Chat with Virtual Agent from the Business Location Service Portal
Provide the information needed about a case and its resolution by completing a pre-survey on the Business Location Service Portal. This pre-chat survey lets the customer service agent or Virtual Agent know your location and key case details, so you don’t have to repeat them.
Before you begin
Role required: Service Organization Contributor (sn_customerservice.service_organization_contributor) or Location Manager (sn_customerservice.svc_location_manager_core)
Procedure
- In the Business Location Service Portal, select the Chat icon (
chat symbol\) to start a conversation.
**Note:** The agent chat configuration \(sp\_agent\_chat\_config\) must be active for the Business Location Service Portal.
From the list of locations in the pre-chat survey, select the business location that you're directly associated with and select Submit.
A virtual agent or a customer service agent responds to your chat request.
When you're finished with the chat, select End Conversation.
What to do next
If the agent creates a case or links the discussion to an existing case, you can view these cases from the Business Location Service Portal by selecting Cases.
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