Jira Service Management / Service Desk

Overview

The Jira Service Management connector enables your Leena AI Agents to integrate with your organization's Jira Service Management platform, facilitating automated service desk operations, request management, and workflow automation.

Jira Service Management is a service desk solution that enables IT, facilities, HR, legal, marketing, finance, and other teams to track, prioritize, and resolve requests from teammates and customers. The Jira Service Management connector allows Leena AI to automate service desk workflows, manage requests, and interact with service desks seamlessly.

API Details

Leena AI integrates with Jira Service Management via REST APIs.

Documentation link: Jira Service Management Cloud REST APIs

Setup

The Jira Service Management connector uses Basic API Key authentication.

Prerequisites

Before setting up the Jira Service Management connector, ensure you have:

  • Administrator access to your Atlassian Account
  • Access to Jira Service Management instance
  • Ability to create API tokens in Atlassian
  • Access to your Leena AI workspace with connector management permissions

Get credentials

Here is how to create an API token in Jira Service Management:

  1. Log in to Atlassian Account

    1. Go to https://id.atlassian.com/manage-profile/security/api-tokens
    2. Sign in with your Atlassian account
    3. Alternatively, you can login to the dashboard, and navigate to Profile > Security > API Tokens to create an API token

  2. Create API Token

    1. Click Create API token
    2. You can also choose Create API token with scopes, if you wish to limit the access
    3. Enter a memorable and concise Label for your token along with the expiration date
    4. Define applications for which you need to create token for. Select Jira for Jira Service Management/Service Desk or Jira Cloud
    5. Select Scopes, in case you are generating a token with limited access
    6. Click Create
    7. Copy your token to a secure location

Add connection

Here is how to add a connection on Leena AI:

  1. Log in to your Leena AI workspace

  2. Navigate to Settings > Integrations

  3. Search for "Jira Service Management" and select it from the list to add its new connector

  4. Select Basic Authentication type

  5. Start configuring the connector

    1. Base URL: The base URL for your Jira instance (e.g., https://your-domain.atlassian.net). Note: Do not include trailing "/"
    2. Email: The email address associated with your Atlassian account
    3. API Token: The API token created in previous steps

  6. Save the connector configuration

Actions

The following actions are supported for the Jira Service Management connector:

Create Issue

Creates a new service desk request/issue in Jira Service Management. The Agent can leverage the skill (workflow), which has been designed to create a new service desk request, once the user raises a query to do so. This enables automated ticket creation through conversational interfaces, allowing users to submit service requests directly through the virtual assistant.

Input Parameters

Here are the input parameters required to set up this action:

Mandatory

NameDescription
Service Desk IDThe ID of the service desk where the request will be created
Request Type IDThe ID of the request type for this issue

Optional

NameDescription
Request FieldsThe custom fields associated with a service request. Form answers allow you to populate custom fields specific to the request type

Here is a sample JSON input:

{
  "serviceDeskId": "10",
  "requestTypeId": "25",
  "requestFields": {
    "1": {"text": "Answer to a text form field"},
    "2": {"date": "2023-07-06"},
    "3": {"time": "14:35"},
    "4": {"choices": ["5"]},
    "5": {"users": ["qm:a713c8ea-1075-4e30-9d96-891a7d181739:5ad6d69abfa3980ce712caae"]}
  }
}

Response

Upon successful creation, the action returns the created service desk request details including:

  • Request ID
  • Request key
  • Request status
  • Created timestamp

Get Customer Requests

Retrieves all requests for the user executing the query, providing comprehensive visibility into service request status and history. This action can be leveraged by Leena AI Orchestrator/Agent to list down all service desk requests for the authenticated user. Here are some common use cases:

  • Personal Dashboard: View all your submitted requests
  • Request Tracking: Monitor status of multiple requests
  • History Review: Access past service requests
  • Team Overview: Managers can review team requests

Input Parameters

Here are the input parameters required to set up this action:

Mandatory

None

Optional

NameDescription
Service Desk IDFilter by service desk ID, within which the issue is raised
Request OwnershipThe primary owner ID of a particular request
StartStarting index for pagination (default: 0)
LimitMaximum number of results (default: 50)

Here is a sample JSON input:

{
  "serviceDeskId": "10",
  "start": 0,
  "limit": 50
}

Response

The action returns a list of service desk requests, each containing:

  • Request ID and key
  • Request type information
  • Current status
  • Created and updated timestamps
  • Owner information
  • Summary and description

Get Customer Request by ID/Key

Retrieves comprehensive detailed information about a specific service desk request, including all associated metadata, comments, and attachments. The Agent can leverage the skill (workflow), which has been designed to fetch detailed information about a specific service request. Here are some common use cases:

  • Status Updates: Check detailed status of a specific request
  • Request History: View complete interaction history
  • Context Review: Access all request details for troubleshooting
  • Audit Trail: Review request lifecycle for compliance

Input Parameters

Here are the input parameters required to set up this action:

Mandatory

NameDescription
Issue ID or KeyThe exact ID or key of the issue which needs to be searched for

Here is a sample JSON input:

{
  "issueIdOrKey": "DEMO-4"
}

Response

Upon successful retrieval, the action returns detailed information including:

  • Complete request details
  • All comments and interactions
  • Attachment information
  • Status history
  • Assigned agent details
  • Custom field values
  • Timeline of all changes

Perform Request Transition

Transitions a service desk request through workflow states while allowing the addition of contextual comments. The Agent can leverage the skill (workflow), which has been designed to move requests through predefined workflow states (e.g., from "Open" to "In Progress" to "Resolved"). Here are some common use cases:

  • Workflow Automation: Automatically progress requests through states
  • Status Updates: Change request status based on actions
  • Escalation: Move requests to management queues
  • Resolution: Close resolved requests after confirmation
  • Approval Workflows: Implement approval processes

Input Parameters

Here are the input parameters required to set up this action:

Mandatory

NameDescription
Issue ID or KeyThe unique identifier of the issue
Transition IDThe status/state to which the issue needs to be transitioned to

Optional

NameDescription
Additional CommentsComments to add during transition

Here is a sample JSON input:

{
  "issueIdOrKey": "DEMO-5",
  "transitionId": "10012",
  "additionalComments": "Moving to In Progress as investigation has begun"
}

Response

Upon successful transition, the action returns:

  • Updated request status
  • Transition timestamp
  • Confirmation of comment addition (if provided)
  • Current workflow state

Create Attachment

Uploads files to a service desk request, enabling users to attach supporting documents, screenshots, logs, or other relevant files to their service requests.

Input Parameters

Mandatory

NameDescription
Issue ID or KeyThe unique identifier of the issue to attach files to
FileThe file to be uploaded

Response

Upon successful upload, the action returns:

  • Attachment ID
  • File name
  • File size
  • Upload timestamp
  • Attachment URL

Get Request Types

Lists all request types configured for a service desk, helping users understand available service categories and enabling intelligent request routing.

Input Parameters

Mandatory

NameDescription
Service Desk IDThe ID of the service desk to retrieve request types from

Response

The action returns a list of request types including:

  • Request Type ID
  • Request Type name
  • Description
  • Icon information
  • Field configuration details

Get Service Desks

Retrieves all available service desk projects, providing visibility into organizational service desk structure.

Input Parameters

Mandatory

None

Response

The action returns a list of service desks including:

  • Service Desk ID
  • Service Desk name
  • Project key
  • Project type information

Get Transitions

Gets available workflow transitions for a specific request, showing what status changes are possible from the current state.

Input Parameters

Mandatory

NameDescription
Issue ID or KeyThe unique identifier of the issue

Response

The action returns available transitions including:

  • Transition ID
  • Transition name
  • Target status
  • Required fields for transition