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This article has the following information on Autotask Late Time Entry Alert Bot 3.0 Template:
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How is this bot helpful?
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AutoTask Autotask Late Time Entry Alert Bot 3.0 (Real-Time) bot alerts Template sends real-time alerts to users whenever they log a late time entry. Enabling this bot will automatically remind your techs reminds technicians to charge time entries right after they finish working on a ticket to improve their . This improves KPIs, compute ensures the accurate computation of utilization rate and agreement profitability accurately, increase increases the revenue and profit of your the company, and maintain maintains a positive collaboration between techstechnicians.
How to
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1. Go to Bots menu. Click Template Bots tab.
2. Search for Autotask Late Time Entry Alert Bot 3.0 Template.
3. Follow through the steps mentioned in the following wiki: How to Clone a Template BOT
Bot Configuration Details
After cloning the bots,
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configure the Late Time Entry Alert Bot
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- Go to Apps on the MSPbots menu.
- Find the Autotask Late Time Entry App and click it to open the app.
- Click Bots and select Autotask Late Time Entry Alert Bot
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- .
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2. Click the Design tab.
3. Default Data Source : Autotask -Timentry. Click Next.
4. Default Data Filter setup. Click Next.
5. Default Alert Message setup
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- Click Design to open the Real-time Data window.
- Next, select Autotask-Timeentry as Data Source then click Next.
- When the DataFilter window opens, do not change the default settings and click Next.
- When the Alert window opens, go to the text for the Alert message and review if it meets your requirements.
- Next, make sure {Ticket #} uses
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- the dynamic token "{ticketNumber}" instead of "{ticketID}".
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- The "{ticketNumber}" link redirects
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- to your Autotask PSA system.
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- Below is an example of the message:
- Click Next to open the Escalation window.
- If needed, modify the default Escalation setup. When done modifying or if there is no change, click Finish.
- Lastly, go back to the Design tab and click Save to apply all the changes.
Sample actual bot messages generated:
6. Click Next.
7. Default Escalation setup
8. Click Finish to save changes.
How to activate the
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bot
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To activate
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a bot, read the instructions on the Activating a Bot on the MSPbots App
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5 page.
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