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        Bots feature summary:   

             

No 

 Bots Name     

 Description  

Triggers 

Alert Message 

Escalation 

    • ConnectWise Manage Next Ticket Rejected Alert 
    • Autotask Manage Next Ticket Rejected Alert 

Sends alert to member/s and manager on why the member rejected the ticket.  

Every 15 mins. 

To: {Manager Email}{Member Email} 


{Member} has rejected a next ticket. 

Ticket: {Ticket} 

Client: {Client} 

Summary: {Summary} 

Reason: {Reason} 

Date Rejected: {Date Rejected} 


Weekly 

Threshold: 3, 6, 9

    • ConnectWise Manage Next Ticket  Rejected Ticket Summary Alert 
    • Autotask Manage Next Ticket  Rejected Ticket Summary Alert 

Sends alert to manager for the summary of rejected tickets of the week.  


Weekly (Every Friday) 

At 7:00 p.m. 

Hi {Manager}

Total Number of Tickets Rejected: {Number of Tickets Rejected} 

The following members who rejected Next Tickets.  

{Ticket Rejectors} 

Reasons: 

{Reasons} 

If you think you shouldn't be receiving this alert please click here. 


Weekly 

Threshold: 3, 6, 9


      • ConnectWise Next Ticket Daily Utilization Alert 
      • Autotask Next Ticket Daily Utilization Alert 




Sends alert to users who have below 60% ticket utilization at the end of their shift.  

Daily at 5:00 p.m. 

To: Member Email 


Hi {Member}

Good Job on handling {Number of ConnectWise/Autotask Updated Tickets} tickets!  However, you used Next Ticket only {Number of Worked Tickets from NextTicket} times (lower than your company's preferred rate of 60%). 


Remember that Next Ticket improves your efficiency by helping you work on the most important tickets first and helping you avoid missing any ticket. Your company prefers that you use Next Ticket for at least 10 tickets. 


Weekly 

Threshold: 3, 6, 9

Edit bots Trigger Script

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  1.  In the Detail tab, by default the Trigger toggle switch is ON which means that the bot is available and running.

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Trigger script setup screenshots:

No 

 Bots Name     

Trigger Script 

Advance Scheduler Setting 

  • ConnectWise Manage Next Ticket Rejected Alert 
  • Autotask Manage Next Ticket Rejected Alert 

Image Modified



  • ConnectWise Manage Next Ticket  Rejected Ticket Summary Alert 
  • Autotask Manage Next Ticket  Rejected Ticket Summary Alert 

Image Modified

       


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  • ConnectWise Next Ticket Daily Utilization Alert 
  • Autotask Next Ticket Daily Utilization Alert 


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Edit bots Alert Script

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 1.  Select a specific bot.  Then, go to Details tab.  

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        Alert script setup screenshots:

No 

 Bots Name     

Alert Script 

  • ConnectWise Manage Next Ticket Rejected Alert 
  • Autotask Manage Next Ticket Rejected Alert 

Image Modified


  • ConnectWise Manage Next Ticket  Rejected Ticket Summary Alert 
  • Autotask Manage Next Ticket  Rejected Ticket Summary Alert 

Image Modified


  • ConnectWise Next Ticket Daily Utilization Alert 
  • Autotask Next Ticket Daily Utilization Alert 


Image Modified




Edit bots Escalation Script

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