Configuring Sidebar

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Install and configure Sidebar so agents can have real-time collaboration with others.

    Configuration overview

    Configuring Sidebar involves installing Sidebar, adding the Discuss button, configuring the Sidebar member query, and configuring participant finder. There are also additional steps if you want to integrate Sidebar with Microsoft Teams.

    1. Install Sidebar.

      You can install Sidebar, which is part of the Omni-Experience Standard Feature Set, if you have the admin role.

    2. Set up Sidebar.

      Activate and configure options.

    3. Add the Discuss button.

      Add the Discuss button to assets that do not have it installed and to custom workspaces where you need to enable Sidebar on an asset.

    4. Configure the Sidebar member query.

      Configuring the Sidebar member query causes the participants list on the Start a Sidebar discussion screen to be pre-populated.

    5. Enable Sidebar and Microsoft Teams users to communicate with each other by integrating the applications:
      1. Sidebar and Teams integration overview.
      2. Integrate Sidebar and Microsoft Teams.
      3. Enable or configure the Microsoft Teams integration.