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The ConnectWise Manage Attached Agreement Prompter is ensures the correct calculation of agreement profitability calculation for each client that your company has with an agreement with your company. If there were no agreement attached to the technician's time entry has no attached agreement, , there is a chance that the agreement profitability may would be inflated and thus, not accurateinaccurate.
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How to Clone the ConnectWise Manage Attached Agreement Prompter Bot
- Navigate to Bots on the MSPbots menu.
- Search for ConnectWise Manage Attached Agreement Prompter Template, then click the Template Bots tab.
- Select the bot from the search results. This action shows a pop-up with the message, "Do you want to clone the BOT?"
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. - On the Clone window, update the Bot Name. For example, type ConnectWise Manage Attached Agreement Prompter (Company Name).
- Edit the content of the Role field by selecting the appropriate role type.
- Click the Save button to clone the bot. You can configure the bot later if it is necessary.
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To configure the ConnectWise Manage Attached Agreement Prompter:
1. Open Go to Bots in the MSPbots app and open the ConnectWise Manage Attached Agreement Prompter (Company Name) bot, then click the Design tab.
2. Select Click the Design tab and select the configuration that you want to edit: Real-time Data, DataFilter, Alert, or Escalation.
3.
- To edit Real-time Data:
a. Hover over the ellipsis ... icon and click Edit.
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b. Select an option for Data Source from the drop-down menu and click Next. This action continues to the editing of the DataFilter.
4. To 
- To edit Data Filter:
a. Go to DataFilter, hover over the ellipsis ... icon, and select edit Edit.
The default setup like the one shown below appears on the screen. 
4.3. Edit Filter. Add + To edit the filter, click the 
button to add a new Group group and/or conditions.
4.4 Click Next if Ok to proceed to edit "Alert" script,when done and ready to edit the Alert script.
4.5 At the Alert script message modal. If you want to skip editing the Alert script message modal, just click Next .5, on the Alert window
- To edit
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- the Alert script
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- :
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5.2. At the Design page Go to Alert, hover to the Alert section. Click the ellipsis and select edit.over the ellipsis ... icon, and select Edit.
5.3. Customize your Alert Message.
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5.4. Update To: section for the To field with the recipient's email lists.
5.5 Select options an option for sending of Alert the alert messages and then, switch ON the toggle button ON to activate the bot.
5.6. Click Next to save and proceed to Escalation scrip script setup.
6. To edit Escalation,
6.1. After Alert edit, just click Next or
6.2. At the Design page, hover to the Escalation section. Click the ellipsis and select edit.
Go to Escalation, hover over the ellipsis ... icon, and select Edit. 
6.32. Edit the desired escalation "Select Day, Week, or Month as the cycle for escalation Time Frame". Day, Week, and Month.
6.4. Define the Steps, Threshold, and Messages per escalation level.
6.5. Click Finish when done.
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Related Integration
- Active ConnectWise Manage
- Active Microsoft Teams
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Overview
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