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The 60% utilization rate daily alert also helps improve personnel efficiency by giving them information on how they performed on their shift.


Table of Contents


Installing the new Next Ticket bots 

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  1. Go to Apps Page  
  2. Click + Add from Marketplace  
  3. Select Next Ticket Bots for ConnectWise or Autotask 


  4. Click Add 
  5. Go back to App page 
  6. Click Next Ticket Bots for ConnectWise or Autotask 
  7. Hover to Bots Tab and click the drop down arrow to show the list of new bots

ConnectWise 

Autotask 






        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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No 

 Bots Name     

Trigger Script 

Advance Scheduler Setting 

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



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

       


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




Edit bots Alert Script

...

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

...

No 

 Bots Name     

Alert Script 

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


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


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





Edit bots Escalation Script

...

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

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