Tie a Chat to a ticket

Is there a way to tie a chat transcript to a ticket?

Yeah there should be an option while in the chat itself to open a ticket from it (Create Ticket button in the top right of the UI). The ticket will have a private comment that links to the full chat history, that way if the chat isn’t over yet you’ll still get that context later on.

I saw that. So, if it just creates a private note with a link to the chat, then if I have already created the ticket, I would just create my own private note with a link to the chat thread. Perfect. That works.

Yeah. Also, even when that chat is archived, it uses a special link so the same link to the chat record works if it’s active and if it’s archived so you don’t have to worry about that at all.