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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: 

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Descriptions, triggers, and alert messages of the bots

NoBot NameDescriptionDefault TriggerDefault Alert Message
1Halo Unassigned Tickets Alert TemplateThis 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?
Keeping the ticket assignment with help inform the client of the ticket's progress. Also, prevent tickets from just sitting or being missed.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
Assign tickets promptly and ensure the ticket information is complete and correct. What should you 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.


2Halo Too Many In Progress Alert TemplateThis bot alerts technicians when they have more than 2 tickets in progressthe In Progress status.

Ticket in 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.
The number of tickets in progress per technician should only be 2 at most.
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: 

  1. Login to Mspbots the MSPbots app and navigate to Bots on the MSPBots menu.
  2. Click the Templates Bots tab.
  3. Click any of Select Halo from the integration groups section to Halo.  See filtered lists for Halo bots templateview the list of Halo template bots.

          halo template botsImage Modified

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.