Starting a New Conversation

  1. Perform one of these steps:
    • To start a general inquiry, open the Interactions page and click Start a Conversation with Us. On a mobile device, tap the add (+) icon.
    • To start a conversation about a specific record, open the associated portal page, find the record, and click the Interactions link for that record. On a mobile device, drill down to access the Interactions link. On the form that opens, click Start a Conversation with Us. On a mobile device, tap the add (+) icon.
      Note: Not all portal records can have interactions.
  2. Type your message.
  3. Optionally, you can include this information:
    Summary
    Specify a brief description of the message.
    Topic
    Select a topic description for this interaction. Topic descriptions are defined by our system administrator.
    Reference Type
    Specify the type of record for your message. If you create the message for a specific record, this information is specified automatically.
    Reference Number
    Specify the record number to associate with the interaction. If you create the message for a specific record, this information is specified automatically.
  4. Click the send icon. Your message is sent to our service representatives. Their response is available on your portal Interactions page.
Parent topic: Interactions