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Chime V5 AI Chat

Onboarding illustration

AI Chat Onboarding Tips and Tricks

Top 5 steps to onboard AI Chat in your organization

We know your time is valuable. The following roadmap should provide an overview of the steps involved with onboarding (adding) the app as your AI chat based service desk. Please contact us with any questions - or custom requirements.

Sign Up For Chime V5 Evaluation

The chat service is an enterprise AI chat application that includes a knowledge base and AI features. Follow the these steps to register for a free evaluation:

  1. Navigate to the evaluation page in ChimeV5.com.

  2. Fill out the evaluation form.

  3. Click the submit button.

  4. Await a confirmation email from us.

  5. Respond to the questions in the confirmation email.

  6. We will create a tenant environment upon receiving your reply.

  7. Receive your tenant environment account details via email.

Getting Connected - Authorize Your O365 Tenant

This section is intended for admin and Azure AD admin.

Upon completing your sign-up, we will send you an email containing your tenant URL (organization URL) and admin account details.

Following this, the next step involves configuring Azure AD Authentication, which enables you to use your Office 365 account for authentication.

The process to enable Azure AD Authentication consists of these steps:

  1. Our team will reach out to you via email to request your Azure Tenant ID.

  2. After we receive your Tenant ID, we will proceed to set up the Azure AD/Entra Authentication for your tenant alongside an Azure Admin from your organization.

For additional details on this, please see our Onboarding Technical Documentation page.

Once the setup of your Tenant ID is complete, your login page will be updated to include an Office 365 authentication button.

Helpdesk AI Office 365 authentication page

How to Install the Teams App

Microsoft Teams Store

Find ‘Chime V5’ on Microsoft AppSource and install for Microsoft Teams.

Microsoft AppSource

Get our SaaS offering on Microsoft AppSource.

Microsoft Marketplace

Get our SaaS offering on Microsoft Marketplace.

For details on how to install the app on Microsoft Teams, please follow the following instructions.

Teams Mobile App QR Code

Use our QR code access to real-time support in the Teams App.

Onboarding by User Role

Admin icon

Admin

Admin Dashboard

Update Tenant Branding

Add Managers and Agents

Assist with Manager and Agent Onboarding

Project icon

Project Lead/ Coordinator

Plan out Project Timeline

Initial Configuration

(Optional) Pilot Testing

Deploy the app to Org

Agent icon

Agent Role

Agent Dashboard

Availability

Accepting a Chat Session

Agent Web Client Tools

End user icon

End User Role

Install the app on Microsoft Teams Apps

Starting a Chat In Teams

Starting a Chat in Web

Manage role icon

Manager Dashboard

Onboarding agents

Reporting

User Management

Manager Role

Technical setup icon

Technical Setup Administrators

Azure Admin Approves O365 Login

Teams Admin Approves the Application

Teams Admin Deploys the Application

Useful Tasks

Action Item Description Link
Add (invite) agents/managers Invite new team members to operate as support agents or support managers Open
Create or update FAQs Learn about FAQ features Open
Connect with your ticketing system Integrate your customer support ticketing system for streamlined operations Open
Start a chat from your MS Teams client Initiate chat conversations directly from Microsoft Teams Open
Start a chat from the chat client Begin chat sessions using the dedicated chat client interface Open
View some reports Access and analyze performance and activity reports Open
Enable ChatGPT chat connection Integrate ChatGPT for AI-powered chat support Open