Versions Compared

Old Version 11

changes.mady.by.user Glenn Bugtong

Saved on

compared with

New Version 12

changes.mady.by.user Unknown User (tina.loria)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Features:

  • An Attended automation that functions like a Virtual assistance to help automate mundane and repetitive task to elevate human potentials.
  • Aims to help individual employee their tasks that are prone to “human errors”.

Benefits:

  • Enables admin to create and modify bots base on their business needs:
    • Boots productivity
    • Improve operational efficiency
    • Reduces average call handle time
    • Enhances customer experiences
    • Increases compliance
    • Reduces operating costs
  • Logic of how Employees and bots can work together
    • Employees starts a task
      • Trigger a workflow
    • Bots review “real-time” data
      • Filters and check for any action required to execute
      • Performs action
      • Generates Reports
    • Employee receives notification
      • Checks the Alert Message
      • Takes Action
      • End of workflow


NoBot Name
TypeStatus        
Description Custom BOT LinkTemplate BOT
LinkClientKB Article
Link

1

ConnectWise Manage Attached Agreement Prompter
Quality Assurance BOTAlpha
Alerts the user if his time entry has no attached agreement.bot-ConnectWiseManageAttachedAgreementPrompter (mspbots.ai)bot-ConnectWiseManageAttachedAgreementPrompterTemplate (mspbots.ai)
mspbots.aiConnectWise Manage Attached Agreement Prompter
2ConnectWise Manage Time Entry Content Analyzer
Quality Assurance BOTAlpha
Alerts the user if his time entry has certain words/phrases like 'I think' and/or 'I believe'.bot-ConnectWiseManageTimeEntryContentAnalyzer (mspbots.ai)bot-ConnectWiseManageTimeEntryContentAnalyzerTemplate (mspbots.ai)
mspbots.aiConnectWise Manage Time Entry Content Analyzer
3ConnectWise Manage Ticket Open Task Prompter
Quality Assurance BOTAlpha
Alert users when a ticket is moved into a defined status but with incomplete Tasksbot-ConnectWiseManageTicketOpenTaskPrompter (mspbots.ai)bot-ConnectWiseManageTicketOpenTaskPrompterTemplate (mspbots.ai)
mspbots.ai
ConnectWise Manage Ticket Open Task Prompter
4ConnectWise Manage Work Type Prompter
Quality Assurance BOTAlpha
Ask users to confirm their Work Type (normally set as Remote) if their time entry mentions "travel"bot-ConnectWiseManageWorkTypePrompter (mspbots.ai)bot-ConnectWiseManageWorkTypePrompterTemplate (mspbots.ai)
mspbots.aiConnectWise Manage Work Type Prompter
5ConnectWise Manage Onsite Schedule Prompter Real-Time
Quality Assurance BotAlpha
This bot checks all the tickets with status containing schedule onsite/on site and alerts technician to go to site. The reminder will be sent once it is updated.bot-ConnectWiseOnsiteSchedulePrompterReal-time (mspbots.ai)bot-ConnectWiseOnsiteSchedulePrompterReal-timeTemplate (mspbots.ai)
mspbots.aiConnectWise Manage Onsite Schedule Prompter Real-Time
6ConnectWise Manage Prolonged Time Entry Verifier
Quality Assurance BotAlpha
Alert users when their time entry 'Actual Hours' is unusually long.bot-ConnectWiseManageProlongedTimeEntryVerifier (mspbots.ai)bot-ConnectWiseManageProlongedTimeEntryVerifierTemplate (mspbots.ai)
mspbots.aiConnectWise Manage Prolonged Time Entry Verifier
7ConnectWise Manage Short Time Entry Verifier
Quality Assurance BotAlpha
Asks users if they want to bill for a time entry that's less than x minutes

bot-ConnectWise Manage Short Time Entry Verifier (mspbots.ai)

bot-ConnectWiseManageShortTimeEntryVerifierTemplate (mspbots.ai)

mspbots.aiConnectWise Manage Short Time Entry Verifier

8ConnectWise Ticket In Progress Too Long 3.0
Quality Assurance BotAlpha
Remind the user to take action or ask for help if the ticket In Progress has not been updated for a period of time.bot-ConnectWiseTicketInProgressTooLong3.0 (mspbots.ai)bot-ConnectWiseTicketInProgressTooLong3.0Template (mspbots.ai)
mspbots.aiConnectWise Manage Ticket in Progress Too Long
9ConnectWise Manage No Next Step Time Entry Alert
Quality Assurance BotAlpha
Alert user to write the "Next Step" if there's none in the time entrybot-ConnectWiseManageNoNextStepTimeEntryAlert (mspbots.ai)bot-ConnectWiseManageNoNextStepTimeEntryAlertTemplate (mspbots.ai)
mspbots.ai
ConnectWise Manage No Next Step Time Entry Alert
10

ConnectWise Manage Remote vs Travel Time Entry Verifier

Quality Assurance BotAlpha
Alert users when a 'Travel' time entry is incorrectly followed by a 'Remote' time entrybot-ConnectWise Manage Remote vs Travel Time Entry Verifier (mspbots.ai)bot-ConnectWiseManageRemotevsTravelTimeEntryVerifierTemplate (mspbots.ai)
mspbots.ai
ConnectWise Manage Remote vs Travel Time Entry Verifier
11ConnectWise Insufficient Time Entry Prompter
Quality Assurance BotAlpha
Encourages the user to add more details to a long time entry that has only a short notebot-ConnectWise Insufficient Time Entry Prompter (mspbots.ai)bot-ConnectWiseInsufficientTimeEntryPrompterTemplate (mspbots.ai)
mspbots.ai
ConnectWise Insufficient Time Entry Prompter
12ConnectWise Manage
Time Entries Overlap AlertQuality Assurance BotAlphaTest Onlybot-ConnectWiseManageTimeEntriesOverlapAlert (mspbots.ai)bot-ConnectWiseManageTimeEntriesOverlapAlertTemplate (mspbots.ai)mspbots.aiN/A13ConnectWise Manage
Password in Time Entry Alert
Quality Assurance BotAlpha
Alerts the user if the password seems to be written in the time entrybot-ConnectWiseManagePasswordinTimeEntryAlert (mspbots.ai)bot-ConnectWiseManagePasswordinTimeEntryAlertTemplate (mspbots.ai)
mspbots.ai
13ConnectWise Manage
Password in Time Entry Alert14ConnectWise Manage
After Business Hours Verifier
Quality Assurance BotAlpha15
Alerts users about a Bus Hrs Service time entry that was done after business hoursbot-ConnectWiseManageAfterBusinessHoursVerifier (mspbots.ai)bot-ConnectWiseManageAfterBusinessHoursVerifierTemplate (mspbots.ai)
mspbots.aiConnectWise Manage After Business Hours Verifier
14ConnectWise Manage Ticket Closure QA
Quality Assurance BotAlpha
Performs a QA check after each ticket is closed and sends the results to the userbot-ConnectWiseManageTicketClosureQA (mspbots.ai)bot-ConnectWiseManageTicketClosureQATemplate (mspbots.ai)
mspbots.ai


]\15

ConnectWise
Manage Ticket Closure QA16ConnectWise
Scheduled Ticket Acknowledgement Alert 3.0
Quality Assurance BotAlpha
Reminds the user to acknowledge his scheduled tickets and check his calendarbot-ConnectWiseScheduledTicketAcknowledgementAlert3.0 (mspbots.ai)bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0Template (mspbots.ai)
mspbots.aiConnectWise Scheduled Ticket Acknowledgement Alert 3.0

Related Links/Topics: