How iTD Agent Works

Request Submission Process

Web Application

1. Login: Access the web application at iTD Agent Web Portal.
2. Choose a Request Type:
   • Travel Request
   • Leave Request
   • Support Request
   • Discard Request
3. Fill in Details: Enter necessary information for the request.
4. Submit: Confirm and submit the request.
5. Tracking: Monitor request status through the portal.

Microsoft Teams App

1. Installation:
   • Open Microsoft Teams.
   • Navigate to the “Apps” section.
   • Search for “iTD Agent” and add either the production or development app.
2. Usage:
   • Start a conversation with the bot.
   • Select the request type from the prompts.
   • Provide the necessary details.
   • Submit the request.
3. Approval Process:
   • Approvers receive notifications via Teams and email.
   • Requests can be approved or rejected within Teams, SharePoint, or email.

Request Processing

• Travel Requests: Stored in SharePoint, with approval required.
• Leave Requests: Submitted to the Zoho portal for approval and leave balance updates.
• Support Requests: Managed via Zendesk, with notifications sent for updates.

Notifications and Approval

• Users receive email notifications upon request submission.
• Approvers can manage requests through Teams, SharePoint, or email.
• Status updates are communicated to users automatically.

This structured workflow ensures a smooth and efficient request handling process.