Accessing and navigating Self Service Portal
Self Service Portal UI elements
The Self Service Portal has the following UI elements:
Self Service Portal UI element | Description |
|---|---|
Open Items > My Open Chats | Displays all previous chat sessions. Clicking a chat session reactivates the session and displays the associated chat log. |
Open Items > Show Open Incidents | Displays all the service request IDs that are created in BMC Service Request Management to correspond an incident or work order in Smart IT. The service request ID is not clickable. If administrators enable the the rule to create a service request that corresponds to an incident or work order in Smart IT, the service request ID is displayed to end users. Clicking an incident shows the details of that incident, such as status, modified date, and agent assigned. Important: End users can access only open incidents. They cannot access open work orders from the Self-Service Portal. |
Quick Links | Important links available to the end users. Important: You can view the links only if the administrator has enabled this feature and created quick links for end users. |
Alerts | Displays active service alerts. Clicking the alert displays the alert description and history.
|
Select a topic | Provides a list of subjects that a question may relate to. Selecting a topic routes the user to a chat session with the subject matter expert for that topic. Note: You can view the topics only if the administrator has enabled the support queues and topics. |
Start typing your question | Provides an area for the self-service user to type a question to ask the support agent. |
Email | Send an email of the chat transcript to self or to any other email address. Important: The chat transcript email is sent in the locale that is specified as the notification language for the user (set in the CTM:People form). This locale could be different than the language in which the chat conversation occurred. View the chat transcript email subject and an example
|
Attachment | Send an attachment to the live agent either by clicking the attachment icon or by dropping the file to the chat window. You can also share the screenshots and images by copy-pasting them to the chat window. When the attachment is an image type, it appears inline in the conversation window. For all other file types, a file icon is displayed with the download option. |
Live Chat Hours | Displays the hours that live agent support is available. |
Cancel Chat | Cancels the chat session and notifies the support agent. |
To access the Self Service Portal
After the administrator configures access to the Self Service Portal, end users can perform the following steps to access the portal:
- In a browser, enter or navigate to the URL supplied by the administrator.
- In the Login dialog box, type the self-service user ID and press Enter.
- Post your question in the text box.
A support agent accepts the chat session and continues the conversation.
If an agent is disconnected from the chat session, the end user is notified after a minimum time period of 60 seconds. If the administrator has configured the settings, the chat is released back to the queue. If the chat is released to the general queue, then the previous messages are transferred to the agent who is assigned the chat.
To provide feedback for a live chat session
After a live chat session ends, a feedback survey is displayed automatically in the Self Service Portal.
In the feedback survey that is displayed, rate the service by selecting the required smiley.
Important
If you select any of the following ratings, the Feedback field is mandatory:
- 1
- 2
- 3
This functionality is applicable only when the feedback survey is enabled and the threshold for mandatory feedback is set to 3.
- 1
- Click Send.