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ServiceNow Employee
ServiceNow Employee

In this article, you'll learn how to enable your Agents to reach employees in Teams directly from ServiceNow.

 

To enable this feature, ensure that you've followed the pre-requisites below.

Pre-Requisites

Pre-Requisite Details
Teams and ServiceNow Integration If you havent already, please follow the steps here: Getting Started! 3 Simple Steps to Integrate Microsoft Teams and ServiceNow! 
Plugins

Please ensure at least one following plugins are installed:
1. 
IT Service Management integration with Microsoft Teams

2. HR Service Delivery integration with Microsoft Teams

 

Alternatively, you can install "ServiceNow for Microsoft Teams"

 

How it Works

Step Preview of Step
Step 1: Click on "Start Microsoft Teams Chat" from an Incident / Case / Request
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Step 2: Move the 'Caller' from "Recommended" to "Selected" and select "Continue Chat"
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Clicking on Continue Chat will open the Teams client


 

Step 3: Engage with the Employee in Teams

 

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Notice a Teams conversation between the Agent and Caller has been created


 

Step 4 (Optional): Import Messages from Microsoft Teams

After a resolution has occurred, the Agent has the option to "Import Messages from Microsoft Teams" as 

Asif_4-1680814780365.png

 

 
 
 
Version history
Last update:
‎04-06-2023 03:05 PM
Updated by: