Configure the chat to enable auto-import

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Create a chat configuration to automatically import the chats between the agents and the requesters for additional tables to extend the auto import functionality.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > ServiceNow for Microsoft 365 > Chat Administration > Chat Configuration.
      Chat configuration
    2. Click Default option to view the default OOB configuration.
      Default chat configuration
      Nota:
      If you want to auto-import chats for certain conditions, create a condition.
    3. Navigate to ServiceNow for Microsoft Teams > Chat Administration > Chat Configuration.
    4. Click New.
      New chat configuration
    5. On the form, fill the fields.
      Tabela 1. Chat configuration
      Field Description
      Name Value for the configuration.
      Order

      Order for the configuration.

      You can define multiple chat configurations for a single table. The system executes the query based on the descending order.

      Active

      Option to activate the configuration.

      Select the check box to activate the configuration.

      Auto Import

      Option to automatically import the chat.

      Select the check box to automatically import the chat.

      Default

      Option to keep the configuration as default.

      Nota:
      You cannot define multiple default values for chat configuration.
      Table Option to select the auto-import for a table.
      Inherit Extend and apply to the child tables.
      Conditions Option to define a condition for a chat to be auto-imported.
      Opening message

      Option to provide a text message that displays to the agent when the agent initiates a chat.

      This field is enabled only if the Auto Import option is selected.

      New chat configuration

    6. Click Submit.

      The chat configuration defined will be applicable only for the table selected. You can extend the chat configuration to other tables by creating another chat configuration record.