Launching Ops Swarmer for collaboration


Use the Ops Swarmer chat from an incident screen to collaborate with stakeholders in Microsoft Teams. You can search for incidents, find incident-related information, and when integrated with BMC Helix AIOps, also get situation-related information. 

With the Start Ops Swarmer (earlier called Launch ChatOps) button, you can start a chat in Microsoft Teams. You get an improved experience with additional capabilities with Ops Swarmer.

Chat participants

When a chat is started, the incident assignee is automatically added to the Ops Swarmer chat. If the incident is a major incident, the Major Incident Manager and Change Coordinator are also automatically added. A user with edit access to the incident can request to join the chat from the incident details page. 

Participants in the Teams chat can add more participants directly from Microsoft Teams without navigating to the incident details page.

Ops Swarmer capabilities

The following table lists the capabilities that are available in the Ops Swarmer chat to collaborate on incidents:

CapabilityDescriptionSample prompt
Search for incidents
  • Search for incidents by specifying complete or partial incident numbers. For example, specify "23" instead of "IN00000023".
  • Search for similar incidents.
  • Show me details for INC000000000xxx
  • Give me the details for 638
  • Show incident INC000000000xxx
  • Show me incidents similar to INC000000000xxx
View incident details
  • View incident summaries and work notes.
  • View chat summaries.
  • Get information from custom fields if they are displayed in the chat.
  • Get information from the HPD:Association form for the incident, or a field pointing to an external third-party incident.
  • View work notes.
  • View the names of the Major Incident Manager and Communication Coordinator.
  • Give me a summary of INC000000000xxx
  • Show incident INC000000000xxx
  • Show notes
  • Show work notes
  • Who can help with the incident?
  • Get chat summary
  • Who is the Major Incident Manager for this incident?
  • Who is the Communication Coordinator for this incident?
Information
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.

View timelines
  • View participant timelines for incidents.
  • View incident timelines and get important event details, such as ticket dates, status, support group or ownership change, change, work order, flag and unflag tickets.
  • View the swarm timeline for incidents, such as key discussion points captured through the swarm or group chat, next action and owners, and root cause identified.
  • Who can help with the incident?
  • Get timeline
  • Get participant timeline
  • Get incident timeline
  • Get swarm timeline
  • Get attendance timeline
  • Show the incident timeline for INC000000000xxx
Add work notes
  • Add work notes for incidents.
    Important: You must have edit permission on the incidents to add work notes.​​​​​​
  • Add a note
  • Add a work note
  • Update a note
  • Add chat summary to the incident
Get participant recommendations
  • Get participant recommendations for incidents that you are currently collaborating on. The recommendation is provided based on the assignees of similar incidents.
  • Get participant recommendations for users or groups who are added as "Managed by" for any services or CIs related to the incident.
  • Get participant recommendation for Change Manager or Change Coordinator if the incident is created from a situation that is related to a change request.
  • If XMatter or PagerDuty is configured, based on the incident support group, get the on-call person for the support group and provide the recommendation.
  • Show me participant recommendations for INC000000000xxx
Add participants to the chat
  • Add one or more participants to the chat from Microsoft Teams without navigating to the incident details page.
    If there are users with similar names, the user is prompted to specify the user to be added. The newly added participant receives a summary of the incident in the conversation where the new user is conversing. If the user does not converse in the chat, the chat summary is not displayed.
  • Invite @John Smith to this group.
Get situation details
  • If BMC Helix ITSM is integrated with BMC Helix AIOps, get Situation details from BMC Helix AIOps.
  • Get incident details
  • Get situation ID
  • Get situation summary
  • Get best action plan
  • Get change analysis
  • Get log analysis
  • Get 5 whys

Scenario

Carl is a service desk agent at Apex Global, responsible for managing incident tickets and coordinating with various teams during outages and technical issues.

A major VPN outage affects remote employees across Europe, and Carl is assigned to the incident. He clicks the Start Ops Swarmer button to create a Microsoft Teams chat group, adds the core IT support and network administrators to the group, and clicks Launch Ops Swarmer to begin troubleshooting.

Maria, a security analyst, identifies a possible security concern related to the outage, and wants to join the chat. Maria has edit access to the incident. She clicks the Request Ops Swarmer button.

Carl and the other group members receive an instant notification in Teams, and Carl approves Maria’s request with a single click. Maria is added to the chat group and can contribute to the real-time discussion.

Carl also wants to add another team member, John, to the chat. He adds the member to the chat without having to access the incident details page. When John joins the chat, he views the timeline of the incident in the chat and gets a visual representation of all the important events of the incident. 

Maria and John work together to resolve the incident by collaborating through the Microsoft Teams chat.

Before you begin

To launch the BMC Helix Ops Swarmer agent to start a Microsoft Teams chat, the following prerequisites must be completed:

To start a Microsoft Teams chat from an incident

An incident assignee, major incident manager, or communication coordinator can start the Microsoft Teams chat. They are automatically added to the chat.

  1. From the ticket console, open an incident.
  2. On the incident details page, click Start Ops Swarmer.
    Start Ops Swarmer
  3. In the Start Ops Swarmer window, add members that you want to include in the Microsoft Teams chat, and click Create.
    The Start Ops Swarmer button automatically changes to Launch Ops Swarmer.
  4. To start chatting with the members in Microsoft Teams, click Launch Ops Swarmer.
    Launch Ops Swarmer
  5. In the Launch Ops Swarmer window, add members that you want to include in the chat, and click Launch.
    Add members to Ops Swarmer chat

The Microsoft Teams chat opens, and you can start collaborating with the chat members to resolve the incident.

To request to join an Ops Swarmer chat

If you have edit access to an incident, and want to join an Ops Swarmer chat, you can request to be added to the chat. When you send the request, a member of the chat must manually add you to the chat group.

  1. From the ticket console, open an incident.
  2. On the incident details page, click Request Ops Swarmer.
    Request Ops Swarmer
    A notification is displayed in the Microsoft Teams chat about your request. After your request is approved, the button name changes to Launch Ops Swarmer.
  3. On the incidents details page, click Launch Ops Swarmer.
    The Microsoft Teams chat opens, and you can start collaborating with the chat members to resolve the incident.

Related topics

AI Agents in BMC HelixGPT

BMC Helix Ops Swarmer agent

 

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BMC Helix ITSM: Service Desk 26.1