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    1. Log in to the MSPbots app using your Office 365 account. 
    2. Navigate to Bots on the left menu then click the New Bot button on the Bots screen.
      image new bot
      You can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select Create Bot.
      image create bot-widget  
    3. Choose how to start creating your bot. In the Create a new bot window, select Start From Blank or Start From Bot Template, then click on a bot type. 
      • Start From Blank - Select this option to create a new bot customized according to your needs. 

        image create new bot optionsImage Modified

        New Integration Trigger - Select this bot type to create a bot triggered by integration events. 

        Trigger - Select this bot type to create a bot triggered by specific conditions in datasets or widgets.

        Real-time Data - This bot type creates a of bot is triggered by user-selected data sourced from a data synchronization source. For example, if the user sets up ConnectWise Manage-Ticket as the data source, a new ticket created or updated in the ConnectWise Manage app and synchronized to MSPbots will trigger the bot.

        Trigger or logic of real-time bots:

        1. The synchronization program actively retrieves the lastUpdateTime from the database of the data source you have set up, every 3 minutes, for data updated in the past 3 minutes.
        2. Put the newly obtained data into the message queue.
        3. Real-time Data bots will listen to this message queue, and if there are eligible tickets, the bot will be triggered.

        Message Command - Select this option if you want to trigger the bot using commands from MS Teams or Slack. 



      • Start From Bot Template - Select this option to customize a fully functional bot available to your PSA. 
        image create a bot from template
    4. Next, do the following steps in the Create a new bot window: 
      create new bot details
      1. Enter a name in the Bot Name field.
      2. Identify the Role that will have access to the bot.
      3. Select one or multiple Tags to label the new bot you create.
      4. Type a clear Description of the bot. (Recommended)
    5. Click the Continue button to open the tab with the details and settings for your new bot.

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