Virtual Agent feature support in Microsoft Teams conversations
Summarize
Summary of Virtual Agent feature support in Microsoft Teams conversations
The ServiceNow Virtual Agent integrates with Microsoft Teams to enhance conversational experiences by supporting key features such as conversation design controls, notifications, AI Search results, and more. This integration enables users to interact with Virtual Agent and live agents within Microsoft Teams, improving accessibility and collaboration.
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Key Features
- Emojis and Text: From Version 4.0.1, emojis sent by users in chats appear in the agent workspace, though display may vary due to platform differences.
- Message Pagination: Microsoft Teams limits message size; administrators can adjust pagination limits using the
snvateams.pickercharlimitsystem property. - AI Search Results: Virtual Agent can generate AI-powered search results shown as Genius cards with multi-link outputs. Users can provide feedback on these results.
- URL Navigation for Chat Links: Links to ServiceNow records open automatically in base system portals; administrators can configure which portals these links open in.
- Sensitive Data Masking: Starting with Version 2.0.0, passwords entered during conversations are masked in Microsoft Teams to protect sensitive information.
- File Uploads: Users can upload file attachments directly within Microsoft Teams conversations using the paper clip icon, enhancing interaction capabilities.
- Trusted Domains: Trusted media domains specified in the Provider Channel Identities table override those in the Connections table, controlling domain trust precedence.
- Catalog Item Requests: From Version 4.1.0, users can request catalog items within Teams conversations via a pop-up Task Module, allowing review and submission without leaving Teams.
- Custom Branding: Administrators can customize the branding of the Now Virtual Agent bot in Microsoft Teams to align with organizational identity.
- HTML Rendering: Only Microsoft Teams-supported HTML tags in Virtual Agent messages are rendered correctly, ensuring message formatting compatibility.
- Virtual Agent Designer Controls: Conversation topic controls such as tables, cards with images, and image responses are supported in Microsoft Teams.
- Notifications: Virtual Agent notifications are supported during conversations in Microsoft Teams.
Limitations and Diagnostics
- Unsupported Features: Some Virtual Agent features are not supported in Microsoft Teams; customers should refer to the specific unsupported features documentation.
- Custom Controls: The Custom Control utility is not supported within Microsoft Teams conversations and causes failures.
- Diagnostic Tool: The Conversational Interfaces Diagnostic Tool helps capture errors, review configuration, and validate integration health for Microsoft Teams conversational apps.
Practical Benefits for ServiceNow Customers
This integration allows ServiceNow customers to:
- Seamlessly engage with Virtual Agent and live agents inside Microsoft Teams, improving user experience and response times.
- Leverage AI Search to deliver relevant knowledge and catalog information rapidly within their collaboration environment.
- Maintain security and compliance by masking sensitive data like passwords during conversations.
- Customize branding and control user experience to align with corporate standards.
- Utilize file attachments and catalog requests to streamline service delivery without context switching.
- Administrate message handling and link navigation behaviors to fit organizational needs.
The Microsoft Teams app supports Virtual Agent features, such as Virtual Agent Designer controls for creating conversations, notifications, AI Search results, and more.
Emojis and text
A user can understand how emojis look like in a chat conversation and in the Agent Workspace from the following examples.
Message pagination
Microsoft Teams has a limit on the maximum message size before paginating the message. You can adjust the number of characters allowed in a message before paginating by going to the system properties [sys_properties] table and setting the number in the system property sn_va_teams.picker_char_limit.
AI Search results
Now Assist in Virtual Agent can generate AI Search results that are displayed as Genius result cards and multi-link outputs in conversations. For details on how Virtual Agent generates AI Search results, see Improving the user experience with AI Search. The default AI Search configuration for Virtual Agent enables search results for Q&A (Knowledge Base and catalog items). The user has the option to like or dislike the information presented in the card. For more information, see Genius Results.
URL navigation for chat links
In the Virtual Agent and Live Agent conversations on the Microsoft Teams app, the links to ServiceNow records open automatically in base system portals, including the links that are displayed in the output cards, Virtual Agent notifications, and AI Search results. If needed, as the administrator, you can change the portals where these links are opened in. For configuration details, see Configure URL navigation for chat links.
Masking of sensitive user data
Starting with Version 2.0.0, passwords that are entered by users and confirmed in bot responses are masked during the password reset conversations in the Microsoft Teams app.
Support for file uploads
Starting with Version 2.0.0, users can upload their file attachments with the paper clip icon in the Microsoft Teams conversations.
Trusted domains
The values that are specified in the Trusted media domains field of the Provider Channel Identities table [sys_cs_provider_application] take precedence over the Connections table [sys_cs_provider] and overrides its values.
Catalog opening experience in Microsoft Teams conversations
Starting with Version 4.1.0, users can request a catalog item from the Microsoft Teams app during a conversation.
A user can select the Request this item button in a conversation with Microsoft Teams that opens the catalog item in a pop-up window, the Task Module, where the user can view the information of the item and submit the request within Microsoft Teams.
The following examples show how a user can request and then view a catalog item.
Custom branding in the Microsoft Teams application
- Customize apps in Microsoft Teams in the Microsoft Teams documentation.
- MS Teams branding for the conversational integration in the ServiceNow Community.
HTML rendering in Microsoft Teams
When a Virtual Agent sends a message in Microsoft Teams with HTML tags, only those HTML tags supported by Microsoft Teams are rendered as normal tags.
For more information about the Microsoft Teams supported HTML tags for bot messages, see Formatting bot messages.
Custom controls in Microsoft Teams
Using the Custom Control utility will cause failure in Microsoft Teams conversations with the message channel is not supported. See Custom control utility for more information on the utility.