This guide provides a collection of video tutorials to help users navigate and optimize MSPbots' features. The videos cover key functionalities, including bot setup, dashboard management, automation tools, and workflow enhancements. Each guide offers step-by-step instructions to ensure accurate implementation and effective utilization of MSPbots for improved efficiency.
Explore and select a topic from the sections below.
Attendance
Attendance Onboarding
Familiarize yourself with the Attendance Manager and jumpstart your great MSPbots experience.
Get the complete video list at Attendance Manager Onboarding Videos.
Creating Work Schedule
Create and assign work schedules to members individually or in a batch.
Next Ticket
Getting Started with Next Ticket
Read the related documentation
Next Ticket Onboarding Videos
We have compiled the Next Ticket videos on onboarding. Watch the introduction below.
Bots
How to Create a Bot
Read the article How to Create a Bot or watch this video tutorial.
Bots Onboarding Videos
We have compiled the bots videos for onboarding. Watch the introduction below.
Business Intelligence
The video guides on essential Business Intelligence (BI) tools are listed below. You can also view the Business Intelligence Onboarding Videos for a guided start with MSPbots BI tools.
Widgets |
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How to Clone a How to Clone a Widget |
How to Create a Slicer in Widgets |
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How to Create a Line Chart Widget |
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How to Create a Target Card Widget |
How to Create a Card Number Widget |
Dashboards |
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How to Clone Template Dashboards |
How to Create Custom Dashboards |
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How to Create a Scorecard Dashboard |
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Setting Up a Custom Homepage in the MSPbots App |
How to Create a Stacking Column from an Existing Data Source. |
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Presenting Dashboards Using the Rotating Dashboard View. |
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Reports |
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How to Create a Report |
Sharing Your Dashboards and Reports
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How to Create a Schedule for Sending Your Reports
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Client Portal |
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TruPeer Smart Numbers