Review a customer interaction with Disputes intake via Virtual Agent

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

    • Retrieve a chat interaction between a customer and Disputes intake via Virtual Agent to review a transcript of the conversation and confirm responses.

    Vorbereitungen

    Role required: sn_bom_credit_card.dispute_agent, sn_bom_credit_card.dispute_manager, sn_bom_credit_card.dispute_viewer, sn_bom_credit_card.contributor, sn_bom.b2c_agent, sn_bom.b2b_agent, sn_bom.adjuster, sn_bom.fnol_representative

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (Lists icon.).
    3. Open a card disputes service case.
    4. In the case, select the Interactions tab.
    5. In the Interactions list, select the interaction record you want to review.

    Ergebnisse

    The interaction record is displayed with the interaction transcript.

    The interaction transcript shows the conversation history between Virtual Agent and the customer.