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Prompts the user to add more details to a short note related to a long time entry.

REQUIREMENTS:

  • Active ConnectWise Manage Integration

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  • Message Switch is set to Enabled on the MSPbots User Management Page

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

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2. Using the search bar, search for the bot CW Insufficient Time Entry Prompter 3.0. Click on the bot name to edit.Image Removed




3. This should open the Trigger module, this is where you can define the condition of when a time entry was entered and how long the notes should be to trigger the bot. Additionally, this is where you can exclude users from the alert or add additional conditions/filters before triggering the bot. Under Schedule, you can set the timing and frequency of the bot alert.


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

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6. To edit the alert, simply use it as you would a text editor. The important feature here is the "Insert a token"  button which would allow you to dynamically insert corresponding field values from ConnectWise Manage such as first name, ticket ID, etc.


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EDITS:

  1. Insert at the top of the page:

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2. Are there missing steps after #6? Such as the alert message and escalation if applicable? (See 7-11 steps https://wiki.mspbots.ai/pages/resumedraft.action?draftId=72155393&draftShareId=136dec01-f407-4f5b-8c94-31a4fff81c3a&)

3. Please include Best Practices and Data Sources if anyImage Removed