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Major Incident Swarming via Microsoft Teams
See how you can integrate Servicely and Microsoft Teams to enable Major Incident Swarming directly in Teams.
Video Transcript
In this video, we'll show how users can integrate Servicely with Microsoft Teams for major incident forming. So, in the Servicely platform, let's first create our major incident. I'll hit 'Create' so I can populate only the mandatory fields, an assignment group and a classification. Then, on the major incident tab, I'll set this to major incident as 'Yes.' I'll accept the confirmation message, and now I'll populate the mandatory fields. Here, I can specify who that major incident stakeholder is, as well as any of those additional stakeholders that we would want to bring in to swarm on this major incident.
Now, once those users have been identified and I save the record at the bottom of the screen, I get a 'Create Teams Major Incident Chat' button. This prompts the platform to create that group chat, pass some information over into Microsoft Teams, and when I change it to my Teams window, we can see that a new group chat has been created. The group chat includes the incident number, the description, and is entirely configurable to meet our needs. From within the team's chat, I can have a conversation with those critical stakeholders.
And when that conversation is finished, I can use the power of the platform to go back and summarize that conversation, so that way, we can get all of the action items and all of the notes back down into the platform without needing to copy and paste. If I click the 'Export Team's Major Chat Messages' button, the platform will retrieve the information, run it through our configurable large language models, and put the content back into the platform. It'll include things like what users performed what actions and when, as well as any other activities that need to be completed upon the completion of this task.
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