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End a chat session (standard chat)

To end a chat session and set the status of its transcript in QuestionPoint:

  1. Optional: Ask the patron if any further assistance is needed.
  2. Optional: Confirm any planned followup.
  3. Optional: Invite the patron:
    • To click End Session
    • To click the survey link and complete the survey (if your library provides a patron chat survey)
  4. Click End Session.
  5. Optional: Note the Question ID if you plan to follow up on the session.
  6. Click the appropriate status button for the session's transcript.
  7. Click Submit.
  8. Click Close Window.

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