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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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- For Stakeholders and Managers: Using 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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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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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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Overview
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