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These are the names, descriptions, and template links for ConnectWise bots 3.0.

Features:

An Attended automation that functions like a Virtual assistance to help automate mundane and repetitive task to elevate human potentials.
Aims to help individual employee their tasks that are prone to “human errors”.

Benefits:

Enables admin to create and modify bots base on their business needs:
- Boots productivity
- Improve operational efficiency
- Reduces average call handle time
- Enhances customer experiences
- Increases compliance
- Reduces operating costs
Logic of how Employees and bots can work together
- Employees starts a task
  - Trigger a workflow
- Bots review “real-time” data
  - Filters and check for any action required to execute
  - Performs action
  - Generates Reports
- Employee receives notification
  - Checks the Alert Message
  - Takes Action
  - End of workflow

No

Bot Name	Description

Custom BOT Link

Template BOT Link

1

ConnectWise Manage Attached Agreement Prompter

Alerts

This bot alerts the user if his time entry has no attached agreement.

bot-

ConnectWiseManageAttachedAgreementPrompter (mspbots.ai)bot-

ConnectWiseManageAttachedAgreementPrompterTemplate (mspbots.ai)

2

ConnectWise Manage Time Entry Content Analyzer

Alerts

This bot alerts the user if his time entry has

certain

words

/

or phrases like

'

"I think

'

" and/or

'

"I believe

'.bot-ConnectWiseManageTimeEntryContentAnalyzer (mspbots.ai)

".	bot-ConnectWiseManageTimeEntryContentAnalyzerTemplate (mspbots.ai)

3

ConnectWise Manage Ticket Open Task Prompter

Alert users

This bot alerts the user when a ticket is moved

into

to a defined status but with incomplete

Tasksbot-ConnectWiseManageTicketOpenTaskPrompter (mspbots.ai)

tasks.

bot-ConnectWiseManageTicketOpenTaskPrompterTemplate (mspbots.ai)

4

ConnectWise Manage Work Type Prompter

Ask users

This bot asks the user to confirm

their

his Work Type

(normally set as Remote) if their

if his time entry mentions "travel"

bot-ConnectWiseManageWorkTypePrompter (mspbots.ai)

The work Type is normally set as Remote.

bot-ConnectWiseManageWorkTypePrompterTemplate (mspbots.ai)

5

ConnectWise Manage Onsite Schedule Prompter Real-Time

This bot checks all the tickets with

status containing

the schedule onsite

/on site

status and alerts the technician to go to the site. The reminder

will be

is sent

once

as it is updated

.bot-ConnectWiseOnsiteSchedulePrompterReal-time (mspbots

.

ai)

bot-ConnectWiseOnsiteSchedulePrompterReal-timeTemplate (mspbots.ai)

6

ConnectWise Manage Prolonged Time Entry Verifier

Alert users when their

This bot alerts the user when his time entry for 'Actual Hours' is unusually long.

bot-

ConnectWiseManageProlongedTimeEntryVerifier (mspbots.ai)bot-

ConnectWiseManageProlongedTimeEntryVerifierTemplate (mspbots.ai)

7

ConnectWise Manage Short Time Entry Verifier

Asks users if they want

This bot asks the user if he wants to bill for a time entry that

's

is less than x minutes

bot-ConnectWise Manage Short Time Entry Verifier (mspbots

.

ai)

bot-ConnectWiseManageShortTimeEntryVerifierTemplate (mspbots.ai)

8

ConnectWise Ticket In Progress Too Long 3.0

Remind

This bot reminds the user to take action or ask for help if

the

a ticket In Progress has not been updated for a period of time

.bot-ConnectWiseTicketInProgressTooLong3

.

0 (mspbots.ai)

bot-ConnectWiseTicketInProgressTooLong3.0Template (mspbots.ai)

9

ConnectWise Manage No Next Step Time Entry Alert

Alert

This bot asks the user to

write

input information for the "Next Step"

if there's none in the time entrybot-ConnectWiseManageNoNextStepTimeEntryAlert (mspbots.ai)

of a time entry if none is provided.

bot-ConnectWiseManageNoNextStepTimeEntryAlertTemplate (mspbots.ai)

10

ConnectWise Manage Remote vs Travel Time Entry Verifier

Alert users

This bot alerts the user when a

'

"Travel

'

" time entry is incorrectly followed by a

'

"Remote

'

" time entry

bot-ConnectWise Manage Remote vs Travel Time Entry Verifier (mspbots

.

ai)

bot-ConnectWiseManageRemotevsTravelTimeEntryVerifierTemplate (mspbots.ai)

11

ConnectWise Insufficient Time Entry Prompter

Encourages

This bot encourages the user to add more details to a long time entry that has only a short note

bot-ConnectWise Insufficient Time Entry Prompter (mspbots

.

ai)

bot-ConnectWiseInsufficientTimeEntryPrompterTemplate (mspbots.ai)

12

ConnectWise Manage Password in Time Entry Alert

Alerts

This bot alerts the user if the password seems to be written in the time entry

bot-ConnectWiseManagePasswordinTimeEntryAlert (mspbots

.

ai)

bot-ConnectWiseManagePasswordinTimeEntryAlertTemplate (mspbots.ai)

13

ConnectWise Manage After Business Hours Verifier

Alerts users

This bot alerts the user about a Bus Hrs Service time entry

that was

done after business hours

bot-ConnectWiseManageAfterBusinessHoursVerifier (mspbots

.

ai)

bot-ConnectWiseManageAfterBusinessHoursVerifierTemplate (mspbots.ai)

14

ConnectWise Manage Ticket Closure QA

Performs

This bot performs a QA check after each ticket is closed and sends the results to the user

bot-

ConnectWiseManageTicketClosureQA (mspbots.ai)bot-

ConnectWiseManageTicketClosureQATemplate (mspbots.ai)

]\15

ConnectWise Scheduled Ticket Acknowledgement Alert 3.0

Reminds

This bot reminds the user to acknowledge his scheduled tickets and to check his calendar

bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0 (mspbots

.

ai)

bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0Template (mspbots.ai)

Related Links/Topics:

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