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These are the names, descriptions, and template links for ConnectWise bots 3.0. 

Bot Name
TypeStatus        
Description 
Custom BOT Link
Template BOT
LinkClientKB Article
Link

1

Alerts
ConnectWise Manage Attached Agreement Prompter
Quality Assurance BOTAlpha
This bot alerts the user if his time entry has no attached agreement
.bot-ConnectWiseManageAttachedAgreementPrompter (mspbots
.
ai)
bot-ConnectWiseManageAttachedAgreementPrompterTemplate (mspbots.ai)
mspbots.aiConnectWise Manage Attached Agreement Prompter2Alerts
ConnectWise Manage Time Entry Content Analyzer
Quality Assurance BOTAlpha
This bot alerts the user if his time entry has
certain wordsbot-ConnectWiseManageTimeEntryContentAnalyzer (mspbots.ai)
words or phrases like "I think" and/or "I believe".bot-ConnectWiseManageTimeEntryContentAnalyzerTemplate (mspbots.ai)
mspbots.ai
3Alert users
ConnectWise Manage Ticket Open Task Prompter
Quality Assurance BOTAlpha
This bot alerts the user when a ticket is moved
into
to a defined status but with incomplete
Tasksbot-ConnectWiseManageTicketOpenTaskPrompter (mspbots.ai)4
tasks.bot-ConnectWiseManageTicketOpenTaskPrompterTemplate (mspbots.ai)
mspbots.aiAsk users
ConnectWise Manage Work Type Prompter
Quality Assurance BOTAlpha

This bot asks the user to confirm

their

his Work Type

(normally set as Remote) if their

if his time entry mentions "travel"

bot-ConnectWiseManageWorkTypePrompter (mspbots.ai)

The work Type is normally set as Remote.

bot-ConnectWiseManageWorkTypePrompterTemplate (mspbots.ai)
mspbots.ai5ConnectWise Onsite Schedule Prompter Real-time The ticket status containing schedule and onsite/on
ConnectWise Manage Onsite Schedule Prompter Real-Time
Quality Assurance BotAlpha
This bot checks all the tickets with the schedule onsite status and alerts the technician to go to the site. The reminder
will be
is sent
once
as it is updated.
bot-ConnectWiseOnsiteSchedulePrompterReal-time (mspbots.ai)
bot-ConnectWiseOnsiteSchedulePrompterReal-timeTemplate (mspbots.ai)
mspbots.ai6Alert users when their time entry
ConnectWise Manage Prolonged Time Entry Verifier
Quality Assurance BotAlpha
This bot alerts the user when his time entry for 'Actual Hours' is unusually long.bot-
ConnectWiseManageProlongedTimeEntryVerifier (mspbots.ai)bot-
ConnectWiseManageProlongedTimeEntryVerifierTemplate (mspbots.ai)
mspbots.ai7Asks users if they want
ConnectWise Manage Short Time Entry Verifier
Quality Assurance BotAlpha
This bot asks the user if he wants to bill for a time entry that
's
is less than x minutes
bot-ConnectWise Manage Short Time Entry Verifier (mspbots
.
ai)

bot-ConnectWiseManageShortTimeEntryVerifierTemplate (mspbots.ai)

mspbots.ai8Remind
ConnectWise Ticket In Progress Too Long 3.0
Quality Assurance BotAlpha
This bot reminds the user to take action or ask for help if
the
a ticket In Progress has not been updated for a period of time.bot-ConnectWiseTicketInProgressTooLong3
.0 (mspbots
.
ai)bot-ConnectWiseTicketInProgressTooLong3.
0Template (mspbots.ai)
mspbots.ai
9Alert user to write
ConnectWise Manage No Next Step Time Entry Alert
Quality Assurance BotAlpha
This bot asks the user to input information for the "Next Step"
if there's none in the time entrybot-ConnectWiseManageNoNextStepTimeEntryAlert (mspbots.ai)
of a time entry if none is provided. bot-ConnectWiseManageNoNextStepTimeEntryAlertTemplate (mspbots.ai)
mspbots.ai10Alert users

ConnectWise Manage Remote vs Travel Time Entry Verifier

Quality Assurance BotAlpha
This bot alerts the user when a
'
"Travel
'
" time entry is incorrectly followed by a
'
"Remote
'
" time entry
bot-ConnectWise Manage Remote vs Travel Time Entry Verifier (mspbots
.
ai)11
bot-ConnectWiseManageRemotevsTravelTimeEntryVerifierTemplate (mspbots.ai)
mspbots.aiEncourages
ConnectWise Insufficient Time Entry Prompter
Quality Assurance BotAlpha
This bot encourages the user to add more details to a long time entry that has only a short note
bot-ConnectWise Insufficient Time Entry Prompter (mspbots
.
ai)
bot-ConnectWiseInsufficientTimeEntryPrompterTemplate
(mspbots.ai)mspbots.ai12ConnectWise Manage Time Entries Overlap AlertQuality Assurance BotAlphaTest Onlybot-ConnectWiseManageTimeEntriesOverlapAlert (mspbots.ai)bot-ConnectWiseManageTimeEntriesOverlapAlertTemplate
(mspbots.ai)
mspbots.ai13Alerts
ConnectWise Manage Password in Time Entry Alert
Quality Assurance BotAlpha
This bot alerts the user if the password seems to be written in the time entry
bot-ConnectWiseManagePasswordinTimeEntryAlert (mspbots
.
ai)
bot-ConnectWiseManagePasswordinTimeEntryAlertTemplate (mspbots.ai)
mspbots.ai14Alerts users
ConnectWise Manage After Business Hours Verifier
Quality Assurance BotAlpha
This bot alerts the user about a Bus Hrs Service time entry
that was
done after business hours
bot-ConnectWiseManageAfterBusinessHoursVerifier (mspbots
.
ai)15
bot-ConnectWiseManageAfterBusinessHoursVerifierTemplate (mspbots.ai)
mspbots.aiPerforms
ConnectWise Manage Ticket Closure QA
Quality Assurance BotAlpha
This bot performs a QA check after each ticket is closed and sends the results to the user
bot-ConnectWiseManageTicketClosureQA (mspbots.ai)16
bot-ConnectWiseManageTicketClosureQATemplate (mspbots.ai)
mspbots.aiReminds
ConnectWise Scheduled Ticket Acknowledgement Alert 3.0
Quality Assurance BotAlpha
This bot reminds the user to acknowledge his scheduled tickets and to check his calendar
bot-ConnectWiseScheduledTicketAcknowledgementAlert3
.
0 (mspbots.ai)
bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0Template (mspbots.ai)
mspbots.ai



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