Installing Halp for Microsoft Teams

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

How did we do?

Powered by HelpDocs (opens in a new tab)