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• What is this Bot about?
• Related Integration
• Why should you care?
• Requirements
• Configuration
• Best Practices
• Data Sources

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BOT DESCRIPTION:

CW Attached Agreement Prompter 3.0 alerts the user if time entry has no attached agreement.

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RELATED INTEGRATION:

• ConnectWise Manage
• Microsoft Teams
• MSPBots.ai

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WHY SHOULD YOU CARE?

It is important for the MSPBots to know the time entries with attached agreement. This will be used to trigger the bot and generate messages to call attention of the user that agreement is missing.

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REQUIREMENTS:

• Active ConnectWise Manage Integration

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• (OPTIONAL) The user's manager is configured within Azure Active Directory

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BOT CONFIGURATION

Here are the steps to configure the bot.

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11. After setting up the Escalation Steps, click Finish on the Escalation module and click Save on the Bot Design page.

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BEST PRACTICES

• Don't turn on the alert yet after configuring your bot, simply enable Trigger. This will allow you to review the messages and data first before rolling it out to your team.

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• Let your team know that you are enabling the bot and do a short 15 minute coaching to let them know what the bot is about and how it will help your company accurately measure their profitability.

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DATA SOURCES

Source Widget: Bot - CW Attached Agreement Prompter

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