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  • Does your business need this bot? If yes, enable it.
  • Does the alert message suit your company? If not, open the message report, filter the messages by a bot or by tech, and then edit the message as needed.
  • Do you want the bot to send escalated messages to managers? If yes, turn on the Escalation option, and then set your preferred threshold.
    Read Bot Escalation Setting and Explanation Read How to Create a Simple Bot from a Widget to know more about how to set up the Escalation feature.

Escalation improves accountability. If the botsbot's message is clear and the algorithm is right, employees can form good work habits through the botsbot's reminders.

  • If the tech continues to fail in a certain task, the bot will continue to be triggered. If the bot is triggered *three times in three times a week, the bot automatically advises the tech to seek help from the manager.
  • If the bot is triggered *six times in a week, the issue is automatically escalated to the manager so the latter can help the tech improve.
  • In the event that the same bot is triggered *nine timesin a  a week, the bot automatically informs the manager's supervisor so they can provide extra support to the tech. 

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  1. You install the MSPbots application from Microsoft. Every user needs to install the app to receive or send messages from MSPbots.
    You can change the Microsoft Teams Global policy to automatically install it for all users. To do this, follow these steps:
    1. Go to Office > Admin > Admin Center > Teams.
    2. Select Teams Apps > Setup Policies > Global (Org-wide default), and then click Edit.
    3. Select Add Apps, search for MSPbots, and then click Add.
    4. Move MSPbots to the top and click Save.
  2. The Disable all bots' messages switch from the Bots page should be switched off.
  3. In the User Managementtab, make sure that the Message Switch option is on for the applicable users.

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