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Install ONE Plugin and Enable Agents to Reach Employees in Teams from ServiceNow!

Import · Apr 11, 2023 · article

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-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"
Step Preview of Step
Step 1: Click on "Start Microsoft Teams Chat" from an Incident / Case / Request Asif_1-1680814304028.png
Step 2: Move the 'Caller' from "Recommended" to "Selected" and select "Continue Chat" Asif_2-1680814550788.png Clicking on Continue Chat will open the Teams client
Step 3: Engage with the Employee in Teams Asif_3-1680814675162.png 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
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https://www.servicenow.com/community/ms-teams-articles/install-one-plugin-and-enable-agents-to-reach-employees-in-teams/ta-p/2528603