[Product] ConnectWise Manage Attached Agreement Prompter

Bot Description

Alerts the user if his time entry has no attached agreement.

How to Clone the BOT 

1.  Navigate to BOTs menu

2.  Click, "Template Bots" tab.  Hover to search.  Input the name of the BOT "ConnectWise Manage Attached Agreement Prompter Template". 

     See search results.

3.  Click the BOT.  Shows modal pop-up, "Do you want to clone the BOT?"

4.  Click Yes, to clone.  or No, to view only.

     4.1.  If Yes, Update Bot Name and Role.

                    ''

    4.2 If No, view only.  Will show the bot settings for review.

5.  Edit Bot Name and Role.  For bot name, e.g. ConnectWise Manage Attached Agreement Prompter (Company Name).   

6.  Edit Role.  Select Role types.

7.  Click Save button to clone successfully.  Next update the bots configure if necessary.

Bot Configuration

To configure, the ConnectWise Manage Attached Agreement Prompter

1.  Click the ConnectWise Manage Attached Agreement Prompter (Company Name) bot,  Then, click "Design" tab

2.  Select what to edit, "Real-Time Data", "Data Filter", "Alert", and "Escalation"

3.  To edit Real-time Data, hover to Real-time Data section then click the ellipsis icon.  

   3.1.  Click Edit.  Select "Data Source"

  3.2.  Click Next to go to next process - Data Filter edit.

4.  To edit, Data Filter. 

           4.1.  After Real-Time edit, just click Next or

           4.2 . at the Design page, hover to the Data Filter section.  Click the ellipsis and select edit.

           4.3.  Edit Filter.  Add + button to add new Group and/or conditions.

           4.4  Click Next if Ok to proceed to edit "Alert" script,

           4.5  At the Alert script message modal.  If you want to skip, just click Next.

5,  To edit, Alert script.

           5.1.  After Filter edit, just click Next or

           5.2.  At the Design page, hover to the Alert  section.  Click the ellipsis and select edit.

            5.3.  Customize your Alert Message.  

              5.4.  Update To:  section for the recipient email lists.

              5.5   Select options for sending of Alert messages and then, switch ON toggle button to activate.

             5.6.  Click Next to proceed to Escalation scrip setup.

6.  To edit Escalation, 

           6.1.  After Alert edit, just click Next or

           6.2.  At the Design page, hover to the Escalation section.  Click the ellipsis and select edit.

           6.3.  Edit the desired escalation "Time Frame".  Day, Week, and Month.

             6.4.  Define the Steps, Threshold, and Messages per escalation level

             6.5.  Click Finish when done

Related Integration

• Active ConnectWise Manage
• Active Microsoft Teams 

Data Sources