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- Go to Bots in the MSPbots app and open the ConnectWise Manage Attached Agreement Prompter (Company Name) bot.
- Click the Design tab and select the configuration that you want to edit: Real-time Data, DataFilter, Alert, or Escalation.
- To edit Real-time Data:
- Hover over the ellipsis ... icon and click Edit.
- Select an option for Data Source from the drop-down menu and click Next. This action continues to the editing of the DataFilter.
- Hover over the ellipsis ... icon and click Edit.
- To edit Data Filter:
- Go to DataFilter, hover over the ellipsis ... icon, and select Edit.
- Edit the default settings by clicking the
button. This action allows you to add a new group and/or conditions.
- Click Next when done and ready to edit the Alert script. If you want to skip editing the Alert script message modal, click Next on the Alert window.
- Go to DataFilter, hover over the ellipsis ... icon, and select Edit.
- To edit the Alert script:
- Go to Alert, hover over the ellipsis ... icon, and select Edit.
- Select an option for sending the alert messages and switch the toggle button ON to activate the bot.
- Update the To field with the recipient's email.
- Customize your alert message.
- Click Next to save and proceed to Escalation script setup.
- Go to Alert, hover over the ellipsis ... icon, and select Edit.
- To edit Escalation:
- Go to Escalation, hover over the ellipsis ... icon, and select Edit.
- Select Default setting is weekly. Can be changed to Day, Week, or Month as cycle for escalation Time Frame.
- Define the Steps, Threshold, and Messages per escalation level.
- Click Finish when done.
- Go to Escalation, hover over the ellipsis ... icon, and select Edit.
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