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Here are the You can customize the Halo template bots for your own business needs. In this article, you will read about the published or alpha versions of Halo Bots Templates that you can clone or customize for your own business needs.
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Kaseya Halo template bots, including how they work, are accessed and are customized.
What's on this page:
Table of Contents
Descriptions, triggers, and alert messages of the bots
No | Bot Name | Description | Default Trigger | Default Alert Message |
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1 | Halo Unassigned Tickets Alert Template | This bot sends the service dispatcher an hourly alert for the count of unassigned tickets that needs immediate allocation. | Unassigned Ticket Count > 0 Alerts every hour between 08:00 AM and 05:00 PM on Monday, Tuesday, Wednesday, Thursday, and Friday | Dear Dispatcher, There are {Ticket Count} unassigned tickets that need your attention. Why should you care? |
This alert helps you ensure that all tickets are assigned to technicians. It will also help prevent missed or unmonitored tickets. What you should do |
Make sure to properly assign the ticket while ensuring all the information in the ticket is correct. Types, sub-types, contact, etc BEFORE assigning.
2 | Halo Too Many In Progress Alert Template | This bot alerts technicians when they have more than 2 tickets in |
the In Progress status. | Ticket |
In Progress Count > 2 Alerts every 5 minutes between 08:00 AM and 05:59 PM on Monday, Tuesday, Wednesday, Thursday, and Friday | Hi, {Technician}! You currently have {Ticket Count} tickets in progress. |
Kindly prioritize and complete the critical task before adding
Technicians can only have up to 2 tickets in the In Progress status. Please finish working on your In Progress tickets before working on a new one. You may check the details in the drill through here. |
Where
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to find the Halo
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template bots
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To locate the Kaseya BMS template bots:
- Login to
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- the MSPbots app and navigate to Bots on the
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- menu.
- Click the Templates Bots tab.
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- Select Halo from the integration groups section to
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- view the list of Halo template bots.
How to
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clone a template bot
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Read How to Clone a Bot Template for the guided steps in cloning a bot template.