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How to manually convert a chat to a ticket during the chat session

After you integrate Comm100 Live Chat with Comm100 Ticketing System, your agents can manually convert a chat to a new ticket or attach the chat to an existing ticket in the Live Chat Agent Console window.

The integration eliminates time-consuming switching between Live Chat and Ticket applications for your agents.

Step by Step Instructions

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

  1. In the agent console chat window, Click Mark for follow up.
  2. Create a new ticket or attach the chat to an existing ticket.
  3. Click OK.
  4. The chat transcript will be attached to the ticket when the chat ends. You can do the follow-ups in your Ticketing & Messaging module.