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Creating support requests in HelpDesk+ for Teams can be done through various methods. Here's a step-by-step guide on how to initiate a support request using different approaches: |
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Use the Create
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Request message action
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Create a request through chatting with bot directly
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Create request through compose action
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Create request through issue type card
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Create request through personal bot chat tab
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Create a request button on personal bot "My Requests" tab
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Create a request channel tab
Message Action
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Click on the "Create Request" button
Create a Support Request by simply chatting with the bot
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Navigate to the chat icon
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From any chat, select a message you want to turn into a support request.
Click
.Select
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Create Request. You may need to click More Actions > at the bottom.
Chat with the Bot
Go to the HelpDesk+ channel in Teams.
Enter create request and send it.
Select from the
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suggested support requests or select
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Not seeing the ticket you need?
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Compose Action
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Navigate to the chat
Click on the three dots button located below the message input field
Select the HelpDesk+ Icon
Select the “create request” button
Issue Type card
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Navigate to the chat
Click on the three dots button located below the message input field
Click on the Helpdesk+ Icon
Search for specific issue type or write “support”
Once the correct issue type is displayed, click on the issue type card
Fill out the required fields and then click “submit”
Create a Request - Personal Bot Chat Tab
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Navigate to the chat where you want to initiate the support request
Click on the Create a Request button at the top of the application
Complete the necessary fields
Click on the Create button
Create a Request - Personal Bot "My Requests" Tab
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Navigate to the chat
Click the My Requests tab at the top of the application
Click on the "Create Request" button
Fill out the required fields
Click the submit button
Create a Request in Channel Tab
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Navigate to the channel where you want to create your request
Select the + icon at the top of the application
Select Helpdesk+
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Alternatively, you can enter your request, and the bot will find the relevant request type.
Example: typing ‘I need help with a password reset’ might suggest Get IT Help, while 'Could I get a new iPhone?' could display Request new Mobile Device.
Once you click the suggested request type, your question will automatically become the summary of the new request.
Use the Create Request button in the header
From the HelpDesk+ channel in Teams, click Create a Request in the header. You may need to click the 4 more drop-down to access this option.
Use the Create Request option from the message field
Click
below the message field in Teams. Click HelpDesk+.
Click Create Request.
Alternatively, you can search for a support request type or just type support and select from the options presented.
