Use Alloy Navigator bot in Teams

Introduced in 8.7.3

This page describes how use the Alloy Navigator bot to communicate with Alloy Navigator Express in your Microsoft Teams app. See how to add the bot, where to use it, what you can do with the bot, and what Alloy Navigator Express objects you can access in Teams.

Add the bot to Teams

At first, you may need to add the Alloy Navigator bot to Microsoft Teams before you can use it. If you don't see the Alloy Navigator bot app in the left pane, click the ellipsis button (More added apps), and then select Alloy Navigator.

Where you can use the bot

The bot follows your commands. The first scenario is when you send commands in a private chat with the bot, and the bot replies to your commands by messaging you back. The other scenario is when you communicate with the bot without navigating away from a conversation with somebody else or create tickets from somebody's Teams messages. In that case, the bot replies in pop-ups.

IMPORTANT: In any scenario, only you can see what the bot replies.

Chatting with Alloy Navigator

To send a command to Alloy Navigator in a one-to-one conversation with the bot, hover over the compose message box to reveal the What can I do? menu and choose a command from the menu. Alternatively, type a command into the message box.

Using Alloy Navigator when communicating with someone else

To add Alloy Navigator to all your chats and channels, use a messaging extension. This is the Alloy Navigator icon at the bottom of your Teams window. If you don't see that icon, click the ellipsis button (Messaging extensions) at the bottom, find Alloy Navigator, and pin it. Then you can send commands to Alloy Navigator when chatting with other people, and the bot will reply in pop-ups.

NOTE: An example of using the Alloy Navigator extension is when you need to mention a ticket you once created but cannot remember the details. Tell Alloy Navigator to list your tickets, and you will quickly find the right one. Another example is when you search the knowledge base to find a ready-to-use solution and then proudly paste it into your chat.

Creating tickets in Alloy Navigator Express from on Teams messages

You can use the bot to quickly create a ticket based on somebody's (or yours) message. The message text will become a ticket description, and all you will have to do is polish it and add a summary. For details, see Create tickets.

What you can do with the bot

Whether in a private chat with Alloy Navigator or when chatting with other people, you can ask the bot to do these tasks for you:

INFO: For a complete list of bot commands and their short forms, see Reference: Alloy Navigator bot commands.

NOTE: To let the bot identify you, it is required that you have a Person record in Alloy Navigator Express, and the email address in that record matches the email address in your Microsoft Teams or Microsoft 365 account. Otherwise, the bot will throw an error message. If an error occurs, contact your Alloy Navigator Express administrator.

List your tickets

To list all your open tickets, use the list tickets command.

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To see the details of a ticket, click View Details. The bot will open the ticket details, as shown in View a ticket by its number, and prompt you to update it or view its history.

Create tickets

You can create new tickets from scratch or create them from Teams messages.

To create a new ticket from scratch:

  1. Use the new ticket command to bring out a short form.

  2. Specify a ticket summary and description, and click OK.

To create a ticket from a message in Teams:

  1. Hover over a message to reveal a bar with quick reactions at the top of the message.

  2. Click the ellipsis button (More options), and then select More actions > new ticket. A ticket creation form opens up, with the message text in the Description field.

  3. Add a summary and optionally edit the description, and click OK.

As the bot creates a new ticket, it will send you its number. You can click that number to open your ticket on the Self Service Portal.

View a ticket by its number

To view the details of a ticket by its number, use the ticket command and specify a ticket number.

To update the ticket with your comment, click Update. To see the history of ticket updates, click History.

List your approvals

To list all requests pending your approval, use the list approvals command.

To approve or reject a request, click Approve or Reject, provide a comment, and click OK.

If you want to see the request details before deciding anything, click View Details, and then pass your verdict on the request details form.

Search the knowledge base

To search the knowledge base, use the search articles command and type in the text to search for. The bot will find all the articles that contain your text.

To see the content of an article, click Details.

View an article by its ID

To view the content of a knowledge base article by its ID, use the article command and specify an article ID.

What Alloy Navigator Express objects you can access in Teams

The Alloy Navigator bot mimics the Self Service Portal behavior for regular users, which means that it gives you access to these Alloy Navigator Express objects:

  • Your own open tickets. You can view non-closed Tickets that you have created yourself.

  • Approval requests pending your approval. You can work with those Approval Requests that are assigned to you and have a "Pending" status.

  • Public Knowledge Base articles. You have access to public Knowledge Base Articles with a "Live" status.