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Here are the published or alpha version versions of Syncro MSP SyncroMSP Bots Template Templates that you can use and clone it on clone or customize for your own business needs.

Table of Contents

Summary 

NoBot NameDescription Default TriggerDefault Alert Message
1SyncroMSP Stale Ticket Alert Template A This bot that alerts a technician on weekdays @ 9:00 a.m. alerts technicians whenever they have stale tickets, which are tickets that are last updated after 3 days.have not been updated in the last 3 days. This bot is sent on weekdays at 09:00 AM.

No activity on the ticket in If no Ticket update for the last 3 days,

At 09:00 AM , only on Monday, Tuesday, Wednesday, Thursday, and FridayFriday 

Hi, {Resource Name}! 

You currently have {Ticket Count} stale stale tickets. These are the tickets not updated or without any activity in the last 3 days. KIndly Kindly review the said tickets. 

You may check the details found in the drill through here. 

Thank you and have a good day!


2SyncroMSP Unassigned Tickets Alert TemplateThis bot sends the service dispatcher an hourly alert to the service dispatcher for the count of unassigned tickets for that needs immediate allocation.

If Unassigned Ticket Count > 0,

Alerts every hour between 08:00 AM and 05:00 PM , only on Monday, Tuesday, Wednesday, Thursday, and Friday


Dear Dispatcher, 

There are {Ticket Count} unassigned tickets that need attention. 

Why should you care? 

Keeping the ticket assignment with will help inform the client of the ticket's progress. Also, prevent It also prevents tickets from just sitting or being missedoverlooked

What should you do? 

Make sure to properly assign the ticket while ensuring Ensure that tickets are properly assigned and all the information in on the ticket is correct. Typeslike types, sub-types, contact, etc BEFORE assigning. are correct. 


3SyncroMSP Too many Many In Progress Alert TemplateA This bot that alerts the technician technicians when they have more than 2 tickets in progress.

If Ticket in progress count Progress Count > 2,

Alerts every 5 minutes , between 08:00 AM and 05:59 PM , only on Monday, Tuesday, Wednesday, Thursday, and Friday

Hi, {Resource Name}! 

You currently have {Ticket Count} tickets in progress. The number of tickets in progress should only be not exceed 2 at most. Kindly prioritize and complete the critical task tasks before adding a new one. 

You may check the details in the drillthrough drill through here. 

Thank you and have a good day!


4SyncroMSP Customer Note Added AlertA This bot that notifies the technician of the list of opened tickets where the customer added a note.

If Ticket under has the status "Customer Reply" since yesterday, yesterday 

Alerts every at 30 minutes past the hour , between 08:00 AM and 05:59 PM , only on Monday, Tuesday, Wednesday, Thursday, and Friday


Hey there, {Resource Name}! 

Please review the ticket: {Ticket Number}  

The customer recently added a note on the ticket. 

You may also visit this widget to view all of the tickets where the customer added a note: ** Customer Responded Tickets


5SyncroMSP Approaching Appointment Expiration Alert TemplateA This bot that alerts the team members when they are 30 mins before the end of their most current appointment record.

If ticket Ticket appointment schedule ends on in the next 30 minutes,

Alerts every 30 minutes , between 08:00 AM and 05:59 PM , only on Monday, Tuesday, Wednesday, Thursday, and Friday


Hello, {Technician}! 

This is a friendly reminder that you are approaching the end of the scheduled entry ({Appointment End Date}) of the scheduled entry on this ticket: {Ticket Number} - {Ticket Title}  

If you need more time, please notify the coordinators as soon as possible. If you haven’t already started on this ticket yet, please let the coordinators know to adjust so your schedule can be adjusted.


6SyncroMSP Appointment Lag Alert TemplateA

This bot

that

alerts the technician

of

if the time entered

with

for a ticket appointment has a start time of an hour or more after the start of

ticket

the appointment.


If ticket Ticket appointment time entered > or = 1 hr,

Alerts every 15 minutes , between 08:00 AM and 05:59 PM , only on Monday, Tuesday, Wednesday, Thursday, and Friday

Hello, {Technician Name}! 

The time entry {Time Entry ID} you recently entered in ticket: {Ticket Number} has slipped behind its appointment time.


Appointment Start: {Appointment Start}  

Time Entry Start: {Start Time}

7SyncroMSP Late Time Entry Alert TemplateLate Time Entry Alert This bot alerts users whenever they log a late time entry. Enabling this bot will automatically remind your techs technicians to charge time entries right after they finish working on a ticket to improve their KPIs, and compute utilization rate and agreement profitability accurately, . This bot also helps increase the revenue and profit of your company and maintain positive collaboration between techs.

if The log time entry shows late time.

Alerts every 5 minutes, only on Monday, Tuesday, Wednesday, Thursday, and Friday

Hi, {Technician Name}!

Your recent time entry {Timer ID} (Ticket #: {Ticket ID}) was logged {Late Time Entry Mins} minutes late from: {Start Time} to {End Time}, entered on {Date Entered}. 


Why am I receiving this message and why should I care?

  1. Do it when you still have a fresh memory of the things you did and the amount of time you spent on the ticket. 
  2. Missed billable hours result in less invoicing, less revenue, and less profit.
  3. Late-time entries typically are not very accurate, which creates problems when we calculate the utilization and agreement profitability, we . We rely on those these reports to make in making important decisions.
  4. If the time entry is too late, other clients or employees might not be able to find out what you did when they need to.

How should I fix it?

Here's a video guide on the best practices in for logging time entries.

8SyncroMSP Insufficient Time Entry Prompter TemplateA This bot that alerts a technician if they who worked for hours on a ticket for quite a long hour but provided an insufficient but did not provide a sufficient note.

If Entry notes <100 characters,

Alerts every 5 minutes, starting at 3 minutes past the hour , between 08:00 AM and 04:59 PM , only on Monday, Tuesday, Wednesday, Thursday, and Friday


Hi, {Technician Name}!

Your time entry   entry {Time Entry ID}  (for ticket: {Ticket ID}) with work hours of {Actual Time Hours} is over 2 hours, but your time log note has only {Notes Length} characters.

Please provide more details about the work you did for this time entry. Thanks!

9SyncroMSP Next Ticket Rejected Alert TemplateAlerts This bot alerts the member and manager when the member rejected a the next ticket.

If User rejected a the Next ticket,

Every minute.


{Member} has rejected the next ticket.

Ticket: {Ticket Number}

Client: {Company}

Subject: {Subject}

Reason: {Reason}

Date Rejected: {Date Rejected}

10SyncroMSP Next Ticket Rejected Alert Summary TemplateAlerts the managers of rejected Next Ticket summary This bot alerts managers of the summary of rejected next tickets every Friday at 707:00 PM.

Total number of Tickets,

Alerts at 07:00 PM , only on Friday

Hi   Hi {Manager},

Total Number of Tickets Rejected:    {Number of Tickets}

The following members who rejected Next Tickets  the next tickets {Ticket Rejectors}:

Reasons:    {Reasons}

For more details please click here.

If you think you shouldn't be receiving this alert please clickhere.

11SyncroMSP Prolonged Time Entry Verifier TemplateThis bot alerts a technician technicians when their the time entry they logged hours are unusually long hours.

If count Count of prolonged time entries > 0,

Email is available. 

Alerts at 09:00 AM , only on Monday, Tuesday, Wednesday, Thursday, and Friday

Hi {Technician},

You have a total of {Count of Prolonged Time Entries} that are created in the last 24 hours.

Please be mindful of the time entries you log and keep track of your KPIs.







Where can I find the Syncro MSP SyncroMSP Bots?

...

  1. Navigate to Bots on the MSPBots menu.
  2. Click the Templates Bots tab.
  3. Click Integration Group any of the integration groups to SyncroMSP.

Image RemovedSyncroMSP botsImage Added

How to Clone a Template Bot?

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  1.  Click  Go to the following wiki link:   https://wiki.mspbots.ai/x/X4F6AQ

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