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• An email address - This is needed when choosing to send the alerts through email, chat, or a Teams channel.  
• The alert message - Prepare the message that will be sent to the receiver of the alert. 
• An escalation message, if an escalation step is needed.

Here are the steps in creating a bot from a widget:

Do the following procedure to create a bot: 

Select the widget for bot creation.

a. Go to the widget that needs a bot.

b. Hover over the upper right corner of the widget. Click the ellipsis button then select Create Bot. 
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c. When the Create a new bot window opens, provide a Bot Name and identify the

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Role that will be allowed to access the bot. Adding a clear Description of the bot is recommended.
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d. Click the Confirm button. 

Create the trigger. 

a. On the Bot creation screen, click Design.
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b. Create the Trigger script. The widget name is automatically provided. The name in this field is inherited from the name of the report or widget where you started the bot creation.
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c. Set additional filters according to your requirements.

d. Click the Data Inspector icon if you want to preview the data available. 

e. Set the time and frequency for running the bot under Schedule. 

f. Click the Next button to continue. 

Define the alert and script.

a. Select the channel(s) where the Bot will send the alert message. You may select multiple channels, depending on your requirement.Image Modified

b. Click Next when done.

c. Set up the Alert message. Almost all alert messages contain the following:

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• • • A

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• • • receiver
    • Subject

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• • • Message content

You may use the Insert a Token icon to select the data to include in the message.  You can also use the formatting icons to highlight sections in the message.

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d. Click the Next button to continue.

Set the Escalation script.

Take note that the escalation recipient can be another user, a manager, and/or a next-level manager, depending on your requirement.

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You can also set several escalation steps as needed. 

a. Select a Time Frame for the escalation cycle. Choose from Day, Week, or Month.

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b. Define the escalation steps by selecting an Escalation Threshold.

c. Write the Escalation message. Click the + Add Message button to add another message.

For example, if you select Week for Time Frame and 3 for Escalation Threshold, the escalation message would be sent when the bot is triggered 3 times in a week.   
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d. Click the Finish button when done. 

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