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The micro-trained bots of MSPbots are known for providing value to businesses by taking action acting on critical issues in real-time. It automates The bots automate repetitive tasks and takes take away inefficiencies by flagging action key items from key in BI reports and encouraging productive behavior in the organization. This article discusses the types of bots and how each can add value to work for your MSP.

Table of Contents

...

Use this guide to see how you can leverage each type of bot can work for your MSP's business needs.

Bot TypeDescriptionExamples
Alert The Alert bot is one of the most commonly used bots
of
in the MSPbots app. It sends automated alerts to
inform
flag users
of
about action items or
escalate
escalates to managers
when expected
whenever the needed actions are not taken or specified parameters are not met. The alert messages are sent in real-time so that users can take immediate action and get back on track ASAP.

Time Entry Bots, After Business Hours Verifier, Idle Time Verifier, Next Ticket Rejected Alert, Ticket Resolution Prompter, Ticket Not Updated, Priority Tickets Alert

Reminder Reminder bots send out regular alerts to clock in or out, start tasks, and complete entry descriptions,
among others
and other tasks that you specify in the configuration.

Clock In/Out Reminder, Task Prompter, Time Sheets Submission Reminder, Onsite Schedule Prompter Real-time

Time/UtilizationTime and Utilization bots send out timed notifications pertaining to
a staff member
employees'
s
utilized time, schedule, and accomplished tasks
worked
. These give recipients snapshots of the tasks that technicians
'
worked on
and if required, a comparison to the company's standard or benchmark utilization.
and an insight into how individuals or the company compare to internal standards and to other companies in the same industry. 

Tech Stats Reviewer, Attendance Auto Out, Last 5 Day's Work Hours Summary, Daily Statistics Per Resource, Tech Utilization, Team Statistics EOD

Ticket relatedTicket-related bots are
created to manage tickets or tasks assignments, progress, and updates among other functions
helpful in monitoring ticket status and ensuring that action is done promptly until resolution.

Ticket Resolution Prompter, Ticket Notifier, New Tickets for the last 7 days, Stale Ticket, Daily Ticket Statistics

Report 
These

Report bots

send status

deliver data,

updates, or a set of numbers that help in making decisions.

summaries, and insights that will help decision-makers formulate informed business decisions. 

Last Week vs. This Week, Late Time Entry Team Monthly Leaderboard, Monthly Business Report, SMaRT Hours for Clients, Past 4 Months, Weekly Tickets Needing Attention

QAQA bots prompt users for any missing information or documentation
helping
that would help technicians and managers to complete data forms.

Ticket Closure QA, Ticket QA, Categorization, Attached Agreement Mismatch Prompter, Ticket QA, No Ticket Owner

Financial 
These are bots whose function is to prompt
Finacial bots prompts users for any revenue, income, expense related triggers.

Revenue this Week, Expense Report Alert on the 15th day

Information/input requiredSimilar to QA bots, these are automated system triggers that require users to provide an input in order to add more information to tickets, tasks, or others.

Work Type Prompter, Scheduled Ticket Acknowledgement, Short Time Entry Verifier

Attendance Attendance bots generate alert and reminders pertaining to staff attendance.

Attendance Adjustment Pending for Approval, Weekly Attendance Summary

Frequently asked questions on bots

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