Chat with an agent from the Business Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Chat with a virtual agent or a customer service agent from the business portal to resolve issues quickly.

    Vorbereitungen

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

    Prozedur

    1. Select the Chat icon in the business portal to start a conversation.
      A virtual agent or a customer service agent responds.
    2. Wahlweise: To talk to a person instead of a virtual agent, select the kebab menu (Contact Support icon.) then select Call Support (Daily 5AM - 11PM).
    3. To end the chat, select End Conversation icon ( End conversation icon).

    Nächste Maßnahme

    If the agent creates a case or links the discussion to an existing case, you can view these cases from the business portal. To display the case list, select Requests > View submitted requests > View cases & tasks.