Pre-chat from the Consumer Service Portal

task australia Updated Sep 10, 2026 1 min read csm-pre-chat.md
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As a user on the consumer service portal, you can initiate a conversation with support by answering the Pre-chat survey. The survey questions vary based on the session type such as logged-in or anonymous.

Before you begin

Role required: sn_customerservice.consumer

Procedure

  1. Select the chat icon ( [Omitted image "chat-icon.png"] Alt text: Chat icon.) on the portal page or use Facebook messenger if you are a Facebook user.

  2. Answer the questions that help set the context for an agent to resolve your issue.

    You will be routed to an agent queue.

Related topics

Pre-chat surveys

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