Interaction form

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • For an auto-generated interaction record, the Details tab contains details of the interaction.

    Table 1. Fields in the Details tab
    Field Description
    Number Auto-generated unique interaction number.
    Opened for Name of the user.
    Type Channel through which interaction is created. For example, chat.
    Assigned to Name of the assigned agent.
    State Status of the interaction
    Application Type of application. For example, Finance Case Management.
    Short description Brief description of the interaction.
    Work notes Additional notes about the interaction record.