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This is a guide These are the steps for creating a bot in the MSPbots app.
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1. Set up a new bot.
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- Log in to the MSPbots app using your Office 365 account.
- Navigate to Bots on the left menu then click the New Bot button on the Bots screen.
- When the Create a new bot window appears, select Quality Assurance Bot.
. - Fill in the required fields for creating a bot.
- Enter a name in the Bot Name field.
- Identify the Role that will have access to the bot.
- Add a clear Description of the bot. (Recommended)
- Then click the Confirm button. Clicking Confirm opens the tab with the details and settings for your new bot.
Next, set
2. Set up the bot trigger.
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- Click the Design button on your bot's tab.
This opens the Trigger window where you
can - Click the Design button on your bot's tab.
- configure the trigger script.
- Start defining the trigger by selecting Widget or Dataset, and your PSA.
- Next, go to the meet following criteria section and define the criteria for triggering the bot. Hover over the
icon and click +Add Group or +Add Condition. 
If you want to preview the data, click the
Data Inspector icon. - Go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot.
- configure the trigger script.
3. Set up Advanced Scheduling (Optional)
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- To set up advanced scheduling, scroll down to the Advanced Scheduler section on the Trigger screen.
- Click the Setting link to open the Advanced Scheduler window.
- On the Advanced Scheduler window, configure the bot to alert in Minutes, Hours, Day, Month, or Year, then click Save.
- Click the Next button to continue to the steps for defining the bot alert script.
4. Define the bot alert script.
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- 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 - 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:
- Teams Chat
- Microsoft
Team - Teams Channel
- Web Message
You may select multiple channels, depending on your requirement.
- Set up the alert message.
Example: To - For example, to set an
Email - 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.
- To - Select a receiver or recipient from the Dataset Field, Drill through, or User List.
- email alert, fill in the following fields:
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- 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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- Click
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- Next when done. This action takes you to the escalation script setup.
- Next when done. This action takes you to the escalation script setup.
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5.
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Set the escalation script.
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The escalation recipient can be 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.
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- Define the escalation steps by selecting an Escalation Threshold.
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- Write the Escalation message. Click the + Add Message
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- button to add another message.
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- For example, if you select
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- Week for Time Frame and
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- 3 for Escalation Threshold, the escalation message would be sent when the bot is triggered 3 times in a week.
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- Click the
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- Finish button when done.
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6.
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Activate the bot.
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To start sending alerts, activate the bot by going to the Detail tab and turning the following switches ON:
- Trigger - Switch this ON to make the bot available and running.
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- Alert - Switch this ON to enable the sending of alerts.
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- Escalation
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- - Switch this ON to activate the escalation setup.
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