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Bot Description

Alerts the user if The ConnectWise Manage Attached Agreement Prompter is a bot that alerts the user when his time entry has no attached agreement. This article discusses the following about this bot:

How is this bot helpful?

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How to Clone the

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1.  Navigate to BOTs menu

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ConnectWise Manage Attached Agreement Prompter Bot 

1. Navigate to Bots on the MSPbots menu. 
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2. Search for ConnectWise Manage Attached Agreement Prompter Template

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1. , then click the Template Bots

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1. tab

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1. .
   
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1. Select the bot from the search results. This action shows a pop-up with the message, "Do you want to clone the BOT?"
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4.  Click Yes, to clone.  or No, to view only.

     4.1.  If Yes, Update Bot Name and Role.

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1. If you want to view the bot only, click the No, view only button.

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1. This shows the bot settings for your review.

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1. If you want to clone the bot, click Yes and proceed to the next steps. 
   1. On the Clone window, update Bot Name . For example, type ConnectWise Manage Attached Agreement Prompter (Company Name).  Image Added  

6.  Edit Role.  Select Role types.

1. 1. Edit the content of the Role field by selecting the appropriate Role Types. 

6. 7.  Click Save button to clone successfully.  Next update the bots configure if necessary.

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