N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
These are the names, descriptions, and template links for ConnectWise bots 3.0.
| Bot Name | Description | Template BOT Link |
|---|---|---|
| ConnectWise Manage Attached Agreement Prompter | This bot alerts the user if his time entry has no attached agreement. | bot-ConnectWiseManageAttachedAgreementPrompterTemplate (mspbots.ai) |
| ConnectWise Manage Time Entry Content Analyzer | This bot alerts the user if his time entry has words or phrases like "I think" and/or "I believe". | bot-ConnectWiseManageTimeEntryContentAnalyzerTemplate (mspbots.ai) |
| ConnectWise Manage Ticket Open Task Prompter | This bot alerts the user when a ticket is moved to a defined status but with incomplete tasks. | bot-ConnectWiseManageTicketOpenTaskPrompterTemplate (mspbots.ai) |
| ConnectWise Manage Work Type Prompter | This bot asks the user to confirm his Work Type if his time entry mentions "travel" The work Type is normally set as Remote. | bot-ConnectWiseManageWorkTypePrompterTemplate (mspbots.ai) |
| ConnectWise Manage Onsite Schedule Prompter Real-Time | This bot checks all the tickets with the schedule onsite status and alerts the technician to go to the site. The reminder is sent as it is updated. | bot-ConnectWiseOnsiteSchedulePrompterReal-timeTemplate (mspbots.ai) |
| ConnectWise Manage Prolonged Time Entry Verifier | This bot alerts the user when his time entry for 'Actual Hours' is unusually long. | bot-ConnectWiseManageProlongedTimeEntryVerifierTemplate (mspbots.ai) |
| ConnectWise Manage Short Time Entry Verifier | This bot asks the user if he wants to bill for a time entry that is less than x minutes. | bot-ConnectWiseManageShortTimeEntryVerifierTemplate (mspbots.ai) |
| ConnectWise Ticket In Progress Too Long 3.0 | This bot reminds the user to take action or ask for help if a ticket In Progress has not been updated for a period of time. | bot-ConnectWiseTicketInProgressTooLong3.0Template (mspbots.ai) |
| ConnectWise Manage No Next Step Time Entry Alert | This bot asks the user to input information for the "Next Step" of a time entry if none is provided. | bot-ConnectWiseManageNoNextStepTimeEntryAlertTemplate (mspbots.ai) |
ConnectWise Manage Remote vs Travel Time Entry Verifier | This bot alerts the user when a "Travel" time entry is incorrectly followed by a "Remote" time entry. | bot-ConnectWiseManageRemotevsTravelTimeEntryVerifierTemplate (mspbots.ai) |
| ConnectWise Insufficient Time Entry Prompter | This bot encourages the user to add more details to a long time entry that has only a short note. | bot-ConnectWiseInsufficientTimeEntryPrompterTemplate (mspbots.ai) |
| ConnectWise Manage Password in Time Entry Alert | This bot alerts the user if the password seems to be written in the time entry. | bot-ConnectWiseManagePasswordinTimeEntryAlertTemplate (mspbots.ai) |
| ConnectWise Manage After Business Hours Verifier | This bot alerts the user about a Bus Hrs Service time entry done after business hours. | bot-ConnectWiseManageAfterBusinessHoursVerifierTemplate (mspbots.ai) |
| ConnectWise Manage Ticket Closure QA | This bot performs a QA check after each ticket is closed and sends the results to the user | bot-ConnectWiseManageTicketClosureQATemplate (mspbots.ai) |
| ConnectWise Scheduled Ticket Acknowledgement Alert 3.0 | This bot reminds the user to acknowledge his scheduled tickets and to check his calendar. | bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0Template (mspbots.ai) |
Related Topics
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!