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Case Record Created on Decline of Chat Transcript

Julkaisupäivä: Jun 2, 2026
Kuvaus

When a chat transcript is declined or missed in Omni-Channel, a Case record is automatically created and attached to the transcript. This article explains the two scenarios under which a Case is created and who is assigned as the Case owner.

Ratkaisu

Scenario 1. On the decline of chat Transcipt, Missed chats are assigned to the last agent to whom the chat was assigned and then the case is created. 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").

Scenario 2: When the agent goes offline without accepting the chat then the case is created and attached to the chat transcript and status is changed to Missed and the case owner will be Automated Process.

Knowledge-artikkelin numero

000395574

 
Ladataan
Salesforce Help | Article