Request-based chat - Start and import chat from Start Microsoft Teams chat action

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Interact with a requester in Microsoft Teams from the workspace to quickly resolve the ticket.

    Vorbereitungen

    Role required: user with access to the respective records

    Prozedur

    1. Navigate to an open ticket in your ServiceNow instance.
    2. Click Start chat button.
      The chat will be initiated with the requester in Microsoft Teams.

      Agnet Workspace User presence

      When you start typing the names of the participants, the system displays their current status in Microsoft Teams. The status is also displayed against their name in the Participants field.

    3. On the form, fill in the fields.
      Tabelle : 1. Start chat
      Field Description
      Participants Option to add the users and the stakeholders to work towards the resolution of the ticket.
      Groups Option to add the groups required to work towards the resolution of the ticket.
      Recommended

      System displays the list of users associated with the ticket.

      Select the user to include in the chat conversation.
      Chat title

      The chat title specified shows up as the title of the chat in Microsoft Teams. The default title is the ticket number appended with the short description. You can modify the chat title.

      Create an opening message Option to provide an opening message to the user before beginning the interaction.
      Choose your preferred chat client

      Option to choose the default chat client.

      • Desktop Application – Open the chat interaction in Microsoft Teams desktop application.
      • Web Client – Opens the chat interaction in Microsoft Teams web client.
      The system remembers the selected option and opens the chats in the preferred chat client for all the further chat interactions.
    4. Click Start Chat.

      The Microsoft Teams app displays the chat title and the opening message provided by the agent.

      Chat conversation

      The system captures the work notes about the chat details.

      Chat work notes