Announcing the new Microsoft Teams integration

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13 Comments

  • Tobias Hermanns

    Hi David,

    we are very much looking into Teams solutions with Zendesk for Internal and External Support.

    We also have still bottlenecks.

    If you have the time, I would like to do a meeting with you to present our workflow, limitations and idea brainstorming.

    Thanks.

    Kind Regards,

    Tobias

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  • Eball

    Do you have to work out of teams or is this also available within zendesk itself?  Can I have a view that shows tickets created within teams?  Is it possible that the user can create a ticket without being sent a link in teams and having it show up in Zendesk?  

    We have some outsource agents that do not have access to teams, but that we would like to be able to help with certain tickets. Is that possible? I do not recall a mention of it that I have seen.

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  • John Meyer

    Oh man I've been waiting for more Teams integrations for years!

    The good:

    1. If you have the Answer Bot enabled users can ask a question, get suggestions, and then be pointed to opening a ticket if not answered by articles. The Answer Bot triage is going to be a new, approved method of opening a ticket for us. Really great.
    2. Very happy to have a shortcut that prompts the user to open a ticket.

    The meh...:

    1. Just about everything else was in the previous integration and I was confused why that one existed. Anecdotally, no agent on my team wants to use Zendesk from within Teams.
    2. Though end users can technically open new tickets with this, they have no idea what Zendesk is, so seeking out and installing a bot called Zendesk, or entering a command in a bot-installed Team (ticket) to open a ticket is not going to happen. They are still going to message us directly and not seek out the Zendesk bot, even if we train them on it. It also looks like I would have to install the bot to each chat from each user to use the features.
    3. Requiring 5 words and a question mark for answer bot is rarely going to work. People don't use punctuation half the time, we get screenshots of errors with no words, or we are given statements (The thing does not work.). I wish there was a more direct way to have the answer bot respond.

    The bad:

    1. The answer bot is extremely buggy. It has never returned an article in my testing. It rarely responds to questions in the first place (yes they have 5 words and a question mark) I also receive random errors when just having normal conversation. I have disabled it to stop the frequent error messages.
    2. I suspect Ed's comments are the beginning of a pattern of replies pointing out that the single most important aspect of a Teams integration is missing. Agents want to work in Zendesk and communicate with users that are using Teams just like we already do with other channels. Specifically, opening Teams to tell users that direct message us to go open a ticket is the problem we want to resolve. I really just want users to be able to open a ticket via a Teams chat and have an agent be able to reply in Zendesk. If the upcoming Side Conversations addition will resolve this then I am going to be absolutely THRILLED.

    Very excited to see development going into Teams integrations. I know this is day 1 so I'll take the issues with a grain of salt. I would love to answer questions about how we could further utilize the integration.

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  • David Gillespie
    Zendesk Product Manager

    Hi Tobias - thanks for flagging. Just saw you've signed up for our customer research so we'll be in contact with you shortly.

    Hi Eball - yes, agents can work from wherever they choose, in either Teams or Zendesk. The demo video was showing the capabilities on the Teams side of the integration. Any ticket that is created in Teams is sent to Zendesk and can be managed and updated like any other ticket in Zendesk.

    The integration allows agents to receive notifications and updates tickets from Teams directly, but they can still continue working from Zendesk if they don't have access or love working from the Zendesk agent workspace!

    Thanks for flagging this - we'll produce another video that shows the full experience from within teams and also Zendesk to help clarify this!

    Hi John Meyer - First off, huge thanks for documenting all of this feedback! Here's my response to each of your feedback items:

    Good 1 & 2 - Thanks and great to hear this will help with your triage of tickets!

    Meh 1: There are a lot of customers using the existing feature set so we have built it into the new product. 

    Meh 2: The app needed to be called Zendesk for Teams as we were constrained with naming conventions on the Teams marketplace. Appreciate that some users may not be familiar with Zendesk but we've built an onboarding experience into the product which should help with users becoming familiar with what the integration does and how they can use it for support. 

    Meh 3 & Bad 1: Thanks for the feedback and I'll work with the Answer Bot team to see what we can do to improve the accuracy of responses and what we can do with the 5 words and a question mark requirement.  

    Bad 2: See my response to Ed above. Agents can continue to work from Zendesk, and by using our integration, your users can continue to work from Teams. After a ticket is created, our integration sends any agent responses direct to the user in Teams, and users can update the ticket and have their responses sent back to Zendesk. 

    Cheers,

    David

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  • Josh

    Off topic, an integration for rich previews with Facebook Workplace (workplace.com) would be amazing. 

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  • David Gillespie
    Zendesk Product Manager

    Hi Josh,

    Thanks for reaching out. There isn't an integration into Workplace at the moment but I've captured your feedback against our integration backlog.

    Thanks,

    David

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  • Simon Blouner

    Hey there,

    Is it gonna be possible to connect multiple Zendesk instances with one Microsoft Teams setup?

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  • Stef Viveen

    Hi Zendesk,

    Very much looking forward to having the feature available that allows our Zendesk agents to start a side conversation with an (internal) contact via MS Teams, directly from their customer ticket.

    Any update on when this feature might be available?

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  • Sean Bourke
    Zendesk Product Manager

    Hey Simon Blouner,

    At the moment the Zendesk Teams App can only connect to one Zendesk account.

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  • Sean Bourke
    Zendesk Product Manager

    Hi Stef Viveen,

    We are currently working on integrating Side Conversations with Microsoft Teams. Go to our ProductBoard for more details, submit ideas or to subscribe to updates on our roadmap.

    1
  • Kelsey Davis

    Hi, I am trying to work out clearly if this will work for us, I am wanting our light agents to be able to respond from teams, but full agents be full time working from Zendesk. Light agents will typically be responding to questions asked by Full Agents on a ticket when tagged, so in response and not as interested in having the Light Agents (teams users) creating tickets (although there could be opportunity for that too).

    It could work for us to use Side Conversations for Teams as well, but there are reasons it shouldn't be a Side Conversation and should be part of the general ticket comments

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  • David Gillespie
    Zendesk Product Manager

    Hi Kelsey Davis,

    Yes, you can do this using the integration too. Light agents are able to submit internal notes and responses on tickets from within Teams.

    How would the agents be tagged to the ticket? Using @mentions or another mechanism?

    Thanks,

    David

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  • Kelsey Davis

    Thanks David Gillespie

    Yes we currently would tag them using @ or add them to the CC field so they are alerted via email in outlook currently. We haven't yet moved over to CCs and followers but intend to do so.

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