How to Configure the Holidays in the MSPbots App

The Holidays List is where you can add or edit holidays to ensure that these are recognized by the MSPbots app. The modifications made on this list are applied to the Bot Advanced Scheduler so that the bot will not send notifications on non-working days.

What's in this article: 

To Create the Holidays List

1. Open the MSPbots app and go to Settings > System. 
2. On the System tab, clickto open the Add Holiday Calendar window.
   
3. When the Add Holiday Calendar window opens:
   1. Give the holiday calendar a Name and a Description. 
      
   2. ClickAdd to create the Holidays List. 
       
   3. When the Add Holiday window opens, enter a Name for the holiday and select a start and end Date for the holiday. 
      
   4. Click Confirm. This adds the holiday to the list. 
      
   5. Repeat Steps 3b to 3d to add more holidays to the list. 
   6. Click Save when done. You will see the message "Add success" and the holiday will appear on the Holidays Calendar. 
       

Other configuration options in the Holidays Calendar: 

1. • Repeat Yearly - Enable the switch to repeat the holiday yearly. 
   • Edit - Click to modify the holiday settings.
   • Delete - Click to remove the holiday from the list. You can edit or delete holidays from the existing holiday list. 

To Add a Holiday Calendar from the Template

1. Open the MSPbots app and go to Settings > System. 
2. On the System tab, click and select Template to open Add Template window.
3. Select from the Regional holidays dropdown list. 
   
   
4. Click Save.
   
   
5. This will show the holiday calendar template you created.
   
   The options to Edit, Delete, and enable the Repeat Yearly switch are also available for the Holiday Templates. 

How to configure the Outgoing Mail (separate wiki)

A customized email reinforces branding efforts and enhances the credibility and recall of your company. You can use your company email instead of the default support@mspbots.ai for emailing customers. Do this by adding your email to the System Configuration in the MSPbots app. 

This article shows how to change the sender's email address when sending emails.

To customize the sending address of outgoing emails

1. Open the MSPbots app and go to Settings > System. 
2. Click Outgoing Mail in the upper right corner of the Settings tab.
   
3. Click Add and fill out the form. 
    
   
   

   Important

   The value for the Password field is not your email login password but the App Password that you need to request from software providers like Microsoft. For example, if you are using Office 365, request the App Password from Microsoft's My Sign-Ins | Security Info page. 
   

   
   
4. Click Test Connection at the bottom of the form to verify if your connection is successful. 
   
5. Once you have verified your connection, click Confirm to save the settings.  
   
   This action will prompt you to verify your email access. 
   
6. Open the verification email sent to the address you provided for configuration. Click the Verify link in the email. 
7. Your email address should now appear on the System tab. A Verified status signifies that the SMTP server configuration is complete. 
   
   
8. Check if the email you added now appears on the From dropdown selection of the Share Dashboard function. If it does, you can start sending reports and bot messages using this custom email. 
   
   Refer to the following articles for more information on sending snapshots and bot messages: 
   • Sharing a Dashboard Using the Snapshot Function 
   • How to Create a Bot - Define the bot alert script 
     
     

Other configuration options in Settings: 

• Edit - Click theicon to edit the settings of an Outgoing Mail configuration.
• Delete - Click the icon to delete an Outgoing Mail setting from the list.