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This article has the following information on Autotask Late Time Entry Alert Bot 3.0 Template:
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How is this bot helpful?
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AutoTask Late Time Entry Alert Bot 3.0 Template alerts in Real-Time Template sends real-time alerts to users whenever they log a late time entry. Enabling this bot will automatically remind your techs reminds technicians to charge time entries right after they finish working on a ticket to improve their . This improves KPIs, compute ensures the accurate computation of utilization rate and agreement profitability accurately, increase increases the revenue and profit of your the company, and maintain maintains a positive collaboration between techstechnicians.
How to Clone the Template Bot
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- Go to Bots
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- on the MSPbots menu and click the Template Bots tab.
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- Search for Autotask Late Time Entry Alert Bot 3.0 Template.
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- Follow the rest of the procedure on the page for How to Clone a Template
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- Bot.
Bot Configuration Details
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After cloning the botsbot, check the following default setup and update if necessaryor customize it according to your needs.1. Go
- Go to Bots in the MSPbots app and click the My Bots tab.
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- Search for the bot i.e.
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- , Autotask Late Time Entry Alert Bot 3.0
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- then click it to open the bot details.
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- Click the Design tab
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3. Default Data Source : Autotask -Timentry. Click Next.
4. Default Data Filter setup. Click Next.
5. Default Alert Message setup
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- to open the Real-time Data window.
- Next, select AutoTask-Timeentry as Data Source then click Next.
- When the window opens, do not change the default settings and click Next.
- When the Alert window opens, go to the text for the Alert message, click on {Ticket #}, and click the Insert a token icon.
- Make sure {Ticket #} uses
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- the dynamic token "{ticketNumber}" instead of "{ticketID}".
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- The "{ticketNumber}" link redirects properly to your Autotask PSA system.
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- Below is an example of the actual bot
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- message generated:
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6. Click Next.
7. Default Escalation setup
8. To pre-save any changes made, Click Finish.
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- Click Next to open the Escalation window.
- Modify the default Escalation setup if needed and click Finish. If there is no change is done, proceed to click Finish.
- Lastly, go back to the Design tab and click Save to apply all the changes.
How to
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Activate the Bot
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To activate
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a bot, read the instructions on the Activating a Bot on the MSPbots App page.
5.
Overview
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