Using chat in HR Service Delivery Agent Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Agent chat for HR Service Delivery Agent Workspace enables you to ask questions and receive information through live or virtual agent chat.

    Activation
    Ensure you have activated the Agent Chat [com.glide.interaction.awa] plugin prior to using this feature. For more information on setting up chat, see Agent Workspace chat.
    HR groups
    Ensure that your HR agents are part of an HR group or subgroup. Having subgroups helps to ensure HR agents with the correct skills and knowledge pair up when an employee initiates a chat.
    For example, an employee initiates a chat requesting information about your company's benefits. Having a benefits subgroup with agents that specialize in your company's benefits ensures the employee's chat is directed to the correct agents.
    For more information about HR groups, see Manage HR Groups.
    Interaction records
    Agent chat automatically creates interaction records. When an employee initiates a chat with an HR agent, an Interaction case is automatically created.
    Quick actions
    Using quick actions, you can:
    • Create an HR case.
    • Show applicable response templates.
    • Transfer chat to another agent.
    • Transfer chat to another queue.
    Virtual agent
    Automating chat can enhance the employee experience by addressing queries immediately. At any time during a virtual chat, the employee can request to interact with a live HR agent.
    For more information on virtual agent, see Virtual Agent for HR Service Delivery.

    Working from the agent inbox in HR Service Delivery Agent Workspace

    Use the agent inbox to manage your incoming work, such as chats, HR cases, and interactions.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Select the HR Agent WS - Inbox icon inbox icon.
    3. From Status, select Available.
      HR Agent Workspace - Inbox
    4. When a chat comes through the chat queue, select Accept.
      HR Agent Workspace - Chat accept
    5. From the active chat panel, you can start chatting.
    6. Select the HR Agent Workspace - Quick action icon quick action icon.
      Or enter a back slash (/) in the chat area.HR Agent Workspace - Quick action
    7. Select a quick action to quickly create an HR case, show related response templates, transfer chat to another agent, or transfer the chat to another queue.