Create a customer service case from a chat

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • If a customer chat results in the need to open a case, create the case directly from the conversation.

    Before you begin

    Role required: sn_customerservice_agent or sn_customerservice_manager

    About this task

    When you create a customer service case from a support conversation, the system copies the conversation history to the case activity stream as comments and work notes. Future messages are tracked in the case as well.

    Important:

    Starting in Utah, Connect Support has been deprecated and is no longer supported or available for new activation. For similar capabilities, please move to Advanced Work Assignment and Agent Chat. For details, see Move from Connect Support to Advanced Work Assignment and Agent Chat.

    Procedure

    1. Navigate to All > Connect > Connect Support.
      The Connect workspace opens in a new tab.
    2. Click the support tab of the Connect sidebar, indicated by a headset icon (Support icon).
    3. Under Cases, open a customer service conversation.
    4. At the bottom of the conversation, click the menu icon (Menu icon) to open the Connect actions menu.
    5. In the Connect actions menu, select Create Case.
      The system opens a new case form in a record tab and automatically fills in some fields based on conversation details.
    6. Complete the form as necessary and click Submit.
      Any comments or work notes in the record conversation appear as comments on the incident form. Work notes do not appear in the chat for the ESS user. The chat agent can select whether a message is a Comment or Work Note in the conversation.
      1. In the record conversation, by the text entry field, click the message type icon (Message type icon.).
      2. Select Comment or Work Note.
      3. Enter a message.
      By default, record conversation messages are added as comments.
      Note:
      If you add an attachment to a record conversation, it is attached to the underlying record as well.
      The system automatically shares the record in the conversation, copies the conversation to the record activity stream, and references the record on the Chat Queue Entry [chat_queue_entry] table. Any new journal fields added to the record do not appear in the chat. The system also changes the document ID for the conversation to reference the incident number instead of the entry in the Chat Queue Entry table.