Next Step Prompter

Alerts user to write the "Next Step" in the time entry

This bot is available for ConnectWise Manage PSA Integrations

Description

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.

Condition

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.

 

Screen Shot 2020-10-30 at 12.47.03 AM

If you are having issues with the bots, you can reach out to our support team.