The Best Practice tab in the MSPbots app lists the most commonly used template assets, bots, dashboards, and reports. Clients can use a template as it is or customize it according to business needs.
Why should I use the Best Practice tab?
Start easy. The best practice templates are preset assets you can build on. Choose the best asset for your MSP and use it as a springboard for jumpstarting a fully beneficial MSPbots experience.
MSP tested and recommended. The bots, dashboards, and reports in the Best Practice tab are the most used assets by MSPbots clients and are, thus, proven useful to address MSP needs.
Minimal configurations are needed. The Best Practices assets are ready for implementation. Browse the assets list, clone, customize, and they're ready for use.
Where can I access the Best Practice tab?
This tab is located in the Bots, Dashboards, and Reports sections of the MSPbots app.
Alternatively, you can install the Best Practice Templates app to access all the templates for your integration.
Is the Best Practice Templates available for my integration?
The best practice assets are currently available for Autotask, ConnectWise Automate, ConnectWise Manage, Halo, and NinjaOne. More integrations for the Best Practice tab will be available in the coming months.
What is the Best Practice Templates app and how can I install it?
We have packaged all the best practice templates into an app for your integration. The Best Practice Templates app is a compilation of the best practice dashboards, reports, and bots for supported integrations.
To install the Best Practice Templates app:
- Ensure you have successfully configured your integration before installing the Best Practice Templates app. Refer to the Integrations page for instructions.
- Go to Apps in the MarketPlace.
- Select the Best Practice Templates for your integration like ConnectWise Manage Best Practice Templates, for example.
- Click Add.
Once installed, you can access the Best Practices app from Apps in the MSPbots menu and start using the templates of your choice.