CW Attached Agreement Prompter 3.0

Alerts the user if time entry has no attached agreement.

REQUIREMENTS

• Active ConnectWise Manage Integration

• Active Microsoft Teams Integration

• MSPbots app is installed in Teams

• Message Switch is set to Enabled on the MSPbots User Management Page

• (OPTIONAL) The user's manager is configured within Azure Active Directory

BOT CONFIGURATION

Here are the steps to configure the bot.

1. Open the bot by expanding the left navigation and clicking Bots.

2. Using the search bar, search for the bot CW Attached Agreement Prompter 3.0. Click on the bot name to edit.

3. This should open the Trigger module, this is where you can define the time frame (e.g. minutes, hours, etc.) that the bot will need to check if there a new time entry entered. Additionally, this is where you can exclude users from the alert or add additional conditions/filters before triggering the bot. Under Schedule, you can set the timing and frequency of the bot alert.

4. Once done setting up your filters, click the next button to customize the bot alert message.

5. This should open the Alert module. This is where you can set the following:

• Where to send the messages
• Message recipients
• Alert Message

Note: You can either send the message to the user or technician who triggered the bot by choosing email or the field containing the email address of the user or any specific user on your team.