Microsoft Teams Integration

NITRO Engage Bot

Teams Channels

Teams Chat

Adaptive Cards

NITRO Engage Bot for Teams

The NITRO Engage Bot along with NITRO Studio workflows transform Microsoft Teams into a true automation platform. With the use of a bot that engages end users coupled with workflows that power processes, NITRO Studio delivers what is needed to take Teams to the next level of productivity and efficiency gains.

Learn more about Crow Canyon’s NITRO Engage Bot for Teams >>

Teams Channels

Channels in Microsoft Teams provide a way for groups of people to communicate and work cooperative to accomplish their work. NITRO Studio is set up to work with Teams Channels in the following ways:

• NITRO Workflows can send messages to a Teams Channel. Keep the team up-to-date! Notify the HR team when a Leave Request is approved, the Purchasing team when a purchase requisition has been processed, or the IT team when a new ticket is created. NITRO Workflows give the added power needed to keep the team informed and on track.
• NITRO Workflows can create a Channel in an existing Team. For example, there may be a Projects team. When a new project or sub-project is created in the NITRO Project Tracker application, a new Channel can be created in the Projects team to manage the project.
• Using NITRO Engage Bot in a Channel. The NITRO Engage Bot can be used in a Channel by addressing it with the standard “@NITRO Engage” format. The Bot will then run whatever command is entered, such as “Show me a list of open help desk tickets”, “Create new Request”, or “Search KB”. This provides important functionality while a group is interacting in a Teams Channel.
• Displaying Application Pages in a Channel. Our SharePoint-based applications and user portals pages can be displayed on tabs in a Channel. This gives the team immediate access to pages that show reports, allow creating and updating of requests, and display lists of open, closed, or overdue items.

Teams Chat

• Teams Chat can be used to provide live support. A Teams user can be set up to respond to users for applications such as Service Desk, Purchasing, and HR. Employees can then chat with this user (a live person). If the issue or question cannot be resolved during the chat session, the next steps could be:
  • A new Ticket or Request can be created from a Teams Chat. The Chat window has an option to create a new ticket, using the information in the Chat. Support can easily move from live chat to a new ticket when the session needs more investigation, more time, or other resources to resolve.
  • Launch Remote Support Sessions from Teams Chat. Using the Teams Meeting feature, a support person can start a remote screen sharing session with user to speed resolution.

Adaptive Cards w/NITRO Workflows & Engage Bot

Adaptive Cards are a great way to display lists and forms in Teams. Adaptive Cards, along with our NITRO Workflows and NITRO Engage Bot, bring true Business Process Automation to Teams.

How it works

With the NITRO Engage Bot, items in a SharePoint list, such as Open Tickets or New Orders, can be displayed in Teams. When the item is clicked, an Adaptive Card shows the details of the item, along with actionable buttons that launch NITRO Workflows.

For example, a user can make a Leave Request through the Engage Bot. The user’s manager gets a notification in Teams and opens the Request to view it. Buttons on the form allow the manager to approve or make other decisions on the Request. The NITRO Engage Bot and NITRO Workflows work together using Adaptive Cards to power the request and approval process.

Another common use is for Help Desk Tickets. An agent can view a list of Open Tickets and pick one up or assign it to another person. When a ticket is assigned, the agent can add to the work log, reassign it, change status, and make other modifications, including closing the ticket. This is all done with Adaptive Cards interacting with NITRO Workflows.