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1. Log in to the MSPbots app using your Office 365 account. 
2. Navigate to Bots on the left menu then click the New Bot button on the Bots screen.
3. When the Create a new bot window appears, select Quality Assurance Bot.
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4. Fill in the required fields for creating a bot. 
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   1. Enter
   Next, enter
   1. a name in
   the Next, identify
   1. the Bot Name field.
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   1. Identify the Role that will have access to the bot.
   2. Add a clear Description of the bot. (Recommended)
   3. Then click the Confirm button.
   This action
   1. Clicking Confirm opens the tab
   for your bot
   1. with
   its
   1. the details and
   the link to its design settings
   1. settings for your new bot. 
      
      
5. Set Next, set up the bot trigger and click . 
   1. Click the Design button on your bot's tab.  
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      This opens the Trigger window where you can configure the trigger script.
      
6. Create conditions by selecting a trigger Proceed by setting the Trigger script. The widget field inherits the name of the widget selected in Step 2b.

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   2. Start defining the trigger by selecting Widget or Dataset, and your PSA.
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   3. Next, go to the meet following

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1. 1. criteria section and define the criteria for triggering the bot. Hover over the  icon and click +Add

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1. 1. Group or +Add Condition.
      

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      If you want to preview the data, click the  Image Modified Data Inspector

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1. 1. icon.

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   2. Go to the I want the bot to run based on this

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1. 1. schedule section and set the time and frequency for running the bot.

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2. Set up Advanced Scheduling (Optional)

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   1. 1. To set up advanced scheduling, scroll down to the Advanced Scheduler section on the Trigger screen.

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   1. 1. Click the Setting link to open the Advanced Scheduler window. 

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   1. 1. On the Advanced Scheduler window, configure the bot to alert in Minutes, Hours, Day, Month, or Year, then click Save.

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   1. 1. Click the Next button to continue to the steps for defining the bot alert script.

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   1. Define the bot alert script.

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      1. 1. Start by activating the channel where the bot will send the alert message. Click the slide button for any of the following to switch it ON: 
            • Microsoft Teams

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      1. 1. • Chat 
            • Microsoft Team

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      1. 1. • Channel 

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      1. 1. • Email 
            • Web Message
              

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      1. 1. • 
              You may select multiple channels, depending on your requirement. 
              

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      1. Set up the alert message. 

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      1. 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.
          • Subject - Input a subject manually and/or select one using a Dynamic Token.
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        •  Link
          • Message Type - Type a custom message for the alert message. 

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                                   You can use the Insert a Token button to select data to include in the message. Formatting options are also available to highlight message sections.

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