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Request-based chat - Chat from Workspace › Agent actions › Use ITSM and HRSD integrations with Microsoft Teams › Use Microsoft Teams integration for Employee Experience › Use › ServiceNow for Microsoft Teams and Microsoft 365 › Unified Employee Experience › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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

Interact with a requester in Microsoft Teams from the workspace to quickly resolve the ticket.

Before you begin

Role required: user with access to the respective records

Procedure

  1. Navigate to an open ticket in your ServiceNow instance.

  2. Click

Image omitted: start-chat-agent-workspace.png
Start chat button.
The chat will be initiated with the requester in Microsoft Teams.



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.
  1. On the form, fill in the fields.
FieldDescription
ParticipantsOption to add the users and the stakeholders to work towards the resolution of the ticket.
GroupsOption to add the groups required to work towards the resolution of the ticket.
RecommendedSystem displays the list of users associated with the ticket. Select the user to include in the chat conversation.
Chat titleThe 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 messageOption to provide an opening message to the user before beginning the interaction.
Choose your preferred chat clientOption 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.

  1. Click Start Chat.

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

Image omitted: chat-conversation-ms-teams.png
Chat conversation
The system captures the work notes about the chat details.

Parent Topic:Request-based chat - Start and import chat from Workspace