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- Active ConnectWise Manage IntegrationIntegration
- Active Microsoft Teams Integration
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11. After setting up the Escalation Steps, click Finish on the Escalation module and click Save on the Bot Design page.
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BEST PRACTICES
- Don't turn on the alert yet after configuring your bot, simply enable Trigger. This will allow you to review the messages and data first before rolling it out to your team.
- Let your team know that you are enabling the bot and do a short 15 minutes coaching to let them know what the bot is about and how it will help your company accurately measure their profitability.
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DATA SOURCES
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https://app.mspbots.ai/Widgets?widgetId=1428316485541675009
The CW Scheduled Ticket Acknowledgement Alert 3.0 uses the following data from ConnectWise Manage:
- Tickets
- Schedule
- Users
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