Create a consumer case from an anonymous chat

If an anonymous chat results in the need to create a consumer case, create the case directly from the conversation.

Before you begin

Role required: sn_customerservice.consumer_agent, sn_customerservice_manager, or admin

About this task

When you create a case from a support conversation, the system copies the conversation history to the case activity stream as comments and work notes. Future messages are tracked in the case as well.

Procedure

  1. Respond to an anonymous chat request.
  2. Chat with the user to determine the issue.
  3. At the bottom of the conversation, click the menu icon to open the Connect actions menu.
  4. In the Connect actions menu, select Create Case for Guest.
    In the conversation tools area to the right of the conversation, a new case form opens in a record tab. The system automatically sets certain fields based on conversation details. For a case created from a guest user chat, the Short description field displays the initial chat request from the user.
  5. Complete the form as necessary and click Submit.
    The system automatically shares the record in the conversation, copies the conversation to the record activity stream, and references the record on the Chat Queue Entry [chat_queue_entry] table.