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Chats do not have an incident associated
Answer ID 7634   |   Last Review Date 12/10/2025

We have recently observed chats that do not have an incident associated even though our workspace options are set to do so. Why is this happening?

Environment:

Chat, Agent Console

Resolution:

Certain agent actions taken during an active chat can cause the associated incidents to not get created. Below is a detailed description of the behavior encountered in certain scenarios in .NET Console and Browser UI. 

Canceling the incident while the chat is active or in wrap-up

  • In the .NET Console, it is possible to cancel the creation of an incident prior to the completion of a chat session. If the incident has not been saved before manually, this will result in a chat with no incident association. 

If your chat workspace options are set to create/associate a related incident at the beginning of a chat, an incident reference number will be reserved. However, the incident will be committed to the database only after the chat is terminated.

Therefore, if before terminating a chat, an agent clicks on the reference number, selects "Open" and then clicks on "Cancel" the following warning message will be presented:

By selecting "Yes", the association between the chat and the incident will not be committed.

  • In Browser UI, even if the agent continues, the application will identify that an active session is ongoing and the close operation will be aborted

Terminating the chat without mandatory fields filled in

  • In the .NET Console, if the agent terminates the chat, but mandatory fields are null, a warning message will appear pointing to the required fields. The chat will not be terminated until the mandatory fields have a value and the Terminate button is pressed again

  • in Browser UI, if the agent terminates the chat, but mandatory fields are null, a warning message will appear pointing to the required fields. However, the Terminate button will remain grayed out, despite the fact that the chat is now in wrap-up (not yet completed). Once the required fields are filled in, the agent can close the workgroup by pressing the X button to close the tab. A pop up window will appear asking if they wish to save the changes.

    • If the agent clicks Yes, then the chat will be terminated, the incident will be saved and the workgroup will close

    • If the agent clicks No, then the chat will be terminated, the workgroup will close, but the incident will not be saved. If the incident has not been saved before manually, this will result in a chat with no incident association.

    • If the agent clicks Cancel, it will return to the previous view, with chat and incident not saved yet, but the workgroup remains open