Chat with an agent from the Customer Service Portal

task brazil Updated Sep 10, 2026 1 min read t_StartAChatWithAnAgent.md
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Chat with a virtual agent or a customer service agent from the Customer Service 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 ( [Omitted image "chat-icon.png"] Alt text: Chat icon.) in the Customer Service 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 [Omitted image "contact-support-icon.png"] Alt text: Contact Support icon. and then Contact Support.

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

What to do next

If the agent creates a new case or links the discussion to an existing case, you can view these cases from the customer portal by selecting My Cases and displaying the case list.

Related topics

Get help using virtual agent conversations

Create a product case from the Customer Service Portal

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