Chat with an agent from the Business Portal

task brazil Updated Sep 10, 2026 1 min read t_StartAChatWithAnAgent-business-portal.md
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Chat with a virtual agent or a customer service agent from the business portal to resolve issues quickly.

Before you begin

Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.partner_admin

Procedure

  1. Select the Chat icon in the business portal to start a conversation.

    A virtual agent or a customer service agent responds.

  2. To talk to a person instead of a virtual agent, select the kebab menu ([Omitted image "contact-support-icon.png"] Alt text: Contact Support icon.) then select Call Support (Daily 5AM - 11PM).

  3. To end the chat, select End Conversation icon ( [Omitted image "icon_end_conversation.png"] Alt text: End conversation icon).

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 portal. To display the case list, select Requests > View submitted requests > View cases & tasks.

Related topics

Get help using virtual agent conversations from Business Portal

Create a product case from Business Portal

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