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Understanding Recurring Tickets
The Recurring Tickets engine is robust and scalable. To understand how it works, consider that: A Category is a way to group similar tickets, e.g., Account Management, NOC, Service Manager. A Ticket Template is a written process to be followed, ...
Creating Recurring Tickets
Every Recurring Ticket Rule has a name and is associated with a Category and Ticket Template. Note, because a Ticket Template may have multiple Recurring Rules, each rule has its own name. By creating a many-to-one relationship between Rules and ...
Triggering SmartTag
Once you have configured SmartTag, you need to enable it to be triggered by status changes on a ticket. This is done using the Rocketship Ticket Lifecycle. Log into the Rocketship Admin Portal Click on Ticket LifeCycle in the menu Choose a Status to ...
Setting up SmartTag
SmartTag is an AI-driven triage system. To use SmartTag, you need to configure API access between SmartTag and a public AI model, e.g., OpenAI. We do not use ChatGPT or any similar interface, rather we speak directly to the AI model, feed it various ...

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Holidays in Rocketship Scheduling
DispatchBoard Holiday View Rocketship syncs with Autotask Holiday Sets (per Internal Location) daily. You can view the current list of holidays from: The Holidays page in DispatchBoard, or Your Calendar. Next Activity Recipes (Scheduling Module) ...
Setup Rocketship in Autotask
This article describes how to fully integrate Rocketship into the workflow of your team inside Autotask. Setup involves these phases: Set up Autotask API user Add API User in Rocketship Admin portal Enable Rocketship in Autotask Integration Center ...
Creating an Autotask API User for Rocketship
Like any software that integrates with Autotask, you’ll need to create an Autotask API user for the connection. This takes about 1 minute to do. These steps are accomplished via the Admin->Resources (Users) screen in Autotask. Log in to Autotask as ...
Enable Autotask Service Calls to show on Outlook Calendar
In this KB, we’ll walk you through the configuration needed to see Autotask Service Calls in your Outlook Calendar. How the Sync Works When Rocketship creates a Fixed Appointment or Next Activity, it will create the corresponding Autotask Service ...
Enabling Rocketship in the Autotask Integration Center
This article describes how to enable Rocketship in the Autotask Integration Center. It is part of the “Rocketship & Autotask Insight/Widget Integration” series. Log in to Autotask as an admin Click on Admin->Extensions & Integrations Click on Other ...

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