Set up SysAid for Teams (Microsoft Teams)

SysAid for Teams allows users to submit SysAid tickets from within Teams and to send messages and notifications from a SysAid ticket to groups and individuals in Microsoft Teams. This allows for easier collaboration within organizations that use Microsoft Teams for internal communication.

Licensing

The Microsoft Teams integration includes SysAid for Teams. You can expand the chatbot’s AI capabilities by adding the AI End User Chatbot to your account. For more information, click here.

Prerequisites

Before setting up SysAid for Teams, please ensure that you have Microsoft Teams up and running and that the Azure integration is set up and enabled for your SysAid account.

Set up SysAid for Teams

1. Get SysAid for Teams from the SysAid Marketplace.

2. Click the gear icon on the Microsoft Teams icon on the main My Apps page.

3. Enter the tenant name that is displayed in your Azure account in the Tenant Name field.
   

Register the application in Azure

1. In the Azure dashboard, click App registrations.

2. Click View All applications.

3. Click New registration.
   

4. Enter a name for the application (for example, "SysAid Microsoft Teams") in the Name field.

5. Click Register.
   

Get the Client ID

1. Hover over the Application (client) ID field and click  .

2. Back in SysAid, paste the copied text into the Client ID field.

Get the Tenant ID

1. Hover over the Directory (Tenant) ID field and click  .

2. Back in SysAid, paste the copied text into the Tenant ID field.

Get the Secret Key

1. Click Certificates & secrets in the left-menu.

2. Click New client secret.

3. Add a description (e.g. "SysAid Microsoft Teams").

4. Select 24 Months In the Expires area,

5. Click Add.

In the entry you just created, click next to the Value column.

1. Back in SysAid, paste the copied text into the Secret Key field.

Add redirect URI

1. Click Add Platform.

2. Click Web.

3. In the Redirect URIs field, click Add a Redirect URI.
   

1. In the Web area, click Add URI.
   

2. Enter "https://<SYSAID URL>/addonJspWrapper.jsp?a=msTeams&p=msTeamsGenerateToken.jsp" (make sure you add your specific SysAid URL).

3. Click Configure.

Get the Callback URL

1. In the MSTeams Callback URL field, enter "https://<SYSAID URL>/addonJspWrapper.jsp?a=msTeams&p=msTeamsGenerateToken.jsp" (make sure you add your specific SysAid URL).

2. In SysAid, enter the callback URL in the Callback URL field.

Configure API Permissions

1. In Azure, navigate to select API permissions.

2. Click Add a permission.

3. Click Select an API > Microsoft graph .

4. Click Delegated.

5. Select the following permissions:

   • ChannelMessage.Send

   • Channel.ReadBasic.All

   • Chat.Create

   • ChatMessage.Send

   • Presence.Read.All

   • Team.ReadBasic.All

   • User.ReadBasic.All
     You should have 7 permissions selected.

6. Click Grant admin consent for <Domain> and then click Yes.

7. In Azure, create a dedicated admin user for this integration. This is the displayed name for the sender of all automatic notifications from SysAid. Ensure that the user has sufficient permissions (at least Application Administrator level permissions) in the Azure portal to grant consent, so that you will be able to successfully generate a token later in this process.

   Note

   We recommend using the name of your help desk and using your help desk's logo as it's avatar.

   For example, if your help desk is named SysAid, you can use one of these logos as the user's avatar in Microsoft Teams:

   

8. Back in SysAid, add the email for the user you just created to the Sender Email field.

9. From the Template drop-down list, select which SysAid template will be the default for tickets opened by Microsoft Teams.

10. Click Save Changes.

11. Click Test Connection to ensure that everything has been configured correctly.

12. Click the slider to activate the AI Service Desk.

13. Click Save Changes.

    Populate the Token field

1. Within the same browser that you are running SysAid in, login to Azure with the user you just created.

2. Click Generate Token.

3. A new browser tab opens. When a message appears indicating that the token was generated successfully, refresh the Microsoft Teams page in SysAid to populate the field.

4. Click Save Changes.
   

SysAid Bot in Microsoft Teams

SysAid offers its own bot in Microsoft Teams that allows you to create SysAid tickets from Microsoft Teams. You can follow Microsoft's instructions for pinning this bot for your users in Teams, so they won't need to set it up themselves.

Once the bot is pinned, the users will receive a welcome message from the SysAid bot in their Teams account, inviting them to use the bot to contact their IT departments. We recommend informing your users about the bot before pinning it to ensure they understand the welcome message.

Set up the SysAid bot

1. In Microsoft Teams, click Apps.

2. Search for "SysAid."

3. Select SysAid.

4. Click Add.

Microsoft Teams adds the SysAid bot to the Chat channels.

Whitelabel the SysAid Bot

Admins can now customize the SysAid bot on Microsoft Teams to fit their own company culture and branding (including visual assets and voice & tone). There is now the option to configure the following properties from the Microsoft Teams store: Short Name Short Description Full Description App Icon Icon Outline Color Accent Color

Please note:

End users will get the updates after logging back into MS Teams.

Follow Microsoft's Instructions to customize the bot.

Upgrade the SysAid Bot

As SysAid is continuously adding new capabilities to the SysAid Bot, we recommend periodically upgrading your SysAid Bot to the latest version. Ensure that your end users upgrade the SysAid Bot in their individual Microsoft Team accounts so they can access the latest capabilities.

To upgrade the SysAid bot:

1. In Microsoft Teams, click Apps.

2. Search for "SysAid."

3. Select SysAid.
   If there is a more current version available, the button will say 'Upgrade' instead of 'Open'.

4. Click Upgrade.

Configure survey notifications

The SysAdmin can configure a survey notification to be sent to the end user upon ticket closure.

This creates an opportunity to improve survey response rates, which can lead to a clearer demonstration of the improved employee experience.

To configure the survey:

1. In General Settings, click on "Request User".

2. Verify that the 'Add a link to survey' option is checked.

3. Go to Customize > Notifications.

4. Click to edit notification #1005 (this notification is sent when a ticket is closed).

Insert or remove a survey

1. Click the "Insert Survey" button.

2. From the dropdown list, select the survey to be sent via MS Teams upon ticket closure.

3. To remove the survey, click "Remove Survey".

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Tags for SysAid Notifications in Microsoft Teams