First of all, congratulations on taking the next step toward MSP success! As a process automation and business intelligence platform, we at MSPbots will make sure that you get the most out of our tools so that you can make data-driven decisions faster.
This blog is going to equip you with the necessary information to help you get started on your free trial. However, we highly encourage you to book a demo if you haven’t yet! It will greatly assist you in fully understanding the sign-up process and maximizing the benefits of utilizing our platform. The best part is it’s free, and it will only take around an hour of your time.
The MSPbots Free Trial Starter
Here are some answers to FAQs to help you explore our app with confidence:
How can I set up my account?
- Complete the sign-up process
- To connect your software, APIs, and PSAs to MSPbots, navigate to the app menu and click on “Integrations”
- Under the “Waiting to be connected” section, find the apps you want to connect to MSPbots and click on the “Config” icon
- When the setup is complete, your apps will appear under the Connected section
- Once the datasets are ready, you’re good to go!
What access do I have with my free trial?
During your free trial, you have access to everything in the paid Professional Bundle. This means you can use the following products along with all their features and customizations:
- Business Intelligence dashboards
- Bots
- NextTicket Manager
- Attendance App
- Peer Group Function
Partnership Apps
- Encore Strategic Benchmarking
- MSP Finance Team Financial Metrics and Benchmarks Suite
How long is my free trial?
You have 14 days. If you need more time, you can request to extend your free trial period.
What happens when my free trial ends?
When your free trial period ends, you can decide to:
- If you only need one or a few apps – Go A la Carte! Our pricing options for each app are available here.
- If you need all our apps – Go with a bundle! These bundles are all-in-one packages that let you have the MSPbots experience. The Startup Bundle is perfect for MSPs with around 10 technicians. To get unmatched value, the Professional Bundle is ideal for those with more than 10 technicians with access to advanced features and dedicated unlimited support.
When you decide to upgrade to a paid account, note that your payment plan is on a monthly basis – no long-term contracts! If you’re looking for more savings, the annual plan enables you of a 15% discount!
Continue using the free account
Your MSPbots account is forever free! You will still get to enjoy selected apps, with limited features and users.
Will I lose my data when my free trial ends?
No. But your access to features will be limited to what the free account offers. Your data will be accessible once you extend your trial or upgrade to a paid account. Your data is not deleted unless you request it.
What MSP software can I link with?
We have an extensive list of integrations and we’re constantly adding to it. To name a few, we integrate with popular PSAs like ConnectWise, AutoTask, Syncro, Halo, Kaseya, as well as platforms for Accounting, RMM, and more.
How can I sync my software to MSPbots?
You can link popular software applications via API! Instructions per sync up are easy to follow, which makes the process hassle-free.
Does MSPbots work without a Teams integration?
Yes, but using the platform requires you to log in with Microsoft Office. You can do without the integration but it’s most efficient to link Teams.
How do I request assistance?
You may email support@mspbots.ai or send a message through our website. If you’re already in contact with someone from our team, they can provide assistance as well.
Where do I check for app updates?
We publish Release Notes for every major app update and new features.
When should I upgrade to a paid account?
When you want to unlock a world of enhanced efficiency and productivity to greater levels, you should upgrade to a paid account. By doing so, you gain access to a wide array of powerful apps and their advanced features.
In addition, a paid account grants you dedicated support from our expert team, ensuring prompt assistance whenever you need it. Moreover, you can take advantage of our exclusive onboarding service, designed to smoothen your transition and optimize your utilization of the platform. Our concierge service is also at your disposal, providing personalized guidance and assistance.
For optimum MSP performance, upgrade to the Professional Bundle and witness the remarkable impact it will have on your business.
***
Now that you know the basics, you can head on with your free trial! Have the best time leveling up your MSP processes with our tools.
Once again, booking a demo will open a world of possibilities for your MSP. While the free trial provides a taste of what our platform can do, the demo offers an even deeper understanding of its capabilities and how it can revolutionize your operations.
Our experts will guide you through a hands-on demonstration, showcasing the extensive features and functionalities that MSPbots has to offer. Discover the hidden gems and untapped potential that will propel your MSP to new heights. Don’t miss out on this invaluable opportunity to explore the full range of possibilities and gain insights into how MSPbots can be tailored to your unique needs.
If you have any more questions, let us know!
