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. 

  • 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



Skills

Description

Permission

Top Phrases to Trigger the Skill

1

Create a ticket

To create a ticket

Self Service User (SSU)

Create a ticket
Create a new ticket

2

View ticket

To view a ticket with a Ticket ID

SSU

View a ticket
Show me the ticket
Show me ticket 5

3

Update ticket summary

To update summary for a ticket

SSU

Update summary of a ticket
update summary
update ticket summary

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,
Search Knowledge
Search knowledge documents

5

View list of tickets

To view list of tickets

Analyst

View tickets
View ticket list

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
Closed cases list

7

View On hold until return tickets

To view a list of tickets with status On Hold

Analyst

View on hold tickets
On hold tickets

8

View cancelled tickets

To view a list of tickets with cancelled status

Analyst

View cancelled tickets
Cancelled tickets

9

View closed tickets

To view a list of tickets with closed status

Analyst

View closed tickets
Closed tickets

10

View scheduled tickets

To view a list of tickets with scheduled status

Analyst

View scheduled tickets
Closed 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
In Progress cases

14

View New tickets

To view a list of tickets with status New

SSU

View new ticket
New ticket

15

Delete ticket

To delete a ticket

Analyst

Delete ticket

Delete ticket 3

 

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