Create a new interaction

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

    • An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can also manually create an interaction from the list page of the Finance Operations Workspace.

    Before you begin

    Role required: sn_fin_ops.specialist

    Procedure

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon .
    3. From the list page, navigate to either of the following submodules:
      • Interactions > All
      • Interactions > Active
      • Interactions > Assigned to me
    4. Select New.
    5. On the form, fill in the fields.
      For more information on the form fields and descriptions, see Interaction form
    6. Select Save.