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    1. Log in to the MSPbots app using your Office 365 account. 
    2. Navigate to Bots on the left menu then click the New Bot button on the Bots screen.
      image new bot
      You can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select Create Bot.
      image create bot-widget  
    3. Choose how to start creating your bot. In the Create a new bot window, select 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. 
        image create a bot from blank
      • 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.
        image create a bot from template
    4. Next, do the following steps in the Create a new bot window: 
      create new bot details
      1. Enter a name in the Bot Name field.
      2. Identify the Role that will have access to the bot.
      3. Select one or multiple Tags to label the new bot you create.
      4. Type a clear Description of the bot. (Recommended)
    5. Click the Continue button to open the tab with the details and settings for your new bot.

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