Davis Assistant for Microsoft Teams

To set up and use the Davis Assistant Microsoft Teams app

  1. Install the Davis Assistant app for your team.
  2. Link your Teams and Davis Assistant accounts.
  3. Configure channel settings by adding a tab.
  4. Interact with Davis Assistant in private chats or in channels.

Any settings you configure within Teams are immediately mirrored in Davis Assistant Web.

Install the Davis Assistant app for Microsoft Teams

To provision the Davis Assistant app in Teams

  1. From the Apps tab, search for and select the Davis Assistant app. Install Davis Assistant

    If the Davis Assistant app isn't listed in Teams, it could be that your Teams administrator has disabled third-party apps. Read more about this in Teams documentation.

  2. Select Add. This automatically sets up Davis Assistant for your entire team. Add Davis Assistant

  3. Search for and select your team and channel for which you want to add the Davis Assistant tab. We recommend the General channel. Select Set up. Set up button

  4. Next, on the tab configuration screen, select a Dynatrace environment. This is the environment about which you can communicate with Davis Assistant in the channel. Enable Notifications to receive push notifications from the environment. Optionally, you can filter interactions and notifications using tags (Channel tag filter) and, finally, inform channel members that you've added a new tab (Post to the channel).

    Save your settings. These Davis Assistant settings will be available to you in a tab after installation. Channel tab configuration

    When done, you'll see the Davis Assistant tab with quick settings pinned to your channel. Read Channel settings below to edit settings.

    Installed tab

    Your channel receives a notification that the tab has been installed.

    Tab notification

  5. After installation, Davis Assistant is available to linked users in any team channel—see Interact with Davis Assistant.

  6. You can set up a Davis Assistant tab for any of your other channels.

Every user must link their account—this means that your Teams account is linked to your Davis Assistant account (the account you use to access Dynatrace environments).

Linking is a one-time procedure and can be done from any channel.

  1. Begin by saying anything to Davis Assistant, for example, Hi, in any Teams channel. Note that you must @mention Davis Assistant in channels (see Interact with Davis Assistant).

    If your account is not linked, Davis Assistant responds with instructions to link your account. Link your account

  2. Select the link provided. This opens a private chat with Davis Assistant with the text link my account prefilled. Send Send the message.

    You don't need to @mention Davis Assistant in private messages.

  3. Select Link Account in the Davis Assistant chat window. Link account

  4. Enter the email address you use to access Dynatrace environments in the Dynatrace single sign-on window. This ensures that Davis Assistant can access all your environments from within Teams. SSO

  5. Select an environment and click Authorize. This becomes the default environment you communicate with Davis Assistant about in private messages. Select an environment

    You can change this setting at any time in Davis Assistant Web or the Davis Assistant tab of your private chat in Teams.

  6. An environment status message from confirms that your account has been successfully linked. Continue chatting directly with Davis Assistant in the chat or in any channel. Account linked

Notes
  • Each channel and your private chat with Davis Assistant can have a different environment setting. This is managed in channel settings.
  • After periods of inactivity in Teams, while you can continue to chat with Davis Assistant in a channel or privately, you might need to sign in again in order to access tab settings. Sign in again

You can unlink your account at any time. In your private chat with Davis Assistant, select Logout in the Davis Assistant tab.

Log out

Alternatively, type logout in your private chat with Davis Assistant or in any channel. (Don't forget to @mention Davis Assistant in a channel.) You'll see this confirmation message.

Log out in a channel

Channel settings—add a tab

Linked users can interact with Davis Assistant in any channel that has been configured for communication, that is, you've selected a Dynatrace environment for the channel. This is the environment about which you communicate in the channel.

Each channel as well as your private chat with Davis Assistant can have a different environment setting.

Any user with a linked account can add a tab, giving you easy access to Davis Assistant settings, which are automatically mirrored in Davis Assistant Web (where linked users can also edit channel settings).

If you attempt to talk to Davis Assistant in an unconfigured channel, you're asked to set up a tab.

Unconfigured channel

To add a tab

  1. Select Add a tab Add a tab button at the top of the channel.
  2. Select Dynatrace Davis Assistant from the app list. Add a tab
  3. Configure tab settings and Save:
    Davis Assistant tab settings
    • Dynatrace environment: Select a Dynatrace environment as the default for the channel. Note that the choices available vary from user to user and depend on what you have access to.
    • Notifications: Enable to receive push notifications from Davis Assistant about your environment.
    • Channel tag filter: Select tags to filter Davis Assistant notifications and responses. The tag list is filtered as you type.
    • Post to the channel about this tab: The channel is notified when the tab has been added. Tab added notification

To change settings, select the Davis Assistant tab at the top of the channel. Select the drop-down arrow > Settings. You can also Rename or Remove the tab.

Davis Assistant tab

Renaming the tab doesn't change the way you address Davis Assistant for interaction in a channel—read below.

Interact with Davis Assistant

After you've linked your account, you can interact with Davis Assistant directly in a private chat or in any configured team channel.

How to address Davis Assistant

In any team channel, you must @mention Davis Assistant in order to interact. Begin by typing @ followed by the first few letters of Davis Assistant's name, for example, @dav or @dyna. You can then quickly choose the autocomplete suggestion to address Davis Assistant correctly.

@mention Davis Assistant

In private chats with Davis Assistant, you can skip the @mention and directly address your questions to Davis Assistant.

Follow this with your monitoring-related questions using natural language, including simple phrases and question fragments such as "daily report," or "which environment."

Converse in a channel

Chat privately

Converse with Davis Assistant

In a channel, when you hit Reply to Davis Assistant, an @mention is autopopulated.

Reply Automatic @mention

Anyone can reply to a notification or answer, and you can tag another team member, so you can have a multi-way conversation with Davis Assistant.

Conversation

Respond to cards and notifications

Davis Assistant provides actionable insights into monitoring data via natural language responses and chart visualizations. Notifications and cards contain several options for you to respond and modify questions, provide input that's recorded within your environment, and scroll through information.

For example, a simple request for "response time" brings up a response time graph for your most heavily used app during the last 24 hours.

Response card

In the card, you have options to request data for a different timeframe (Change time) or application (Change application). When you opt to change application, you can even choose a different type of entity (Change type > Application or Service). Select an application/service and hit Submit. Davis Assistant displays a fresh card depending on your changes.

Change application

Push notifications for problems are color coded to show problem status at a glance.

Problem notification

Problem notifications are updated in place as a problem changes status. When a problem is resolved, its color changes to green and the problem duration is displayed.

Updated problem

When you're shown multiple problem cards, say, in a list of open problems, buttons (First, Second, ..., Next, Previous, Back) enable you to scroll through problems, select an individual problem, and interact with it.

Problem list

You can interact with problem cards—select Add Comment and then Submit to enter a comment.

Problem comment

When your comment is recorded, the problem card is automatically updated.

After adding a comment

Follow the link provided to the problem to see your comment in context directly in Dynatrace problem details.

Problem details

Teams integration settings in Davis Assistant Web

After you've linked your account, Teams integration settings are available in Davis Assistant Web.

Settings for Teams channels

From the navigation menu on the left, navigate to Configurations > Integrations > Microsoft Teams. Here you can manage the environment settings for all your team channels in one place.

Choose your Team name, for example, Davis Assistant.

Teams channel settings

Select a channel and access all its settings. From here you can:

  • Change the Dynatrace environment associated with the channel.

  • Enable notifications.

  • Filter interactions: Select tags to filter Davis Assistant notifications and responses. The tag list is filtered as you type.

    Channel settings

    Note that if you enable notifications, you'll see an additional field for filters that apply specifically to notifications. These tags are in addition to interaction tags to make notifications more specific.

Be sure to Save changes to settings. These changes are automatically mirrored in the channel-specific tab configured within Teams.

Settings for private chats

From your private chat with Davis Assistant, choose the Davis Assistant or Help tab, then select the globe icon Globe icon to be directed to settings in Davis Assistant Web.

Teams Davis Assistant private chat settings

Make sure your Team selection is Direct Message. Then select Direct Messages from the list below.

Direct messages

Here you can set the Dynatrace environment for your private chat and tags to filter the conversation.

You can't enable notifications for private chats with Davis Assistant.

Private chat settings