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The ConnectWise Manage Attached Agreement Prompter is a bot that alerts the user when his a time entry has no attached agreement. This article discusses the following about this bot:

Table of Contents

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How is this bot helpful?

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Go to Bots in the MSPbots app and open the ConnectWise Manage Attached Agreement Prompter (Company Name) bot.
Click the Design tab and select the configuration that you want to edit: Real-time Data, DataFilter, Alert, or Escalation.
To edit Real-time Data:
1. Hover over the ellipsis ... icon and click Edit.
2. Select an option for Data Source from the drop-down menu and click Next. This action continues to the editing of the DataFilter.
To edit Data Filter:
1. Go to DataFilter, hover over the ellipsis ... icon, and select Edit.
2. Edit the default settings by clicking the button. This action allows you to add a new group and/or conditions.
3. Click Next when done and ready to edit the Alert script. If you want to skip editing the Alert script message modal, click Next on the Alert window.
To edit the Alert script:
1. Go to Alert, hover over the ellipsis ... icon, and select Edit.
2. Select an option for sending the alert messages and switch the toggle button ON to activate the bot.
3. Update the To field with the recipient's email.
4. Customize your alert message.
5. Click Next to save and proceed to Escalation script setup.
To edit Escalation:
1. Go to Escalation, hover over the ellipsis ... icon, and select Edit.
2. Default The default setting is weekly. Can be changed to Day, or Month as the cycle for escalation Time Frame.
3. Define the Steps, Threshold, and Messages per escalation level.
4. Click Finish when done.