Interacting with Agents on the Veda Page

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

To interact with an agent on the Veda page:

1. To open the page, do one of the following:

   • From the App Launcher, go to the Veda tab.
   • From the chat container, click | Open App View. The page opens with your active conversation, if any, and the chat container closes.

2. Do one of the following:

   • If you opened the page from the App Launcher, complete the following steps:

     1. Select the agent you want to interact with from the drop-down list. This step is only required if more than one agent is available.
     2. Send a message to start interacting with the agent.

   • If you opened the page from the chat container, do one of the following:

     • Continue the current conversation.

     • To start a new conversation, complete the following steps:

       1. Click New Chat Session in the side panel. This action clears the current conversation and starts a new session.
       2. Select the agent you want to interact with from the drop-down list. This step is only required if more than one agent is available.
       3. Send a message to start interacting with the agent.