Find conversations in your customer portal
Your portal keeps customer conversations separate from your company’s internal workspace chat.
All topics
Topics
Find a conversation
- Open Chat in your customer portal.
- Review the conversation list and Direct Messages section.
- Select an existing conversation to read it. When no conversation is selected, the page displays Select a chat.
The My Accountant chat destination also starts at Select a chat. Opening either page does not create a conversation or send a message.
If the list is empty, check that you signed in to the intended company’s portal. A tenant workspace login and a portal login give access to different conversations.