In this article we will run through the steps to quickly get Tikit up and running.
Looking for more details on setting up and configuring Tikit? Check out the Complete Setup Guide.
We’ll also include additional links to dive into specific steps.
To configure install and configure Tikit:
- Once the Tikit Teams app is installed, open the Tikit app chat and select I am a M365 Admin in the Let’s Setup Tikit message.
- Select Authorize & Setup Tikit in the Authorize Tikit message.
Not a Microsoft Administrator? Share the link https://signup.tikit.ai/ with your admin to continue setup.
Now that you have Tikit installed, you can immediately start creating and working tickets directly from Teams or the Tikit web app.
The Create a Ticket action can quickly create a new request from a message to start capturing a shoulder tap in a private chat or a post in a shared channel.
For more details on message actions, check out Message Actions.
Need to create a ticket on the spot for a user rather than directing them to the HelpBot virtual agent? Quickly create a new ticket from scratch with the Tikit compose extension.
For more details on searching and creating tickets with the compose extension, check out Tikit Compose Extension.
Need to find an existing ticket? Find and work tickets from Teams or Tikit web apps.
Find tickets directly in Teams while chatting with Tikit, searching with the compose extension, and exploring tickets in the triage and support group channels.
Send “Tickets” to Tikit to explore tickets. For more details on Tikit commands and talking to Tikit, check out Tikit Commands.
Know the specific ticket id number? Send “Ticket #” to view a specific ticket.
Check out the Tickets Dashboard to view and work tickets on a kanban board or table view.
Take your ticketing to the next level with the HelpBot virtual agent for more conversational ticketing with ticket deflection.
Looking for more details on installing and deploying HelpBot? Check out the Check out the HelpBot Recommended Setup Guide for more details.
To install the HelpBot virtual agent:
- Open Bot Configuration settings, then select Install to Microsoft Teams to install the HelpBot virtual agent to your organization’s Teams app store.
- In the Microsoft Teams admin center, open Manage Apps then find and publish the HelpBot app.
A newly submitted app like HelpBot will have a Publishing status of Submitted and a Status of Blocked until published.
- Congrats! Users can now find HelpBot in the Built for your org section of the Teams app store.
Help your users discover HelpBot by installing the virtual agent for them with an app setup policy. Check out the HelpBot Recommended Setup Guide for more details.