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IT answers inside Microsoft Teams

A starting point for an internal helpdesk bot that resolves password, VPN, and access questions right in Teams, and hands the hard ones to your IT staff with full context.

A ticket that never became a ticket

IT helpdesk

In Microsoft Teams

My VPN keeps dropping on the office wifi.
Try switching the VPN protocol to TCP in the client settings, then reconnect. That fixes most drops on our network. The full guide is in the VPN troubleshooting doc.
Did that, still dropping every few minutes.
Thanks for trying it. I am escalating this to the IT queue with your messages attached. Someone will reply to you right here in Teams.
Perfect, thanks.

The employee never leaves Teams. IT picks up the escalation in the shared inbox and replies into the same thread.

What this template does

Meets employees where they already are

The bot lives in Microsoft Teams through a native integration, so nobody hunts for a portal login to ask why the printer queue is stuck.

Answers from your own runbooks

The AI trains on the IT documentation you point it at: setup guides, troubleshooting pages, and policy docs, re-crawled nightly as they change.

Escalates with context

When self-serve fails, the conversation moves to the shared inbox for IT staff, carrying everything the employee already tried.

Why internal support suits a bot so well

Internal IT questions cluster harder than customer questions do. A hundred employees on the same laptop image, the same VPN client, and the same SSO provider generate the same fifteen problems on rotation. That makes the documentation problem small and the payoff fast: write good pages for those fifteen problems once, and the bot handles the repeats every day after.

The Teams placement is the other half of the win. Employees already interrupt IT staff in chat because it is the path of least resistance. This template keeps that convenient front door but puts the AI behind it first, so a human only gets interrupted when the runbook genuinely does not cover it. IT staff answer from the shared inbox on their own schedule, and the reply still arrives in the employee's Teams thread.

Set it up

Step 1

Publish and crawl your IT docs

Point the no-code crawler at wherever your IT guides live on the web: an internal docs site, a help subdomain, or a set of published pages. The AI trains on them in minutes.

Step 2

Connect Microsoft Teams

Enable the native Teams integration so employees can message the bot directly in the app they already have open all day. Slack and Google Chat work the same way if your org is split.

Step 3

Define the escalation path

Set low-confidence handoff and add a workflow rule that routes unresolved chats to the IT team in the shared inbox, tagged by topic so hardware and access requests land with the right person.

Works everywhere your company chats: native Microsoft Teams, Slack, Zoom, and Google Chat, plus the website widget for an intranet page.

Give IT its evenings back

Start on the free Basic plan and connect Teams today. Pro at $25/mo and Unlimited at $95/mo cover growing teams, flat.

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