Sharing Information Using Smart Share

Using the Smart Share button in the chat pane, you can share highlighted text, service request details, and solution details with customers.

To share information using Smart Share

  • On the text button bar of the chat pane, click the Smart Share button to do one of the following:

    • Copy the selected text in an attribute field from the currently active view into the message input area.

    • Paste the service request number and summary of a selected Service Request into the message input area; that is, where a single service request record is selected from either a list or form view.

    • Paste the solution ID and description of a selected Solution into the message input area; that is, where a single solutions record is selected from either a list or form view.