Make a call from ServiceNow Agent

Select a conference bridge option to initiate a conference call from the ServiceNow Agent application to connect virtually with your customer and peer agents.

Before you begin

Role required: wm_agent

About this task

The option Make a Call appears only if you have set up both Zoom and Microsoft Teams in your ServiceNow instance.

Procedure

1. Navigate to the ServiceNow Agent application.
2. Tap My Work.
3. In the My Tasks section, tap See All.
4. Select and open the work order task.
5. Tap the More actions () icon and then select Make a Call.
6. Tap Conference Bridge and then select a bridge.
   • To make a Zoom call, tap Zoom.
   • To make a Microsoft Teams call, tap Microsoft Teams.

     For more information about making a call, see Start a Zoom or Microsoft Teams meeting from ServiceNow Agent.