You may need to refer to your conversation with a customer after you end a chat session. gives you the option to save your chat conversations. At the end of a chat session, you can save the chat transcription as a chat log. If the chat is from an existing customer, the chat log is automatically associated with the customer record as a new case or follow-up.
To save a chat transcription:
Note: For existing customers, the chat transcript is saved as a follow-up case.
Note: If transaction codes are mandatory, you cannot end Post Processing until you select a code.
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