• What is this Bot about?
• Related Integration
• Why should you care?
• Requirements
• Configuration
• Best Practices
• Data Sources

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BOT DESCRIPTION:

CW The ConnectWise Attached Agreement Prompter 3.0 alerts the user if time entry has no attached agreement.

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RELATED INTEGRATION:

• ConnectWise Manage
• Microsoft Teams
• MSPBots.ai

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WHY SHOULD YOU CARE?

It is important for the MSPBots to know the time entries. This will be used to trigger the bot and generate messages to call attention of the user that agreement is missing in the time entries.

Associating agreements on tickets is a necessity for any MSP business.

• For Stakeholders and Managers: By using data on these agreements, you will be able to calculate profitability of the business and identify if a certain issue/client is already pulling down on cost.
• For Agents and Technicians:  The bot notifications will assist on technician process compliance making sure that you have the agreements you need for your tickets.

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REQUIREMENTS:

• Active ConnectWise Manage Integration

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• (OPTIONAL) The user's manager is configured within Azure Active Directory

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BOT CONFIGURATION

Here are the steps to configure the bot.

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4. Once done setting up your filters, click the next "Next" button to customize the bot alert message.

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8. This will open the final module that you need to configure - the Escalation module. This

The escalation process happens by sending an alert to the manager or designated supervisor when the technician fails to attach an agreement multiple times within a defined time frame. This is where you can set your escalation cycle, escalation threshold, escalation steps, and escalation alert messages.

9. The Time Frame is when the count of alerts and escalations would reset. For example, setting a Time Frame of "Week" would reset the accumulated count of alerts and escalations to zero every Monday.

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11. After setting up the Escalation Steps, click Finish on the Escalation module and click Save on the Bot Design page.

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BEST PRACTICES

• Don't turn on the alert yet after configuring your bot, simply enable Trigger. This will allow you to review the messages and data first before rolling it out to your team.

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• Let your team know that you are enabling the bot and do a short 15 minute coaching to let them know what the bot is about and how it will help your company accurately measure their profitability.

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DATA SOURCES

Source Widget: Bot - CW Attached Agreement Prompter

The CW Late Time Entry Alert Bot Attached Agreement Prompter 3.0 uses the following data from ConnectWise Manage:

• Tickets
• Time Entries
• Users

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Suggested Edits:

Can you please incorporate these at the top part of the KB?

•  Hyperlinks
•  What's this (App, bot, widget) about
•  Related Integration
•  Why should you care

Image Removed

•  2. 

PURPOSE:

Alerts the user if time entry has no attached agreement. 

(Insert "This bot, app, widget) if the module is not properly stated in the title)

•  3. 

#3. This should open the Trigger module, this is where you can define the time frame (e.g. minutes, hours, etc.) that the bot will need to check if there a new time entry entered.

(See item in bold font: if there was a new time entry entered.)

•  4. 

#6 would look like this

(Can the image of the message alert be bigger to be more readable without clicking it?)

•  5. Is it possible to have majority of the image dimensions consistent to the largest size? I understand some are in the maximum sizes already.

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