N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here
for more info!
Page History
...
- 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.
You can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select Create Bot.
- When Choose how to start creating your bot. In the Create a new bot window appears, select Quality Assurance Bot.
. Start From Blank or Start From Bot Template, then click on the bot type.- Start From Blank - Select this option to create a new bot customized according to your needs.
- Start From Bot Template - Select this option to customize a fully functional bot according to your needs. You can choose from the list of available templates for your PSA.
- Start From Blank - Select this option to create a new bot customized according to your needs.
- Fill in the required fields for creating a bot.
Next, do the following steps in the Create a new bot window:- Enter a name in
- the Bot Name field.
- Identify the Role that will have access to the bot.
- Select one or multiple Tags to label the new bot you create.
- Type a clear Description of the bot. (Recommended)
- Then click Click the Confirm button. Clicking Confirm opens the tab Continue button to open the tab with the details and settings for your new bot.
2. Set up the bot trigger.
...
Overview
Content Tools