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How to Manually Convert a Chat to a Ticket During a Chat Session

After integrating Comm100 Live Chat with Comm100 Ticketing & Messaging, agents can manually create a new ticket from a chat or attach the chat to an existing ticket directly from the Agent Console. This allows agents to follow up on chat conversations in Ticketing & Messaging without switching between applications.

To learn how to integrate Ticketing & Messaging with Live Chat, see this article.


Step-by-Step Instructions

To create a ticket from a chat, follow these steps:

  1. In the Agent Console, click the Create ticket icon on the top toolbar.
    Create Ticket Icon.png
  2. On the Follow up on this chat pop-up, choose whether to create a new ticket or attach the chat to an existing ticket.
    create.png
  3. Click OK
  4. Click Close.
    Follow up on this chat.png

When the chat ends, the chat transcript is attached to the new or existing ticket. You can then continue the follow-up in Ticketing & Messaging.
Ticket from Live Chat.png