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Chat transcript assignment for missed chats

Udgivelsesdato: Jun 10, 2026
Beskrivelse

When a Live Chat session is missed — meaning no agent accepts the chat request — the Salesforce system must assign the resulting Chat Transcript record to a user. This article explains the ownership assignment logic for missed chats, including scenarios where the Automated Process system user takes ownership. This is relevant for admins troubleshooting chat transcript ownership or building automation around missed chat records.

Løsning

Salesforce creates a Chat Transcript record for every incoming chat. The ownership assignment follows this logic:


Missed chats are assigned to the last agent to whom the chat was assigned. They are assigned to an Automated Process user when the Agent's session cannot be found or is no longer available, or if there is no assigned Agent (in the case of "No Available Agents"), and we need to upsert the record using the system user Automated Process. This also applies when an Agent logs out after a Chat Session is established or rejects the chat and no other agents are available.

For example, a transcript would be assigned to the Automated Process user when the transcript events include: 
1. Visitor requested chat
2. Chat request canceled because no qualifying agents were available
3. Visitor left chat
 

Vidensartikelnummer

000385911

 
Indlæser
Salesforce Help | Article