Work on an interaction in Service Operations Workspace
Work on customer conversations to resolve issues.
Before you begin
Role required: itil or admin
Procedure
-
Open an interaction.
-
Perform any of the following actions on the interaction record page.
|
Option |
Description |
|---|---|
|
Create incident |
Select Create incident.Note: If you create an incident from an interaction, it is auto-assigned to the user to whom the interaction is assigned. |
|
Create change |
From the Create incident drop-down, select Create change.Note: You can only create a change request of the pre-approved change type. |
|
Complete |
Select Complete to mark the state of the interaction as Closed Complete and end the active conversation with the user. |
|
Abandon |
From the Complete drop-down, select Abandon. This action marks the state of the interaction as Closed Abandoned and ends the active conversation with the user. |
|
Create request |
From the Create incident drop-down, select Create request. For more information, see Create a catalog request in Service Operations Workspace. |
|
Create problem |
From the Create incident drop-down, select Create problem. Note: This option is available only when the Allow Problem creation from Interaction (glide.problem.interaction.allow_create) problem property is activated from Problem > Problem Properties. |
|
View record information |
The related records of a requester are displayed as intended for Service Operations Workspace. You can access the Assigned assets, Recent interactions, and Recent tasks of the requester.Note: If the type is Walk-up, you can view the walk-up summary of the interaction record. You can view the device health of the user's assets to provide a resolution to the user. Select Assigned assets > View device health. This option is available only if the DEX plugin (sn_dex) is installed and DEX monitoring is enabled for the asset. For more information on Digital End-User Experience, refer . |
|
Copy the record page URL to easily access the record |
Select the more actions icon ([Omitted image "more-actions-icon.png"] Alt text:) and select Copy URL. |
|
Attach a record that helps in quick resolution of the interaction |
For information on configuring additional search resources, see Configure search resources for an interaction in Service Operations Workspace for ITSM. |
|
Add attachments |
From the contextual side panel, select the attachments icon ([Omitted image "attachment-icon.png"] Alt text:). Alternatively, you can drag the attachment into the Active Chat window of the interaction.Note: The added attachments are displayed in the activity stream in the Compose section. |
|
Create templates for reuse |
From the contextual side panel, select the templates icon ([Omitted image "template-icon.png"] Alt text:) and create a template or reuse an existing one. |
Related topics
Create an interaction in Service Operations Workspace
Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace
--- title: Work on an interaction in Service Operations Workspace description: Work on customer conversations to resolve issues. locale: en-US canonical_url: https://www.servicenow.com/docs/r/it-service-management/service-operations-workspace/work-on-interaction-sow.html release: brazil product: Service Operations Workspace classification: service-operations-workspace topic_type: task last_updated: "2026-09-10" reading_time_minutes: 3 breadcrumb: [Interaction Management in Service Operations Workspace, Operating IT services in your organization, Service Operations Workspace for ITSM, IT Service Management] --- # Work on an interaction in Service Operations Workspace Work on customer conversations to resolve issues. ## Before you begin Role required: itil or admin ## Procedure 1. Open an interaction. 2. Perform any of the following actions on the interaction record page. <table id="choicetable_hvj_ccg_vsb"><thead><tr><th align="left" id="d252089e60"> Option </th><th align="left" id="d252089e63"> Description </th></tr></thead><tbody><tr><td id="d252089e69"> **Create incident** </td><td> Select **Create incident**.**Note:** If you create an incident from an interaction, it is auto-assigned to the user to whom the interaction is assigned. </td></tr><tr><td id="d252089e86"> **Create change** </td><td> From the **Create incident** drop-down, select **Create change**.**Note:** You can only create a change request of the pre-approved change type. </td></tr><tr><td id="d252089e104"> **Complete** </td><td> Select **Complete** to mark the state of the interaction as **Closed Complete** and end the active conversation with the user. </td></tr><tr><td id="d252089e119"> **Abandon** </td><td> From the **Complete** drop-down, select **Abandon**. This action marks the state of the interaction as **Closed Abandoned** and ends the active conversation with the user. </td></tr><tr><td id="d252089e141"> **Create request** </td><td> From the **Create incident** drop-down, select **Create request**. For more information, see [Create a catalog request in Service Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-service-management/service-operations-workspace/create-catalog-request-sow.md). </td></tr><tr><td id="d252089e169"> **Create problem** </td><td> From the **Create incident** drop-down, select **Create problem**. **Note:** This option is available only when the **Allow Problem creation from Interaction** \(**glide.problem.interaction.allow\_create**\) problem property is activated from **Problem** > **Problem Properties**. </td></tr><tr><td id="d252089e202"> **View record information** </td><td> The related records of a requester are displayed as intended for Service Operations Workspace. You can access the **Assigned assets**, **Recent interactions**, and **Recent tasks** of the requester.**Note:** If the type is Walk-up, you can view the walk-up summary of the interaction record. You can view the device health of the user's assets to provide a resolution to the user. Select **Assigned assets** > **View device health**. This option is available only if the DEX plugin \(sn\_dex\) is installed and DEX monitoring is enabled for the asset. For more information on Digital End-User Experience, refer . </td></tr><tr><td id="d252089e245"> **Copy the record page URL to easily access the record** </td><td> Select the more actions icon \(\[Omitted image "more-actions-icon.png"\] Alt text:\) and select **Copy URL**. </td></tr><tr><td id="d252089e262"> **Attach a record that helps in quick resolution of the interaction** </td><td> 1. From the contextual side panel, select the agent assist icon \(\[Omitted image "agent-assist-icon.png"\] Alt text:\). 2. Search for a resource and perform the required action, for example, find a relevant knowledge base article and attach a link to it to work notes. **Note:** The agent assist icon is available only for users with the following roles: itil or interaction\_agent. For information on configuring additional search resources, see [Configure search resources for an interaction in Service Operations Workspace for ITSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-service-management/service-operations-workspace/configure-resources-for-an-interaction.md). </td></tr><tr><td id="d252089e298"> **Add attachments** </td><td> From the contextual side panel, select the attachments icon \(\[Omitted image "attachment-icon.png"\] Alt text:\). Alternatively, you can drag the attachment into the **Active Chat** window of the interaction.**Note:** The added attachments are displayed in the activity stream in the **Compose** section. </td></tr><tr><td id="d252089e322"> **Create templates for reuse** </td><td> From the contextual side panel, select the templates icon \(\[Omitted image "template-icon.png"\] Alt text:\) and create a template or reuse an existing one. </td></tr></tbody> </table> **Parent Topic:**[Interaction Management in Service Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-service-management/service-operations-workspace/interaction-sow.md) **Related topics** [Create 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]()
| title | Work on an interaction in Service Operations Workspace |
| description | Work on customer conversations to resolve issues. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-service-management/service-operations-workspace/work-on-interaction-sow.html |
| release | brazil |
| product | Service Operations Workspace |
| classification | service-operations-workspace |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Interaction Management in Service Operations WorkspaceOperating IT services in your organizationService Operations Workspace for ITSMIT Service Management |