Our service hub manager is looking for a way to include the chat conversation/history in the ticket when a ticket is created as a result of the chat.
For example, if during a chat conversation, the agent determines a ticket is necessary and manually creates a ticket for the customer, we want the chat conversation/history to be included in the ticket activity.
Any ideas?
Hi @JStamm,
Thank you for reaching out to the Community!
I wanted to tag in a couple of subject matter experts to see if they have any advice:
Hi @jolle, @SNigam, @BukunmiOdetayo, do you have any tips for @JStamm? Thank you!
Cheers
Mia, Community Team
Hello @JStamm ,
Yes you can do it easily.
Thank you @MiaSrebrnjak for tagging me.
So, for this you need to folllow 2 steps.
- When you feel for this conversation you have to create a ticket you need to click on create ticket as mentioned in screenshot below.
- Now when you complete the inform in fields of ticket in sidebar you will have a checkbox at end if you scroll down, and you just need to enable that option as I mentioned in below screenshot -
Now, after fowllowing these steps if you open your ticket then you will see live chat option in your activity like this -
I hope this helps you.
Thank you
