N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
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
- Employees starts a task
| No | Bot Name | Description | Custom BOT Link | Template BOT Link |
|---|---|---|---|---|
1 | ConnectWise Manage Attached Agreement Prompter | Alerts the user if his time entry has no attached agreement. | bot-ConnectWiseManageAttachedAgreementPrompter (mspbots.ai) | bot-ConnectWiseManageAttachedAgreementPrompterTemplate (mspbots.ai) |
| 2 | ConnectWise Manage Time Entry Content Analyzer | 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) |
| 3 | ConnectWise Manage Ticket Open Task Prompter | Alert users when a ticket is moved into a defined status but with incomplete Tasks | bot-ConnectWiseManageTicketOpenTaskPrompter (mspbots.ai) | bot-ConnectWiseManageTicketOpenTaskPrompterTemplate (mspbots.ai) |
| 4 | ConnectWise Manage Work Type Prompter | 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) |
| 5 | ConnectWise Manage Onsite Schedule Prompter Real-Time | 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) |
| 6 | ConnectWise Manage Prolonged Time Entry Verifier | Alert users when their time entry 'Actual Hours' is unusually long. | bot-ConnectWiseManageProlongedTimeEntryVerifier (mspbots.ai) | bot-ConnectWiseManageProlongedTimeEntryVerifierTemplate (mspbots.ai) |
| 7 | ConnectWise Manage Short Time Entry Verifier | 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) |
| 8 | ConnectWise Ticket In Progress Too Long 3.0 | 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) |
| 9 | ConnectWise Manage No Next Step Time Entry Alert | Alert user to write the "Next Step" if there's none in the time entry | bot-ConnectWiseManageNoNextStepTimeEntryAlert (mspbots.ai) | bot-ConnectWiseManageNoNextStepTimeEntryAlertTemplate (mspbots.ai) |
| 10 | ConnectWise Manage Remote vs Travel Time Entry Verifier | Alert users when a 'Travel' time entry is incorrectly followed by a 'Remote' time entry | bot-ConnectWise Manage Remote vs Travel Time Entry Verifier (mspbots.ai) | bot-ConnectWiseManageRemotevsTravelTimeEntryVerifierTemplate (mspbots.ai) |
| 11 | ConnectWise Insufficient Time Entry Prompter | Encourages the user to add more details to a long time entry that has only a short note | bot-ConnectWise Insufficient Time Entry Prompter (mspbots.ai) | bot-ConnectWiseInsufficientTimeEntryPrompterTemplate (mspbots.ai) |
| 12 | ConnectWise Manage Password in Time Entry Alert | Alerts the user if the password seems to be written in the time entry | bot-ConnectWiseManagePasswordinTimeEntryAlert (mspbots.ai) | bot-ConnectWiseManagePasswordinTimeEntryAlertTemplate (mspbots.ai) |
| 13 | ConnectWise Manage After Business Hours Verifier | Alerts users about a Bus Hrs Service time entry that was done after business hours | bot-ConnectWiseManageAfterBusinessHoursVerifier (mspbots.ai) | bot-ConnectWiseManageAfterBusinessHoursVerifierTemplate (mspbots.ai) |
| 14 | ConnectWise Manage Ticket Closure QA | Performs a QA check after each ticket is closed and sends the results to the user | bot-ConnectWiseManageTicketClosureQA (mspbots.ai) | bot-ConnectWiseManageTicketClosureQATemplate (mspbots.ai) |
]\15 | ConnectWise Scheduled Ticket Acknowledgement Alert 3.0 | Reminds the user to acknowledge his scheduled tickets and check his calendar | bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0 (mspbots.ai) | bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0Template (mspbots.ai) |
Related Links/Topics:
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!