Get started with Jira Service Management for admins
Your first stop for learning how to get started with Jira Service Management.
What is chat?
Chat brings your service projects directly to either Slack or Microsoft Teams. When people ask for help in chat, your agents can create issues, respond, close requests, and more — all without leaving Slack or Teams.
Your service project connects to either Slack or Teams through an app called Atlassian Assist.
If you’re ready to set up chat for your service project, follow the steps for your tool:
A Jira site can only connect to one Slack workspace or Microsoft Teams tenant at a time.
Agent channel
When you connect your service project to Slack or Teams, you’re prompted to create an agent channel or team. This is where your agents can assign, edit, and respond to issues, so they should be the only members.
Each service project has one agent channel.
Approve requests
Team members can approve issues directly from Slack or Teams. Find out more about approvals in Jira Service Management.
If a request type with an approval step is set up with chat, Assist sends approvers a direct message with the option of approving or declining the request.
Discover more about approvals in chat:
Request channels
A request channel is where customers ask your agents for help. When someone sends a message in a request channel, agents can create an issue by:
Reacting with a ticket emoji (:ticket:) in Slack
Once an issue is created, it appears in your agent channel in Slack or Teams and in your service project. When an agent works on an issue, comments post to Slack or Teams so the customer can respond.
Unlike an agent channel, you can have more than one request channel for each service project.
Request types
You can select which request types you want to use in Slack or Teams, however, some fields aren’t supported and won’t show on the request form.
If you have a required field in a request type that isn’t supported by chat, you can’t use that request type. If you want to use the request type without the unsupported field, just make sure it’s not a required field to avoid any errors.
Supported field types
Chat supports several Jira field types:
Checkboxes
Component fields
Date Picker
Labels
Number field
Select list (single or multiple choices)
Short text (plain text only)
Text field (single line)
Text field (multi-line)
User picker
Paragraph (supports rich text)
Radio buttons
Select list (cascading)
Synced comments and actions
When your service project is connected to chat, comments and actions in Slack or Teams immediately sync with the issue, and vice versa.
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