Create a new interaction
An interaction record is automatically created when you accept a chat through the chat queue in the Finance Operations Workspace. You can also manually create an interaction from the list page of the Finance Operations Workspace.
Before you begin
Role required: sn_fin_ops.specialist
Procedure
Navigate to either of the following:
- All > Finance Operations > Finance Operations Workspace.
- Workspaces > Finance Operations Workspace.
- In the Finance Operations workspace, select the List icon
Image omitted: fin-ops-list-icon.png
.
.
From the list page, navigate to either of the following submodules:
- Interactions > All
- Interactions > Active
- Interactions > Assigned to me
- Select New.
On the form, fill in the fields.
For more information on the form fields and descriptions, see Interaction form
Select Save.
Parent Topic:Interaction management in Finance Operations Workspace
Related topics
Finance Operations Workspace inbox