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Scheduled tasks are automated workflows that run at predefined intervals, allowing agents to handle repetitive or routine work without manual intervention. They are ideal for tasks that need to be performed regularly, such as sending emails, updating data, or generating reports. Scheduled tasks extend an agent’s capabilities beyond on-demand interactions by enabling actions to be performed consistently and at the right time. They provide several key benefits: automation, which eliminates the need for manual repetition; consistency, ensuring tasks are executed on schedule every time; and efficiency, freeing up staff time by offloading routine work to the agent. 

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Setting up a Task

Navigate to the Scheduled Task tab and click Add New.
1

Set a Name

Provide a clear and descriptive name task name for easy tracking.
2

Select an Agent

Choose the agent that will be responsible for executing the task.
3

Add Instructions

Define the steps or commands the agent will be performing.
4

Set a Schedule

Choose when and how often the task runs (daily, weekly, specific time, etc.).
5

Confirm Timezone

Confirm the timezone so execution aligns with your business hours.
6

Create

Save the task. It will appear in your list of scheduled tasks, with status and next run time displayed.

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Best Practices

  • Use descriptive names so tasks are easy to identify at a glance.
  • Review scheduled tasks periodically to confirm they are still needed and running correctly.