Siebel Chat Guide > Customizing Siebel Chat > Customizing the Siebel Chat User Interface >

Configuring Siebel Chat Quick Actions

Agents by default can perform a number of quick actions using the Action menu on the chat dashboard. For more information about these quick actions, see Siebel Chat Dashboard. To configure a new Siebel Chat quick action, perform the following tasks:

• Configuring a Quick Action for the Chat Dashboard in Siebel Tools
• Adding a Quick Action to the QuickActionList Control in Siebel Tools

Configuring a Quick Action for the Chat Dashboard in Siebel Tools

Use the following procedure to configure a new quick action for the chat dashboard in Siebel Tools.

To configure a new quick action for the chat dashboard

1. Start Siebel Tools.
2. In the Object Explorer, select Applet, and then Chat Tab Applet.
3. In the Object Explorer, select Applet User Prop.
4. Add a new control property with the following information:
   • Name. The name of the action. For example: ViewContactSR.
   • Caption. The name of the action as it appears in the Action menu on the chat dashboard. For example: View Contact for Current Chat Service Request.
5. Configure the control user properties for ViewContactSR, for example, as shown in the following table.

   In this example, the ViewContactSR control calls the Workflow Process ManagerSaRunProcess with the input parameters {ProcessName, ContactId}.

   User Property Name	Description	Example Value
   Business Service Name	The business service that this action calls. If the action is a workflow, then the value in this field is Workflow Process Manager. If the action is not a workflow, then the value can be any service.	Workflow Process Manager
   Business Service Method	The business service method that this action calls. If the action is a workflow, then the value in this field is RunProcess. If the action is not a workflow, then the value can be any service.	RunProcess
   Process Name	If the action is to call a workflow, then the value in this field is the workflow name. You can ignore this property if the action does not call a workflow.	View Contact of Current Chat
   [Parameters] For example, ContactId.	To pass parameters into the service method or workflow, you must define the name-value pairs here. Name is the input argument name. For value, two formats are supported: A literal value, consisting of a string in double quotation marks One of the following: {BC Name:fieldName} {CCA-Data:fieldName}	ServiceRequest:ContactId

6. Recompile the SRF.
7. Restart the Siebel Server.

Adding a Quick Action to the QuickActionList Control in Siebel Tools

Use the following procedure to add a quick action to the QuickActionList control in Siebel Tools.

To add a quick action to the QuickActionList control in Siebel Tools

1. Start Siebel Tools.
2. In the Object Explorer, select Applet, and then Chat Tab Applet.
3. In the Object Explorer, select Applet User Prop, then the QuickActionList control.
4. Configure the user properties for the QuickActionList control, for example, as shown in the following table.

   User Property Name	Description	Example Value
   Name	ActionItemX, where X represents the order in which the action appears in the Action menu on the chat dashboard. ActionItem2 indicates that the action appears as the second item on the list.	ActionItem5
   Value	The control name of the action that you are adding to the quick action list.	ViewContactSR

5. Recompile the SRF.
6. Restart the Siebel Server.