Create an interaction

An interaction is a record of a conversation between a requester and a fulfiller (real or virtual). Though most interaction creation takes place in other applications, if needed, you can create an interaction directly from Interaction Management.

Avant de commencer

Role required: interaction_agent

Procédure

1. Navigate to All > Interaction > All.
2. Select New.
3. In the Interaction form, fill in the fields:

   Field	Description
   Type	Select the type of interaction. For example, chat, phone, and so on.
   Opened for	Select the user who started the interaction.
   Assigned to	Select the user to whom the interaction is assigned.
   State	Select the current state of the interaction.
   Short description	Enter the basic details of the interaction.
   Work notes	Enter relevant additional information.

4. Select Submit.
   

Résultats

The interaction is created and assigned to the selected user.