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    Home  >   FAQs   >  How do I add a case from a chat?
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    How do I add a case from a chat?

    Table of Contents
    Yes you can.
    A case is an issue or a request raised by a customer. When a customer raises an issue, you can create a case record in the CRM.
    Follow these steps to add a case:
    1. Click the Main Menu.
    2. Go to the Essentials tab.
    3. Select the Live Chats module.
    4. Click the Transcripts button on the top right corner of the screen.
    5. Open a chat record.
    6. Click the Do button in the Summary View.
    7. Click Add or Create button.
    8. Select Cases.
    9. Here, you see two options on your screen:
      1. Select Cases:
        1. If you want to add an existing case, select this option.
        2. Hover over a record in the list of existing cases to display the radio buttons.
        3. Click the radio button on the left side of the record to select a record.
        4. Click Add Selected button present below the list.
      2. Create Cases:
        1. If you want to add a new case, select this option.
        2. Fill in all the necessary details.
        3. Click Save.
    The linked case will be seen in the Cases widget in the Summary View of the chat record.
    To learn more about Live Chats, click here.
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