Page History

...

Frequently asked questions on bots

How do the bots work? Once

Bots do their jobs differently and according to how they are configured. Admins micro-train the bots and adjust the settings that will:

• identify conditions that will trigger the activation of a bot,
• define the alert message, 
• create the schedule or time frame for sending, and
• identify the channel where the alert will be sent.

Alerts may sent through MS Teams chat, MS Teams channel, email, or web message. If configured to escalate, an escalation script and schedule will also send a message to an escalation manager when the expected action is not taken.

For more information, please read How to Create a Simple Bot from a Widget.  configured, bots need a platform to send the message, alerts, or reminders to technicians, managers, and others. We have MS Teams and email readily configured and we are working on other channels as we are working on other channels as well.

Is there a limit as to when the bots can run?

There is no limit to the amount number of messages or alerts our bots can send in a day. Once a trigger event condition has been hit, it an active bot will automatically send the messages according to how it is configured. to how out and a user can configure the schedule to suit.

Do bots require a separate integration?

No, bots do not need a separate integration setup. Bots work with your normal PSA like Connectwise or Autotask, RMM such as Liongard,  CRM  such as PSAs like ConnectWise and Autotask, RMMs like Liongard, CRMs like Hubspot, or any other platform. We You just need to connect these platforms via a secure API and we you are good to create the bots! 

Is there a bot to alert or send a message if the user or technician has not acted upon the original alert?Yes, besides copying managers and supervisors on the original alert, a bot can be configured to send an escalation message if not acted upon beyond a set amount of time,

You do not need to create a separate bot to send another alert when the required action was not delivered by a technician. You can configure bots to send escalation alerts to specific managers or individuals in your organization. 

Once configured, can a bot be easily modified or turned on or off by a user?

Bots are easily customizable and modifiable even if it has already run. A user just needs to change or switch it on or off.

For more information, please read How to Stop Receiving Bot Alert Messages.