ConnectWise Manage Attached Agreement Prompter

The ConnectWise Manage Attached Agreement Prompter is a bot that alerts the user when his time entry has no attached agreement. This article discusses the following about this bot:

How is this bot helpful?

The ConnectWise Manage Attached Agreement Prompter is ensures the correct calculation of agreement profitability for each client that your company has an agreement with. If the technician's time entry has no attached agreement, the agreement profitability may be inflated and thus, not accurate. 

How to Clone the ConnectWise Manage Attached Agreement Prompter Bot 

1. Navigate to Bots on the MSPbots menu. 
   
2. Search for ConnectWise Manage Attached Agreement Prompter Template, then click the Template Bots tab.
   
   
3. Select the bot from the search results. This action shows a pop-up with the message, "Do you want to clone the BOT?"
   
4. If you want to view the bot only, click the No, view only button. This action shows the bot settings for your review. 
   If you want to clone the bot, click Yes and proceed to the next steps. 
5. On the Clone window, update the Bot Name. For example, type ConnectWise Manage Attached Agreement Prompter (Company Name).   
6. Edit the content of the Role field by selecting the appropriate role type.
7. Click the Save button to clone the bot. You can configure the bot later if it is necessary. 

Bot Configuration

To configure the ConnectWise Manage Attached Agreement Prompter: 

1.  Open the ConnectWise Manage Attached Agreement Prompter (Company Name) bot, then click the Design tab.

2.  Select the configuration that you want to edit: Real-time Data, DataFilter, Alert, or Escalation.

3.  To edit Real-time Data:

a. Hover over the ellipsis ... icon and click Edit.

   b. Select an option for Data Source from the drop-down menu and click Next. This action continues to the editing of the DataFilter.

4.  To edit Data Filter: 

         a. Go to DataFilter, hover over the ellipsis ... icon, and select edit.

                  The default setup like the one shown below appears on the screen. 

           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