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

BOT DESCRIPTION:

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

RELATED INTEGRATION:

• ConnectWise Manage
• Microsoft Teams
• MSPBots.ai

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.

REQUIREMENTS:

• Active ConnectWise Manage Integration

• Active Microsoft Teams Integration

• MSPbots app is installed in Teams

• Message Switch is set to Enabled on the MSPbots User Management Page

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

BOT CONFIGURATION

Here are the steps to configure the bot.

1. Open the bot by expanding the left navigation and clicking Bots.

2. Using the search bar, search for the bot CW Attached Agreement Prompter 3.0. Click on the bot name to edit.

3. This should open the Trigger module, where you can define the time frame (e.g. minutes, hours, etc.) that the bot will need to check if there was a new time entry entered. Additionally, this is where you can exclude users from the alert or add additional conditions/filters before triggering the bot. Under Schedule, you can set the timing and frequency of the bot alert.

4. Once done setting up your filters, click the next button to customize the bot alert message.

5. This should open the Alert module. This is where you can set the following:

• Where to send the messages
• Message recipients
• Alert Message

Note: You can either send the message to the user or technician who triggered the bot by choosing email or the field containing the email address of the user or any specific user on your team.

6. To edit the alert, simply use it as you would a text editor. The important feature here is the "Insert a token"  button which would allow you to dynamically insert corresponding field values from ConnectWise Manage such as first name, ticket ID, etc.

To illustrate further, this message:

would look like this:

7. After setting up the medium or channel where you want to send the alerts to and customizing your alert message, click the Next button again.

8. This will open the final module that you need to configure - the Escalation module. This is where you can set your escalation cycle, escalation threshold, escalation steps, and escalation alert messages.

9. The Time Frame is when the count of alerts and escalations would reset. For example, setting a Time Frame of "Week" would reset the accumulated count of alerts and escalations to zero every Monday.

10. The Define Escalation Steps is where you're going to set when to alert the user and the manager that the bot alert count has reached a threshold and the user and time entries need review. For each escalation, you can set the following:

• Escalation Threshold - this is the number of times the bot is triggered before it escalates. For example, setting an Escalation Threshold of 3 means that the manager and/or user will be alerted that they have met the threshold ON the 3rd time the bot was triggered.

• Escalation Step - this is where you add the "levels" of escalation
• Message - this is the alert message that would be sent to either the user or manager when they meet the escalation threshold. The editor and tokens work the same as the bot alert message.

Note(s):

- The escalation to a manager and manager's manager will only work if both of them are on the Microsoft Azure Active Directory account.

- There are tokens that are specific only to the escalation alert

- BOT_NAME - the name of the bot that triggered the alert

- ESCALATION_TIME -  the number of times the bot has already been triggered

- MANAGER_NAME - the name of the user's manager

- USER_NAME - the name of the user that triggered the bot

- MANAGER_UP_NAME - the name of the manager's manager

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

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.

• 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.

DATA SOURCES

Source Widget: Bot - CW Attached Agreement Prompter

The CW Late Time Entry Alert Bot 3.0 uses the following data from ConnectWise Manage:

• Tickets
• Time Entries
• Users

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Suggested Edits:

Can you please incorporate these at the top part of the KB?

•  Hyperlinks
•  What's this (App, bot, widget) about
•  Related Integration
•  Why should you care

•  2. 

PURPOSE:

Alerts the user if time entry has no attached agreement. 

(Insert "This bot, app, widget) if the module is not properly stated in the title)

•  3. 

#3. This should open the Trigger module, this is where you can define the time frame (e.g. minutes, hours, etc.) that the bot will need to check if there a new time entry entered.

(See item in bold font: if there was a new time entry entered.)

•  4. 

#6 would look like this

(Can the image of the message alert be bigger to be more readable without clicking it?)

•  5. Is it possible to have majority of the image dimensions consistent to the largest size? I understand some are in the maximum sizes already.