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This process is the easiest way to create a bot from any report or widget that contains the data you need. Prepare the following before continuing:
- An email address - This is needed when choosing to send the alerts through email, chat, or a Teams channel.
- The alert message - Prepare the message that will be sent to the receiver of the alert.
- An escalation message, if an escalation step is needed.
Note: The grid type of widget is the recommended widget type for creating a bot.
Do the following procedure to create a bot:
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Set up the name and email of the technician who will receive the bot alert.
a. Navigate to Widgets on the MSPbots app menu.
b. Select the widget for which you need to create a bot.
c. When the Widget Builder appears, click Dataset. Hover over the ellipsis ... button and click Edit.
d. On the Dataset window that appears, add a column for email on the existing widget. Assign an alias and select User as business type.
e. Next, add a filter saying the email should not be empty. 
f. Add a dimension to show the email address or username of the receiving technician. Select Username for Fields, give an Alias, select User as format type, and click Add.
g. Click Save and Apply.
h. Click the Copy Share Link icon to copy the link to this widget and save it for later.
i. Close the widget.
Select the widget for bot creation.
a. Go to the Dashboard where the widget that needs a botis located.
b. Hover over the upper right corner of Find the widget. Click Hover over the ellipsis ... button, then select Create Bot.
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Create the bot.
a. When the Create a new bot window opens, provide enter a name in the Bot Name and field.
b. Next, identify the Role that will be allowed have access to access the bot. Adding
c. Add a clear Description of the bot is recommended.
. (Recommended)
d. Click Then click the Confirm button. Automatically This action opens the Trigger form will show next screen.
Note: The Trigger screen or form is under also accessible from the Design Tabtab.
Set up the bot trigger.
a. Setup Proceed by setting the Trigger script. The widget name is automatically provided. The name in this field is inherited from field inherits the name of the report or widget where you started the bot creation.
widget selected in Step 2b.
b. Next, go to the meet following criteria section and define the criteria for triggering the bot. Hover over the 
icon and click b. Add criteria/s at "meet following criteria: " section. Select +Add Group or +Add Condition if applicable.
If you want to preview the data, click c. Click the 
Data Inspector icon if you want to preview the data available.
dc. Set the time and frequency for running the bot under "Go to the I want the bot to run base based on this Schedule:" section.
e. For advance scheduling, hover to the Advance Scheduler section and click the "Setting" link.
schedule section and set the time and frequency for running the bot.
Set up Advanced Scheduling (Optional)
a. To set up advanced scheduling, scroll down to the Advanced Scheduler section on the Trigger screen.
b. Click the Setting link to open the Advanced Scheduler window.
c. On the Advanced Scheduler window, configure the bot g. Manually setup the Bot to alert in Minutes, Hours, Day, Month and , or Year. Then, then click Save.
dh. Click the Next button to continue to the steps for defining the bot alert script.
Define the bot alert script.
a. Select Start by activating the channel (s) where the Bot bot will send the alert message. You may select multiple channels, depending on your requirement.Click the slide button for any of the following to switch it ON:
- Microsoft Teams Chat
- Microsoft Team Channel
- Web Message
You may select multiple channels, depending on your requirement.
b. Set up the Alert alert message. E.g. Select "Email" alert.
Almost all alert messages contain the following:
- To: (A receiver/recipient) - Select if: From Dataset Field; From Drill through; From User lists.
Example: To set an Email alert, fill in the following fields:
- To - Select a receiver or recipient from the Dataset Field, Drill through, or User List.
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- Subject - Input
- Subject: Setup a subject manually and/or thru selecting select one using a Dynamic Token.
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- Message : (Setup message content and dynamic token Type - Type a custom message for the alert message)
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You can use the Insert a Token
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button to select
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data to include in the message.
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Formatting options are also available to highlight message sections
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c.
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Click Next when done. This action takes you to the escalation script setup.
Set the
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escalation script.
Take note that the The escalation recipient can be another user, a manager , and/or a next-level manager, depending on your requirement. You can also set several escalation steps as needed.
a. Select a Time Frame for the escalation cycle. Choose from Day, Week, or Month.
b. Define the escalation steps by selecting an Escalation Threshold.
c. Write the Escalation message. Click the + Add Message button to add another message.
For example, if you select Week for Time Frame and 3 for Escalation Threshold, the escalation message would be sent when the bot is triggered 3 times in a week. 
d. Click the Finish button when done.
Activate the
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bot.
In order for the bot to To start sending alerts, click activate the bot by going to the Detail tab and switch ON the ffturning the following switches ON:
a. Switch ON Trigger . - Trigger ON makes - Switch this ON to make the bot available and running.
b. Switch ON Alert . - Alert ON enables - Switch this ON to enable the sending of alerts.
c. Escalation - Switch ON Escalate. - Escalation ON activates this ON to activate the escalation setup.
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