Legacy: Join a chat room from a task record without an invitation

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • How to join a chat room in legacy chat without an invitation.

    Before you begin

    Role required: agent

    About this task

    Note:
    This procedure is not possible if the Connect feature is enabled.

    Procedure

    1. Open the task record.
    2. Click the Create or Join Chat Room related link.
    3. Click a chat room name.
    4. If a prompt for a password appears, contact the person who created the chat room for the password.

      If a chat room has a password, only users with the password can join the chat.

    5. When the chat window opens on your chat desktop, click the window.