- Click the resolve button on the top right of the active conversation pane.
- At this point, you will be able to associate the conversation with a past ticket (existing customer), or create a new contact or ticket or both (existing or new customer). This would appear for a business system that’s integrated with CX Service, such as Salesforce, Zendesk, etc.
You can hit on “Skip” if it is not required and proceed to wrap up.
Example of a new customer:
Example of existing customer: - In wrap-up, you can select the conversation disposition, such as “issue resolved” from the drop-down. You can also fill in any additional wrap-up notes detailing the conversation.
- Once finished, click End Wrap-up, and the information will be synced to the conversation.
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End chat conversation, After conversation work and disposition