Installing Halp for Microsoft Teams
- Step 1 - Search in the App Store or in your Teams instance from the find an app tab.
- Step 2: Click on the drop down arrow and select “Add to a team”
- Step 3: Select a public place for requesters to submit tickets
- Step 4: Once your public request place is selected, there will be a chat notification from Halp
- Step 5: Click on the chat, a message will appear to view and approve Halp
- Step 6: Submit your username and password then click “Accept” to the terms
- Step 7: Once approved the you will see a “Welcome to Halp!” message in your chat with Halp
- Step 8: Create a dedicated private team where all of your requests will come in
- Step 9: Create the team from scratch
- Step 10: Make sure it is private for just your team of agents, you will be charged based off of how many agents are in this team
- Step 11: Make sure the team is named so your team can identify where your tickets will appear and click create
- Step 12: Once your private team is created add Halp to the team by visiting the App Store
- Step 13: Click on the drop down arrow and select “Add to a team”
- Step 14: Select the new private team you just created and click “Set up a bot”
- Step 15: Go back to your chat with Halp and click on “Select triage team”
- Step 16: Pick the new private team you just created so Halp knows who your agents are, then hit “Apply”
- Step 17: The chat with Halp will send you a new message letting you know you have set up your triage team
- Step 18: Halp will also send a message to your dedicated triage channel letting you know it is set up