Out-of-the-box Skills for ConnectWise
This article lists out the number of out-of-the-box skills for ConnectWise, which the administrator can import into their Bot. Luma VA uses these skills to guide the user through a conversation to create and view tickets in their Service Management system.Â
To import these skills into your bot, please contact support@serviceaide.com. The team will send you a zip file with all the OOTB skills and associated entities that can be imported into your bot using Bot Export and Import. It is strongly suggested that you do this first in your Staging environment. Once created, Attributes cannot be deleted.
Luma VA supports ConnectWise version v4.6 and above.
Skills | Description | Permission | Top Phrases to Trigger the Skill | |
---|---|---|---|---|
1 | Create a ticket | To create a ticket | Self Service User (SSU) | Create a ticket |
2 | View ticket | To view a ticket with a Ticket ID | SSU | View a ticket |
3 | Update ticket summary | To update summary for a ticket | SSU | Update summary of a ticket |
4 | Search Knowledge Articles | Search and review FAQs and knowledge articles in the Service Desk knowledge base. User triggers skill and then enters keywords to search on. | SSU | Search knowledge articles, |
5 | View list of tickets | To view list of tickets | Analyst | View tickets |
6 | View closed no response tickets | To view a list of ticket with Closed status with no customer response | Analyst | View closed tickets with no response |
7 | View On hold until return tickets | To view a list of tickets with status On Hold | Analyst | View on hold tickets |
8 | View cancelled tickets | To view a list of tickets with cancelled status | Analyst | View cancelled tickets |
9 | View closed tickets | To view a list of tickets with closed status | Analyst | View closed tickets |
10 | View scheduled tickets | To view a list of tickets with scheduled status | Analyst | View scheduled tickets |
11 | View Waiting on supplier tickets  | To view Waiting tickets on supplier tickets | Analyst | View waiting supplier ticket |
12 | View Waiting on customer tickets | To view Waiting tickets on customer tickets | Analyst | View waiting customer ticket |
13 | View In Progress tickets | To view a list of tickets with status In Progress | SSU | View In Progress cases |
14 | View New tickets | To view a list of tickets with status New | SSU | View new ticket |
15 | Delete ticket | To delete a ticket | Analyst | Delete ticket Delete ticket 3 |
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