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📘 SOW ConnectWise Manage customGPT Documentation

📝 Introduction​

The SOW Generator (ConnectWise Manage) customGPT assists vCIOs, Account Managers, or anyone in a sales role in creating Scopes of Work (SOWs) and seamlessly generating opportunities in ConnectWise Manage.

Purpose: Streamline the SOW drafting process, reduce manual errors, and ensure opportunities are created with accurate, data-driven inputs.

Target Users: vCIOs, Account Managers, Sales Professionals

⚙️ How It Works​

  • Uses user-uploaded templates (sow_template.docx and LOEMD.docx) to build SOW drafts.
  • Requires Point of Contact (POC) first/last name, company name, and the user’s CW Manage email.
  • Pulls company data, location, and contact ID from ConnectWise Manage using POC details.
  • Maps the end user (via their CW Manage email) as the primarySalesRep.
  • Once approved, the GPT:
    • Creates and posts an opportunity in ConnectWise Manage.
    • Sends an email notification confirming whether the opportunity was created successfully.

🛠️ Setup Instructions​

Provide API Credentials​

  • Share ConnectWise Manage API credentials with Synthreo.
  • Required permissions:
    • Contacts & Members API → Read access
    • Opportunities API → Read & Write access

Upload Required Templates​

  • End users must upload their own sow_template.docx and LOEMD.docx.
  • These files are used by the GPT to draft the SOW.
  • Without these files, the agent cannot generate SOWs.

User Requirements (during the GPT conversation)​

  • Provide correct first and last name of the POC during the conversation.
  • Provide company name (must match the POC record).
  • Use your ConnectWise Manage email address (used to fetch memberID → maps you as the primarySalesRep).

💡 Usage Example (Workflow)​

Scenario: A vCIO needs to create an SOW for a new client project.

User provides:

  • POC name
  • Company name
  • Their CW Manage email
  • Their uploaded sow_template.docx and LOEMD.docx

The GPT:

  1. Generates a draft SOW using the uploaded templates.
  2. Pulls POC details, company verification, and memberID from CW Manage.
  3. User reviews and approves the draft.
  4. User says: “Post the opportunity”.
  5. GPT creates the opportunity in ConnectWise Manage.
  6. User receives an email notification:
    • ✅ Success → Opportunity posted
    • ❌ Failure → Forward the email to help@synthreo.ai for support

🐞 Troubleshooting​

  • POC and company don’t match → Verify spelling; ensure POC is associated with the company in CW Manage.
  • Email not found / memberID missing → Confirm you are using your CW Manage login email.
  • Insufficient permissions → Contact your CW Manage admin to confirm you have:
    • Read access to Contacts and Members
    • Read/Write access to Opportunities
  • Missing templates → Ensure you have uploaded both sow_template.docx and LOEMD.docx.
  • Posting fails → Check the email notification; forward it to help@synthreo.ai.

❓ FAQs​

Q: Can I update an existing opportunity?
A: No. The GPT only creates new opportunities. Updates must be handled manually.

Q: Can I use my personal email instead of my CW Manage email?
A: No. The email must match your CW Manage account for memberID lookup.

Q: Do I need to upload the SOW/LOEMD template each time?
A: You only need to upload the templates once per GPT session. They must be available before generating the SOW.

Q: How do I confirm if the opportunity was created successfully?
A: You will receive an email notification after posting.