How to Create a Bot from a Widget

• An email address - This is needed when choosing to send the alerts through email, chat, or a Teams channel.  
  • The alert message - Prepare the message that will be sent to the receiver of the alert. 
• An escalation message, if an escalation step is needed.

1. Select a widget for bot creation

1. Navigate to Widgets on the MSPbots app menu.
2. Select the widget for which you need to create a bot.
3. When the Widget Builder appears, hover over the widget to show the ellipsis button.
4. Click the ellipsis button, then select Create Bot.
   
   
   
   

Or

1. Go to the Dashboard where the widget is located.
2. Hover over the widget to show the ellipsis button.
3. Click the ellipsis button, then select Create Bot.
   
   
   
   

2. Create a bot

1. When the Create a new bot window opens, enter a name in the Bot Name field.
   
   
   
   
2. Next, identify the Role that will have access to the bot.
3. (Optional) Add a Tag of the bot.
4. (Optional) Add a clear Description of the bot.
5. Then click the Confirm button. This action opens the Trigger screen.   

3. Set up the bot trigger

1. In the Trigger window, select Widget as Data Source. 
   
   
   
   
2. Then select your Integration from the dropdown list.
   
   
   
   The Integration dropdown list shows the available datasets or widgets connected to the selected integration. This field displays only the tenant integrations connected to MSPbots.
   
   
3. Enter a Name for the bot. 
   
   
   
   Typing in the Name field searches for existing datasets or widgets for the selected integration. If an integration is not selected, typing in the field searches for across all integrations.
   
   
   Users must select an Integration and Name to proceed to the next step. If none is selected, the following warning message is shown:
   "Please complete the integration and name fields to ensure the bot runs successfully."
    
4. Next, go to the meet following criteria section and define the criteria for triggering the bot. Hover over the plus  icon and click +Add Group or +Add Condition.
   
   
   
   If you want to preview the data, click the   Data Inspector icon. 
   
   
5. Go to the I want the bot to run based on this schedule section and set the time and frequency for running the bot.
   
   
   
   

4. (Optional) Set up Advanced Scheduling

1. To set up advanced scheduling, scroll down to the Advanced Scheduler section on the Trigger screen.
2. Click Setting to open the Advanced Scheduler window. Refer to How to Set Up Advanced Scheduler to configure the bot to send alerts in Minutes, Hours, Days, Months, or Years.
   
   
   
   
3. Click the Next button to continue to the steps for defining the bot alert script. 

5. Define the bot alert script

1. Start by activating the channel where the bot will send the alert message. Click the slide button for any of the following to switch it ON: 
   • Microsoft Teams Chat
   • Microsoft Team Channel
   • Email
   • Web Message
   • Slack Chat
   • Slack Channel
     
     You may select multiple channels, depending on your requirements.
     
     
     
     
     
2. Set up the alert message.  
   Example: To set an Email alert, fill in the following fields:
   • From - Select the address from which the email is sent.
   • To - Select a receiver or recipient from the Dataset Field, Drill through, or User List. 
     
     
     
     
   • Subject - Input a subject manually and/or select one using a Dynamic Token.
   • Message - Type a custom message for the alert message.
     
     
     
     You can use the Insert a Token button to select data to include in the message. Formatting options are also available to highlight message sections.
     You can also customize the token using the {{Field Name}} format. When entering a token, ensure the field name in {{Field Name}} matches the field name in your widget; otherwise, the field value will not be found.
     
     
     
     
3. Click Next when done. This action takes you to the escalation script setup.
   

6. (Optional) Set the escalation script

The escalation recipient can be a manager or a higher-level manager, depending on your needs. You can also set multiple escalation steps as necessary.

1. Define the escalation steps by selecting an Escalation Threshold.
2. Select a Time Frame for the escalation cycle. Choose from Day, Week, or Month.
3. Write the Escalation message. Click the + Message button to add another message.
   
   For example, if you select 3 for Escalation Threshold and Week for Time Frame, the escalation message will be sent when the bot is triggered three (3) times a week. 
    
   
   
   
4. Click the Finish button when done. 

7. Activate the bot

To start sending alerts, activate the bot by going to the Detail tab and turning the following switches ON:

• Trigger - Switch this ON to make the bot available and running.
• Alert - Switch this ON to enable the sending of alerts.
• Escalation - Switch this ON to activate the escalation setup.