Initiate a chat with the caller from an incident

task brazil Updated Sep 10, 2026 1 min read initiate-chat-incident-itsm-mobile.md
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Initiate a chat with the caller from an incident to discuss the resolution of an incident.

Before you begin

Role required: itil, itil_admin, or admin

Procedure

  1. Open the ITSM Mobile Agent app.

  2. On the My work tab, tap See All.

    [Omitted image "my-work-itsm-mobile.png"] Alt text: My work.

  3. Tap the incident record you want to work on.

  4. Tap Caller.

    [Omitted image "caller-incident-itsm-mobile.png"] Alt text: User details in ITSM Mobile Agent

  5. Do one of the following:

    Option Action
    Initiate chat in Slack Tap the Slack contact.
    Initiate chat in Microsoft Teams Tap the Microsoft Teams contact.

    [Omitted image "user-details-2-itsm-mobile.png"] Alt text: User details in ITSM Mobile Agent

    Note: The Slack and the Microsoft Teams contacts display only if the caller has valid Slack and Microsoft Teams accounts.

Parent Topic:Collaboration with incidents

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