Create an interaction in Service Operations Workspace

task brazil Updated Sep 10, 2026 1 min read create-interaction-sow.md
Raw file servicenow.com

Track an interaction that is a centralized location for all communication channels. Each interaction represents a request for assistance through a communication channel, for example, a phone call or a chat.

Before you begin

Role required: itil or admin

Procedure

  1. Perform one of the following actions to start creating an interaction.

Option

Description

From the List menu in the primary navigation

  1. From the primary navigation, click the list icon ([Omitted image "lists_icon.png"] Alt text: List icon).
  2. Select the add icon ([Omitted image "add-icon.png"] Alt text: add icon) next to the List tab.
  3. Select New Interaction.

From an interaction list

  1. Navigate to a list of interactions.

Note: Following lists are available for interactions:

-   Assigned to me
-   Active
-   All
  1. Select New.
2. On the form, fill the fields in the **Details** tab.
|Field|Description|
|-----|-----------|
|Number|Auto-generated identification number for the interaction.|
|Type|Mode through which the interaction started. For example, chat, phone, or walk-up.|
|State|State of the interaction.|
|Opened for|Name of the user starting the interaction.|
|Assigned to|User to whom the interaction is assigned to.|
|Short description|Detailed description of the interaction|
|Work notes|Work notes related to the interaction.|

**Note:** If the Now Assist plugin isn't activated, you must enter the values for **Opened for**, and **Short description** fields to create an interaction.
  1. Select Save.

Parent Topic:Interaction Management in Service Operations Workspace

Related topics

Work on an interaction in Service Operations Workspace

Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace

Associate an interaction with a task record

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