Bots v2

[Introduction: Please provide the following information for this section: 

• Update on the current KB structure/articles we have to describe bots to clients.
• For internal and external (clients/page visitors use).
  
• All integrations.
  

[Main Section: Type the instructions or step-by-step guide in this section.] 

1. Write the first step here.
2. Add the second step here.
3. Don't forget to attach screenshots and add hyperlinks as needed.  
4. Next...
5. Etc.

What are Bots?

Our automated bots provide value to your business by flagging unproductive behavior, regularly reminding staff of necessary SOPs, sending out status, financial, and productivity reports and garnering efficiencies in every step of your business process.

1.Types of Bots:

1. Alert - One of the most common used bots, the automated alerts informs or escalates to users, managers, and admin in real time if certain parameters are not met, if there are parts of the process that have not been adhered to, or if there are metrics that have been breached so that users can get these fixed immediately and get back on track.

Examples

        - Time entry bots

        - After Business Hours Verifier

        - Idle Time Verifier

        - Next Ticket Rejected Alert

        - Ticket Resolution Prompter

        - Ticket Not Updated

        - Priority Tickets Alert

1.2. Reminder - These bots send out regular reminders to staff for such tasks as to clock in or out, to complete entry descriptions, among others.

Examples

        - Clock In/Out Reminder 

        - Task Prompter 

        - Time Sheets Submission Reminder

        - Onsite Schedule Prompter Real-time

1.3. Time/Utilization - Time and Utilization bots send out timed notifications pertaining to a staff member's utilized time, schedule, and tasks worked. They give a snapshot to recipients of technicians worked task and if required, a comparison to the company's standard or benchmark utilization.

Examples

        - Tech Stats Reviewer

        - Attendance Auto Out

        - Last 5 Day's Work Hours Summary

        - Daily Statistics Per Resource

        - Tech Utilization

        - Team Statistics EOD

1.4. Ticket related - These are bots created to manage tickets or tasks assignments, progress, and updates among other functions.

Examples

        - Ticket Resolution Prompter

        - Ticket Notifier

        - New Tickets for the last 7 days

        - Stale Ticket

        - Daily Ticket Statistics

1.5. Report - These bots send out to targeted recipients, status, updates, or a set of metrics or numbers that provide a view that helps in making decisions.

Examples

        - Last Week vs. This Week 

        - Late Time Entry Team Monthly Leaderboard

        - Monthly Business Report

        -  SMaRT Hours for Clients - Past 4 Months

        - Weekly Tickets Needing Attention

1.6. QA - QA bots prompt users for any missing information or documentation helping technicians and managers to complete data forms.

Examples

        - Ticket Closure QA

        - Ticket QA - Categorization

        - Attached Agreement Mismatch Prompter

        - Ticket QA - No Ticket Owner

1.7. Financial - These are bots whose function is to prompt users for any revenue, income, expense related triggers.

Examples

        - Revenue this Week

        - Expense Report Alert on the 15th day

1.8. Information/input required - Similar to QA bots, these are automated system triggers that require users to provide an input in order to add more information to tickets, tasks, or others.

Examples

       - Work Type Prompter

       - Scheduled Ticket Acknowledgement 

       - Short Time Entry Verifier

1.9. Attendance - Attendance bots generate alert and reminders pertaining to staff attendance.

Examples

    - Attendance Adjustment Pending for Approval

    - Weekly Attendance Summary

2. Bots FAQs

   2.1How do our bots work?

   - Once configured, bots need a platform to send the message, alerts, or reminders to technicians, managers, and others. We have MS Teams and email readily configured and we are working on other channels as well.

   2.2 Is there a limit as to when the bots can run?

   - There is no limit to the amount of messages or alerts our bots can send in a day. Once a trigger event has been hit, it will automatically send the messages out and a user can configure the schedule to suit.

   2.3