These are the names, descriptions, and template links for ConnectWise bots 3.0.
|Template BOT Link
|ConnectWise Manage Attached Agreement Prompter
|This bot alerts the user if his time entry has no attached agreement.
|ConnectWise Manage Time Entry Content Analyzer
|This bot alerts the user if his time entry has words or phrases like "I think" and/or "I believe".
|ConnectWise Manage Ticket Open Task Prompter
|This bot alerts the user when a ticket is moved to a defined status but with incomplete tasks.
|ConnectWise Manage Work Type Prompter
This bot asks the user to confirm his Work Type if his time entry mentions "travel"
The work Type is normally set as Remote.
|ConnectWise Manage Onsite Schedule Prompter Real-Time
|This bot checks all the tickets with the schedule onsite status and alerts the technician to go to the site. The reminder is sent as it is updated.
|ConnectWise Manage Prolonged Time Entry Verifier
|This bot alerts the user when his time entry for 'Actual Hours' is unusually long.
|ConnectWise Manage Short Time Entry Verifier
|This bot asks the user if he wants to bill for a time entry that is less than x minutes.
|ConnectWise Ticket In Progress Too Long 3.0
|This bot reminds the user to take action or ask for help if a ticket In Progress has not been updated for a period of time.
|ConnectWise Manage No Next Step Time Entry Alert
|This bot asks the user to input information for the "Next Step" of a time entry if none is provided.
ConnectWise Manage Remote vs Travel Time Entry Verifier
|This bot alerts the user when a "Travel" time entry is incorrectly followed by a "Remote" time entry.
|ConnectWise Insufficient Time Entry Prompter
|This bot encourages the user to add more details to a long time entry that has only a short note.
|ConnectWise Manage Password in Time Entry Alert
|This bot alerts the user if the password seems to be written in the time entry.
|ConnectWise Manage After Business Hours Verifier
|This bot alerts the user about a Bus Hrs Service time entry done after business hours.
|ConnectWise Manage Ticket Closure QA
|This bot performs a QA check after each ticket is closed and sends the results to the user
|ConnectWise Scheduled Ticket Acknowledgement Alert 3.0
|This bot reminds the user to acknowledge his scheduled tickets and to check his calendar.