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BOT DESCRIPTION:
CW The ConnectWise Attached Agreement Prompter 3.0 alerts the user if time entry has no attached agreement.
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- For Stakeholders and Managers: Using By using data on these agreements, you will be able to calculate profitability of the business and identify if a certain issue/client is already pulling down on cost.
- For Agents and Technicians: The bot notifications will assist on technician process compliance making sure that you have the agreements you need for your tickets.
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4. Once done setting up your filters, click the next "Next" button to customize the bot alert message.
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EDITS:
Suggestion for #8. Would it be better to add a line describing escalation? While I do understand that this caters to MSP, maybe just a description "The escalation process happens by sending an alert to the manager or designated supervisor when (mention the trigger for escalation). This is where you can set your escalation cycle, escalation threshold, escalation steps, and escalation alert messages."
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