MSPbots bots are tools that automate repetitive tasks and remove inefficiencies by flagging key items in reports. These micro-trained bots act on critical issues in real time and encourage productive behavior within the organization.
This article compiles a series of onboarding video guides to get you started on key bot management tasks, from identifying the best bot for your goals to creating, cloning, and deploying your bots.
Prerequisites
- Admin role for configuring and deploying bots
- A successful integration of your PSA and software to MSPbots
You can visit the Integrations page for instructions on connecting your software to MSPbots.
Bots Onboarding - Introduction
Related videos:
Bots Onboarding - Prerequisites
Related documentation:
- Get Started with MSPbots app
- Integrations
- User Management
- Role Management
- Assigning Bot Licenses
- Installing MSPbots app in Teams
- Send Message to Slack Chat
Trigger Bots Using Fixed Recipients
Related documentation:
Trigger Bots Using Dynamic Recipients
How to Test a Trigger Bot
Related documentation
Clone and Deploy Template Bots
Related documentation
Bots Onboarding - Summary