How to Create a Bot

These are the steps for creating a bot in the MSPbots app. 

1. Set up a new bot.

1. 1. Log in to the MSPbots app using your Office 365 account. 
   2. Navigate to Bots on the left menu then click the New Bot button on the Bots screen.
      
      You can also start creating a bot from a widget on your dashboard. Click the ellipsis button and select Create Bot.
       
   3. When the Create a new bot window appears, select Quality Assurance Bot.
      .
   4. Fill in the required fields for creating a bot. 
      
   5. Enter a name in the Bot Name field.
   6. Identify the Role that will have access to the bot.
   7. Add a clear Description of the bot. (Recommended)
   8. Then click the Confirm button. Clicking Confirm opens the tab with the details and settings for your new bot. 
      
      

2. Set up the bot trigger. 

1. 1. Click the Design button on your bot's tab.  
      
      This opens the Trigger window where you configure the trigger script.
      
      
   2. Start defining the trigger by selecting Widget or Dataset, and your PSA.
      
   3. Next, go to the meet following criteria section and define the criteria for triggering the bot. Hover over the  icon and click +Add Group or +Add Condition.
      
      If you want to preview the data, click the   Data Inspector icon.
      
      
   4. Go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot. 
      
      
      

3. Set up Advanced Scheduling (Optional)

1. 1. To set up advanced scheduling, scroll down to the Advanced Scheduler section on the Trigger screen.
   2. Click the Setting link to open the Advanced Scheduler window. 
   3. On the Advanced Scheduler window, configure the bot to alert in Minutes, Hours, Day, Month, or Year, then click Save.
   4. Click the Next button to continue to the steps for defining the bot alert script.
      

4. Define the bot alert script.

1. 1. Start by activating the channel where the bot will send the alert message. Click the toggle for any of the following to switch the channel ON: 
      • Microsoft Teams Chat 
      • Microsoft Teams Channel 
      • Email 
      • Web Message
      • Slack Chat
      • Slack Channel
        
        
        You can choose more than one channel based on your needs. 
        
        
   2. Set up the alert message.
      For example, to set an email alert:
      1. Click the Email toggle switch. This will show the email fields and the checkbox for Hide the message footer. 
      2. (Optional) Select the Hide the message footer checkbox to remove the additional information from the bottom of the email message.
         
      3. Select a sender from the From dropdown list.
         
      4. Next, click the To field and select the recipients from the From Dataset Field, From Drill Through, or From User List fields.  You can also click CC or BCC to add recipients to these fields.
         
      5. Type the Subject of the email.
          
      6. In the section for the email message, compose a custom message for the alert message. 
         
         You can use the Insert a Token button to select data to include in the message. Formatting options are also available to highlight message sections. 
         
      7. Select the Preview checkbox to show a preview of your message. 
         
         When Preview is selected, the toggle for Light Mode or Dark Mode also appears. Light Mode is enabled by default. Click the toggle to apply Dark Mode to your email.
         
      8. Next, click Choose Template and select the message template you want to use. 
         
         Selecting a template automatically changes the message in the message box. 
         
         You can also save your message and turn it into a template. 
         1. Click Save as a template. 
         2. Type a Template Name and select a Template Type. 
         3. Select View After Adding to add your template in Choose Template dropdown menu. 
         4. Click Add to save the current message as a message template. 
            
      9. Click Next when done. This action takes you to the escalation script setup. 

5. Set the escalation script.

The escalation recipient can be a manager and/or a next-level manager, depending on your requirement. You can also set several escalation steps as needed.

1. 1. Select a Time Frame for the escalation cycle. Choose from Day, Week, or Month.
   2. Define the escalation steps by selecting an Escalation Threshold.
   3. Write the Escalation message. Click the + Add Message button to add another message. For example, if you select Week for Time Frame and 3 for Escalation Threshold, the escalation message would be sent when the bot is triggered 3 times in a week.
   4. Click the Finish button when done.
      

6. Activate the bot.

To start sending alerts, activate the bot by going to the Detail tab and turning the following switches ON:

• • Trigger - Switch this ON to make the bot available and running.
  • Alert - Switch this ON to enable the sending of alerts.
  • Escalation - Switch this ON to activate the escalation setup.