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The Holidays List is where you can add or edit holidays to ensure that these are recognized by the MSPbots app. The modifications made on this list are applied to the Bot Advanced Scheduler so that the bot will not send notifications on non-working days.
What's in this article:
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To Create the Holidays List
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- Open the MSPbots app and go
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Background Information
Create a list of the holidays that apply to your work and company. You can use this list to edit the settings in MSPbots features, like excluding holidays in the Bot Advanced Scheduler.
To Create Holidays
- Go to Settings > System.
- Click the Add button On the System tab, click to open the Add Holiday Calendar window.
- On When the Add Holiday Calendar window , opens:
- Give the holiday calendar a Name and a
- Description.
- Description - Give the holiday calendar a short description.
- Holidays List:
- Click the Add button to open Add Holiday window.
- Name - Give the holiday a name.
- Date - Select the start and end time of the holiday.
- Click Confirm to save the settings and automatically return to the Add Holiday Calendar window.
Other optional settings are: - Click the Add button to open Add Holiday window.
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- ClickAdd to create the Holidays List.
- When the Add Holiday window opens, enter a Name for the holiday and select a start and end Date for the holiday.
- Click Confirm. This adds the holiday to the list.
- Repeat Steps 3b to 3d to add more holidays to the list.
- Click Save when done. You will see the message "Add success" and the holiday will appear on the Holidays Calendar.
Repeat Yearly - Toggle
Other configuration options in the Holidays Calendar:
- Repeat Yearly - Enable the switch to repeat the holiday yearly.
- You can edit or delete holiday from the existing holiday list.
- If you need to add more holidays to the Holidays List, please repeat steps a and b.
- Click Save.This will show the holiday calendar you created.
- Edit - Click to modify the holiday settings.
- Delete - Click to remove the holiday from the list. You can edit or delete
the holiday calendar - holidays from the existing holiday
calendar - list.
Other optional settings are:
To Add a Holiday Calendar from the Template
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- Open the MSPbots app and go to Settings > System.
- On the System tab, click and select Click and Select Template to openAdd Templatewindow.
- Select from the Regional holidays dropdown list.
- Click Save.
- This will show the holiday calendar template you created.
- If you want to customize the holiday calendar template, click the Edit button in the Action column.
- Name - You can modify the name of the holiday calendar template.
- Description - You can set a short description for the holiday calendar.
- Holidays List - You can add new holidays to the calendar and toggle the Repeat Yearly button to have them repeat every year. Additionally, you can edit or delete holidays from the existing holiday list.
- Click Save.
- If you want to delete the holiday calendar template, click the delete button in the Action column.
To Configure the Outgoing Mail
Background Information
- Users wish to use an email address from their own company instead of support@mspbots.ai to communicate with their customers.
Main Section
The options to Edit, Delete, and enable the Repeat Yearly switch are also available for the Holiday Templates.
How to configure the Outgoing Mail (separate wiki)
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A customized email reinforces branding efforts and enhances the credibility and recall of your company. You can use your company email instead of the default support@mspbots.ai for emailing customers. Do this by adding your email to the System Configuration in the MSPbots app.
This article shows how to change the sender's email address when sending emails.
To customize the sending address of outgoing emails
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- Open the MSPbots app and go to Settings > System.
- Go to Settings > System andClick Outgoing Mail in the upper right corner of the Settings tab.
- Click Add and fill out the form.
Please enter the parameter information in the figure below.
Note title Important The value for the Password field is not
Info Please be aware that the Password isn't your email login password , but an the App Password that needs to be requestedyou need to request from software providers like Microsoft. For instanceexample, if you 're are using Office 365, please request it on this page.
request the App Password from Microsoft's My Sign-Ins | Security Info page. - Click Test Connection at the bottom of the form to verify if your connection is successful.
- Once you have verified your connectionWe recommend that you first click Test Connection to test the connection status and, once the connection is successful, click Confirm to save the settings.
- The page will prompt you with the message: "Verify Email Access: We have sent a verification email to ’The email address that you want to configure.‘. Please click the verify button in the email to complete the verification of your email."
- Please log into the email address ’The email address that you want to configure.‘ and click Verify in the email.
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This action will prompt you to verify your email access. - Open the verification email sent to the address you provided for configuration. Click the Verify link in the email.
- Your email address should now appear on the System tab. A Verified status When the status of this email address is Verified, it signifies that the SMTP server configuration is complete.
- Check if the email you added now appears on the From dropdown selection of the Share Dashboard function. If it doesOnce the configuration is finished, you can configure the sending email address in the SNAPSHOT or Bots.
Other option settings are: - Verify Email Address - If you want to verify your email, click the verify button and then we will send a verification email to ’The email address that you want to configure.‘, you need to click the verify button in the email to verify your email.
Refer to the following articles for more information on sending snapshots and bot messages:
Other configuration options in Settings:
- Edit - Click theicon to edit the settings of an Outgoing Mail configuration.
- Delete - Click the icon to delete an Outgoing Mail setting from the list.