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Closing 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 exit the communications panel (by clicking the X button in the corner of the communications panel) to close the chat session.
  • Where multiple chat sessions are open and the current chat session is released, agents must 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.

After a chat session is closed, 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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