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Closing the Siebel Chat Sessions


Typically, when an agent or customer releases a chat session, all action buttons within the chat pane are disabled, but agents can still read a transcript of the chat interaction in the chat transcript area. To close the chat session, agents must do one of the following:

  • Where only one chat session is open, agents must close the chat pane by clicking the Close button in the upper right-hand corner of the chat pane.
  • Where multiple chat sessions are open and the current chat session is released, agents must either close the current chat session, or switch to another chat tab to automatically close the current chat session.
  • Where multiple chat sessions are open, and a chat session in the background is released, then the released chat session is automatically closed.

Use the following procedure to manually close a chat session.

To close a chat session

  • Click the X button in the upper right-hand corner of the chat session.

    When you close or end a chat session, the chat transcript is attached to the activity and also to the email that is sent to the customer at the end of the chat session.

    For more information about transcript attachments, see Configuring the Appearance of Transcript Attachments.

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