Attaching a chat dialogue to a case

The method by which a chat dialogue is attached to a case depends on the means by which the chat was initiated:

Table 1. Chat Attachment Behaviors

Method	Attachment options
Chat is initiated with the Knowledgebase toolbar	The chat dialogue is attached to the new case that is created and submitted when the chat is initiated
Chat is initiated with Ask HR, through the Ask HR widget or menu	The chat is initially attached to a new case. The agent has these options: submit the new case with the chat dialogue attached attach the chat dialogue to another case that is associated with the employee and is open in the workspace. The agent can then save or discard the new case. discard the new case and the chat dialogue