Launching ChatOps for collaboration


You can launch a Microsoft Teams chat from an incident screen. When you launch a chat from an incident screen, all the team members associated with the incident are automatically invited to the chat. You can also add team members that are not associated with the incident to the chat.

To hide the Launch ChatOps option, you must change the visibility flag of this option in Developer Studio. For complete information on how to hide the Launch ChatOps option in BMC Helix ITSM, see knowledge article 000403486.

Important

The incident screen does not save the chat discussion in the ticket.

To use BMC HelixGPT to launch ChatOps, see Configuring Microsoft Teams bot for streamlining incidents

Before you begin

Make sure that the administrator has configured Azure settings so that the service desk agents, specialists, or major incident management team members can launch the Microsoft Teams chat for collaboration from incidents from an incident screen. For more information, see Configuring-settings-to-launch-Microsoft-Teams-chat-from-incidents.

To launch a Microsoft Teams chat from an incident screen 

  1. Open an existing incident.
  2. Click Launch ChatOps.

    chat ops.png

     
  3. In the popup window, click Launch ChatOps.
    A Microsoft Teams chat is launched from the incident.

When you launch a chat from an incident, the activity feed does not display any Microsoft Teams-related activity, and the chat transcript is not saved on the activity feed.

To add new members to a Microsoft Teams chat

  1. Open an existing incident.
  2. Click Launch ChatOps.
  3. In the popup window, enter values in the Support group and Person fields.

    image2022-6-21_15-21-26.png

     
  4. Click Add.
     

Important

If New Microsoft Teams is enabled, you get the following error:

Teams.png

As a workaround, perform the following steps to open the chat in New Microsoft Teams:

  1. Create an overlay for Active link : SHR:MCR:SV_MajorInc_CR_RunProcess.
  2. Enter the updated field mapping value.

    Existing field mapping value

    New field mapping value

    z1d_SV_Char06=(("https://teams.microsoft.com/l/chat/0/0?topicName=" + $SV_SH_SourceRequestID$) + "-") + $SV_CR_SourceReqDesc$

    z1d_SV_Char06=("https://teams.microsoft.com/_#/conversations/" + $INC_ChatID$) + "?ctx=chat"

 

To add BMC Helix bot to the Microsoft Teams chat

You can manually add the BMC Helix chat bot to the Microsoft Teams chat, or you can configure a CCS parameter to include the bot by default when the chat group is created.

Chatbot.jpg

In Centralized configuration, add a CCS parameter ChatBot-Id and enter the bot ID as shown in the Setting configuration parameters in BMC Helix ITSM topic. 
The bot ID is the Microsoft App ID available in Configurations settings under your Bot Channels Registration in Azure portal. Alternatively, Application (client) ID of your registered application name under App registrations in Azure portal can be entered as bot ID. You must have the application administrator permissions in Azure to view the bot ID.

Important

If you do not add the CCS parameter, or if you do not enter a bot ID for the CCS parameter, the bot will not be added to the chat and there will be no error message. But, if you add an incorrect bot ID you will receive a warning message to validate the Microsoft Teams configuration.

Microsoft ID.png

App ID.png

 

Information available within Microsoft Teams when using with BMC HelixGPT

When using BMC HelixGPT to launch Microsoft Teams from an incident, you can start a conversation with all team members associated with the incident in the Microsoft Teams channel. You can perform the following actions and get information about the incident:

  • View incident details.
  • Get participant recommendations for the incident you are currently collaborating on and for other incidents. The recommendation is provided based on the assignees of similar incidents.
  • If XMatter is configured, based on the incident support group, get the on-call person for the support group and provide the recommendation.
  • If BMC Helix ITSM is integrated with BMC Helix AIOps, get Situation details from BMC Helix AIOps.

Out-of-the-box sample questions

Here are some out-of-the-box sample questions that you can ask to get the information:

Type of questionsSample questions
Incident-related questions
  • Show me details for INC000000000xxx
  • Give me a summary of INC000000000xxx
  • Add a note
  • Update a note
  • Show notes
  • Who can help with the incident?
  • Show me participant recommendations for INC000000000xxx
Tip

If your question pertains to the incident from which you started the Microsoft Teams chat, you need not mention the incident ID in your question.
For example, to retrieve details of the incident from which you started the Microsoft Teams chat, type: Show me incident details.

BMC Helix AIOps Chat Agent
  • Get situation ID
  • Get situation summary
  • Get best action plan
  • Get change analysis
  • Get log analysis
  • Get 5 whys

Examples

  • Carl, a helpdesk agent, receives a high-priority incident in Smart IT regarding a critical server outage. To resolve the issue quickly, he clicks Launch ChatOps on the incident screen, adds the server admin, network engineer, and Microsoft Teams Collaborator bot, and starts a chat. The team collaborates in real time, shares logs, and restores the server, reducing downtime.
  • A support team at Apex Global is troubleshooting a critical incident affecting customer transactions. An agent reports the issue in a Microsoft Teams channel. The Microsoft Teams Bot, integrated with the incident management system, automatically joins the conversation, retrieves incident details, suggests relevant knowledge articles, and updates the ticket in real time. Team members collaborate and take necessary actions, and the bot ensures all updates are logged, streamlining communication and resolution.

 

 

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