Page History

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?

The ConnectWise Manage Attached Agreement Prompter is ensures the correct calculation of agreement profitability for each client that your company has an agreement with. If the technician's time entry has no attached agreement, the agreement profitability may be inflated and thus, not accurate. 

...

How to Clone the ConnectWise Manage Attached Agreement Prompter Bot 

1. Navigate to Bots on the MSPbots menu. 
   
2. Search for ConnectWise Manage Attached Agreement Prompter Template, then click the Template Bots tab.
   
   
3. Select the bot from the search results. This action shows a pop-up with the message, "Do you want to clone the BOT?"
   
4. If you want to view the bot only, click the No, view only button. This action shows the bot settings for your review. 
   If you want to clone the bot, click Yes and proceed to the next steps. 
5. On the Clone window, update the Bot Name. For example, type ConnectWise Manage Attached Agreement Prompter (Company Name).  Image Modified 
6. Edit the content of the Role field by selecting the appropriate Role Typesrole type.  

...

1. Click the Save button to clone

...

1. the bot. You can configure the bot later if it is necessary. 

...

Bot Configuration

To configure , the ConnectWise Manage Attached Agreement Prompter: 

1.  Click Open the ConnectWise Manage Attached Agreement Prompter (Company Name) bot,   Then, then click "the Design" tab.

2.  Select what the configuration that you want to edit, ": Real-Time time Data", "Data Filter" DataFilter, "Alert", and "or Escalation".

3.  To edit Real-time Data, hover to Real-time Data section then click the ellipsis icon.  :

a. Hover over the ellipsis ... icon and click Edit.

   3.1.  Click Edit.  Select "Data Source" b. Select an option for Data Source from the drop-down menu and click Next. This action continues to the editing of the DataFilter.

          3.2.  Click Next to go to next process - Data Filter edit.

4.  To edit , Data Filter.: 

           4.1.  After Real-Time edit, just click Next or           4.2 . at the Design page, hover to the Data Filter section.  Click the ellipsis  a. Go to DataFilter, hover over the ellipsis ... icon, and select edit.

                  Default Filter setupThe default setup like the one shown below appears on the screen. 

           4.3.  Edit Filter.  Add + button to add new Group and/or conditions.

...