Alerts user to write the "Next Step" in the time entry
This bot is available for ConnectWise Manage PSA Integrations
The bot will send a reminder to the user to update the ticket if the Next Step is not documented. This forms a good habit and consistency in how we are providing resolution to our clients.
The technician has the option to enter "No Next Step" if there is no further action needed.
- Type Name parameter is used to exclude type such as Admin / Break from triggering the Bot.
We've added gamification, which will update the user for his/her current standing, with the number of time entries done correctly, who's leading the longest streak, and if the company is generous, a reward is also added to the message.