Set up the Chat Integration
Level: System Administrator / Serraview Implementation Team
Your employees can launch their company communication app of choice directly from the person card. Some examples are Microsoft Teams or Slack.
If you want to update multiple people, then use the Person Import and populate the Chat URL and Chart Type columns.
Prerequisite
- Speak to your IT team to obtain the Chart URL for your messaging service.
Set up
From Serraview, complete the following:
- Navigate to Resources > People Directory.
- Search for the person.
- Click the person's name. The Edit Person form displays.
- In the Chat URL, enter the chat URL. This is the URL used to open the client's messaging service.
For example:
The Microsoft chat URL is in the following format and the email_address is the employee's email address.
https://teams.microsoft.com/l/chat/0/0?users=email_address&topicname=Chat
5. From the Chat Type drop-down, select Teams or Slack.
6. Click the Update Person button.
Watch Engage in Action
Now, that you have set up the configuration, here is what your employees will experience.