Follow the process below to create a bot from any report or widget in the easiest way.
The grid type of widget is the recommended widget type for creating a bot.
Prerequisites
- An email address - This is needed when choosing to send the alerts through email, chat, or a Teams\Slack channel.
- The alert message - Prepare the message that will be sent to the receiver of the alert.
- An escalation message, if an escalation step is needed.
1. Select a widget for bot creation
- Navigate to Widgets on the MSPbots app menu.
- Select the widget for which you need to create a bot.
- When the New Widget Builder appears, click More Options .
- Select Create Bot.
Or
- Go to the Dashboard where the widget is located.
- Find and hover over the widget, the More Options button will appear.
- Click More Options , then select Create Bot.
2. Create a bot
- When the Create a new bot window opens, enter a name in the Bot Name field.
- Next, identify the Role that will have access to the bot.
- (Optional) Add a Tag of the bot.
- (Optional) Add a clear Description of the bot.
- Then click the Confirm button. This action opens the Trigger screen.
The Trigger screen is also accessible from the Design tab.
3. Set up the bot trigger
- Proceed by setting the Trigger script. The widget field inherits the name of the widget selected in Step 2b.
- If you want to preview the data, click the Data Inspector icon.
- Go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot.
4. (Optional) Set up Advanced Scheduling
- To set up advanced scheduling, scroll down to the Advanced Scheduler section on the Trigger screen.
- Click Setting to open the Advanced Scheduler window. Refer to How to Set Up Advanced Scheduler to configure the bot to send alerts in Minutes, Hours, Day, Month, or Year.
- Click the Next button to continue to the steps for defining the bot alert script.
5. Define the bot alert script
- Start by activating the channel where the bot will send the alert message. Click the slide button for any of the following to switch it ON:
- Microsoft Teams Chat
- Microsoft Team Channel
- Web Message
- Slack Chat
- Slack Channel
You may select multiple channels, depending on your requirement.
- Set up the alert message.
Example: To set an Email alert, fill in the following fields:- From - Select the address from which the email is sent.
-
To - Select a receiver or recipient from the Dataset Field, Drill through, or User List.
- Subject - Input a subject manually and/or select one using a Dynamic Token.
-
Message - Type a custom message for the alert message.
6. (Optional) Set the escalation script
The escalation recipient can be a manager and/or a next-level manager, depending on your requirement. You can also set several escalation steps as needed.
- Define the escalation steps by selecting an Escalation Threshold.
- Select a Time Frame for the escalation cycle. Choose from Day, Week, or Month.
- Write the Escalation message. Click the + Message button to add another message.
For example, if you select 3 for Escalation Threshold and Week for Time Frame, the escalation message would be sent when the bot is triggered 3 times in a week.
- Click the Finish button when done.
7. Activate the bot
To start sending alerts, activate the bot by going to the Detail tab and turning the following switches ON:
- Trigger - Switch this ON to make the bot available and running.
- Alert - Switch this ON to enable the sending of alerts.
- Escalation - Switch this ON to activate the escalation setup.