These are the names, descriptions, and template links for ConnectWise bots 3.0.
Bot Name | Description | Template BOT Link |
ConnectWise Manage Attached Agreement Prompter | This bot alerts the user if his time entry has no attached agreement. | bot-ConnectWiseManageAttachedAgreementPrompterTemplate (mspbots.ai) |
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". | bot-ConnectWiseManageTimeEntryContentAnalyzerTemplate (mspbots.ai) |
ConnectWise Manage Ticket Open Task Prompter | This bot alerts the user when a ticket is moved to a defined status but with incomplete tasks. | bot-ConnectWiseManageTicketOpenTaskPrompterTemplate (mspbots.ai) |
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. |
bot-ConnectWiseManageWorkTypePrompterTemplate (mspbots.ai) |
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. | bot-ConnectWiseOnsiteSchedulePrompterReal-timeTemplate (mspbots.ai) |
ConnectWise Manage Prolonged Time Entry Verifier | This bot alerts the user when his time entry for 'Actual Hours' is unusually long. | bot-ConnectWiseManageProlongedTimeEntryVerifierTemplate (mspbots.ai) |
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. | bot-ConnectWiseManageShortTimeEntryVerifierTemplate (mspbots.ai) |
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. | bot-ConnectWiseTicketInProgressTooLong3.0Template (mspbots.ai) |
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. | bot-ConnectWiseManageNoNextStepTimeEntryAlertTemplate (mspbots.ai) |
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. | bot-ConnectWiseManageRemotevsTravelTimeEntryVerifierTemplate (mspbots.ai) |
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. | bot-ConnectWiseInsufficientTimeEntryPrompterTemplate (mspbots.ai) |
ConnectWise Manage Password in Time Entry Alert | This bot alerts the user if the password seems to be written in the time entry. | bot-ConnectWiseManagePasswordinTimeEntryAlertTemplate (mspbots.ai) |
ConnectWise Manage After Business Hours Verifier | This bot alerts the user about a Bus Hrs Service time entry done after business hours. | bot-ConnectWiseManageAfterBusinessHoursVerifierTemplate (mspbots.ai) |
ConnectWise Manage Ticket Closure QA | This bot performs a QA check after each ticket is closed and sends the results to the user | bot-ConnectWiseManageTicketClosureQATemplate (mspbots.ai) |
ConnectWise Scheduled Ticket Acknowledgement Alert 3.0 | This bot reminds the user to acknowledge his scheduled tickets and to check his calendar. | bot-ConnectWiseScheduledTicketAcknowledgementAlert3.0Template (mspbots.ai) |