Chat with Virtual Agent from the Business Organization Support Portal

task brazil Updated Sep 10, 2026 1 min read agent-chat-business-location-service-portal.md
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Provide the information needed about a case and its resolution by completing a pre-survey on the Business Organization Support Portal (formerly Business Location Service Portal). This pre-chat survey lets the customer service agent or Virtual Agent know your location and key case details, so you don’t have to repeat them.

Before you begin

Role required: Service Organization Contributor (sn_customerservice.service_organization_contributor) or Location Manager (sn_customerservice.svc_location_manager_core)

Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

Procedure

  1. In the Business Organization Support Portal (formerly Business Location Service Portal), select the Chat icon ([Omitted image "chat-icon.png"] Alt text: chat symbol) to start a conversation.

    Note: The agent chat configuration (sp_agent_chat_config) must be active for the Business Organization Support Portal.

  2. From the list of locations in the pre-chat survey, select the business organization that you're directly associated with and select Submit.

    A virtual agent or a customer service agent responds to your chat request.

  3. When you're finished with the chat, select End Conversation.

What to do next

If the agent creates a case or links the discussion to an existing case, you can view these cases from the Business Organization Support Portal by selecting Cases.

Related topics

Virtual Agent support for business organizations

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