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MSPbots WIKI is moving to a new home at support.mspbots.ai
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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!
The micro-trained bots of MSPbots are known for providing value to businesses by acting on critical issues in real-time. The bots automate repetitive tasks and take away inefficiencies by flagging key items in BI reports and encouraging productive behavior in the organization. This article discusses the types of bots and how each can work for your MSP.
What types of bots are available with the MSPbots app?
Use this guide to see how you can leverage each type of bot for your MSP's business needs.
| Bot Type | Description | Examples |
|---|---|---|
| Alert | The Alert bot is one of the most commonly used bots in the MSPbots app. It sends automated alerts to flag users about action items or escalates to managers whenever the needed actions are not taken or specified parameters are not met. The alert messages are sent in real-time so that users can take immediate action and get back on track ASAP. | Time Entry Bots, After Business Hours Verifier, Idle Time Verifier, Next Ticket Rejected Alert, Ticket Resolution Prompter, Ticket Not Updated, Priority Tickets Alert |
| Reminder | Reminder bots send out regular alerts to clock in or out, start tasks, complete entry descriptions, and other tasks that you specify in the configuration. | Clock In/Out Reminder, Task Prompter, Time Sheets Submission Reminder, Onsite Schedule Prompter Real-time |
| Time/Utilization | Time and Utilization bots send out timed notifications pertaining to employees' utilized time, schedule, and accomplished tasks. These give recipients snapshots of the tasks that technicians worked on and an insight into how individuals or the company compare to internal standards and to other companies in the same industry. | Tech Stats Reviewer, Attendance Auto Out, Last 5 Day's Work Hours Summary, Daily Statistics Per Resource, Tech Utilization, Team Statistics EOD |
| Ticket related | Ticket-related bots are helpful in monitoring ticket status and ensuring that action is done promptly until resolution. | Ticket Resolution Prompter, Ticket Notifier, New Tickets for the last 7 days, Stale Ticket, Daily Ticket Statistics |
| Report | Report bots deliver data, summaries, and insights that will help decision-makers formulate informed business decisions. | 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 |
| QA | QA bots prompt users for any missing information or documentation that would help technicians and managers to complete data forms. | Ticket Closure QA, Ticket QA, Categorization, Attached Agreement Mismatch Prompter, Ticket QA, No Ticket Owner |
| Financial | Financial bots alert users for any revenue, income, and expense-related triggers. | Revenue this Week, Expense Report Alert on the 15th day |
| Information/input required | Similar to QA bots, these bots are automated system triggers that require users to provide input in order to add more information to tickets, tasks, or others. | Work Type Prompter, Scheduled Ticket Acknowledgement, Short Time Entry Verifier |
| Attendance | Attendance bots generate alerts and reminders pertaining to staff attendance. | Attendance Adjustment Pending for Approval, Weekly Attendance Summary |
Frequently asked questions on bots
How do the 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 we are working on other channels as well.
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.
Do bots require a separate integration?
Bots work with your normal PSA like Connectwise or Autotask, RMM such as Liongard, CRM such as Hubspot, or any other platform. We just need to connect via a secure API and we are good to create the bots!
Is there a bot to alert or send a message if the user or technician has not acted upon the original alert?
Yes, besides copying managers and supervisors on the original alert, a bot can be configured to send an escalation message if not acted upon beyond a set amount of time,
Once configured, can a bot be easily modified or turned on or off by a user?
Bots are easily customizable and modifiable even if it has already run. A user just needs to change or switch it on or off.
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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!