How to manage and configure Bots
Bots are tailored to assist employees by providing a real-time update and next best action.
Currently, MSPbots has 4 types of bots that are tailored to assist your team by providing a real-time update and next best action.
- Ticket
- TimeEntry
- Attendance
- Idle Check
How to manage the bots' trigger alert and messages
From the Bot tab switches, you can choose which bots to activate to help streamline your business processes.
- Trigger → Allows the admin to view all triggered bots in the Bot Reports section
- By default, all bots are enabled.
- Alert → Switching the Alert function will allow the bot to send messages to the user when action meets the condition set by Admin
- Escalate → MSPbots can escalate a user's continuous triggering of a bot to the Team manager and even the Operation manager
- Customize → Modify how each bot triggers an Alert. Customize messages, conditions, and escalation flow
Navigate to the bot that requires editing
- Then click the Edit button, wait for a pop-up window to appear
- Modify how each bot triggers an Alert
- Customize message sent to the users
- Update the bot condition and escalation flow
- Click Apply, then Confirm
- Modify how each bot triggers an Alert
When customizing the messages in the Message box, do not edit/remove the words inside the { }.
You can always revert back to the default message by clicking Load Default
If you are having issues with the bots, reach out to our support team.