Chat with an agent from the Customer Service Portal

Chat with a virtual agent or a customer service agent from the Customer Service Portal to resolve issues quickly.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.partner_admin

Procedure

1. Click the Chat icon ( ) in the Customer Service Portal to start a conversation.
   A virtual agent or a customer service agent responds.
2. Optional: To talk to a person instead of a virtual agent, click and then Contact Support.
3. When you are finished with the chat, click End Conversation.

What to do next

If the agent creates a new case or links the discussion to an existing case, you can view these cases from the customer portal by clicking on My Cases and displaying the case list.