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Setting Up Your Beta Access for MSPbots AI Tools

Updated

Access to the MSPbots AI Beta tools requires a properly configured beta test account. This guide details how to set up this account, including instructions for integrating your AI platform with MSPbots and securing the information that will help us tailor the tools according to your business model and requirements. 

Prerequisites 

  • Admin role for MPSbots and your company directory and PSAs 
  • Working integration of your AI platform with MSPbots

How to set up your beta test account 

1. Connect your AI platform to MSPbots.

Select your preferred AI platform below and click the corresponding link for the step-by-step instructions on connecting your AI platform to MSPbots.

Once you have completed the integration, the MSPbots team will configure the AI applications for you. 

2. Secure the information for configuring the AI tools. 

To ensure a smooth setup procedure for your beta test account, please provide the details listed for each app below.    

  • AI Ticket Sentiment Analysis App 
      • Ticket Boards or Queues - AI analyzes all customer notes across ticket boards and queues by default. Would you like to limit the analysis to specific boards instead? Let us know your preference. 

  • AI Ticket Triage Process App  
      • Ticket source - Which ticket sources in your PSA should the AI monitor for classification? 
      • Ticket boards or queues - Which boards should the AI analyze? Do you want tickets routed to specific boards based on their type or subtype? 
      • Classification needs - What ticket types and subtypes are relevant to your operations? Some examples are Incident Tickets, Service Requests, and Change Management. 
      • Status definitions - What workflow stages or statuses do your tickets go through? 
      • Routing requirements - How should different ticket types be routed? For example, should Incident Tickets be assigned to a specific board, such as the Help Desk Board? 
      • Unique needs or specific use cases - If you have other unique needs or use cases for the AI triage system, please provide a documented workflow to help us streamline the process and ensure accurate implementation. 

3. Submit your information and requirements.

Send your information and detailed requirements then book a meeting with Glenn Bugtong so we can discuss your AI requirements and start setting up your AI tools. 

 

 

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