Get a quick overview of key customer information and recent customer activity to help you find out more about the customer contacting support.

1. Navigate to Agent Workspace.
2. Accept a chat from your inbox and respond to the customer.
3. Ask questions and find out more about the issue.
4. Add information about the customer and issue to the interaction record.
5. On the Interaction record, click Customer Information to view key information on the customer.
6. On the interaction record, click Customer Activity to view recent activity from the customer.
7. Create a case or close the interaction.