Automated tasks

    Your agent works even when you don't write to it

    You schedule the tasks you need and the agent runs them automatically. Define the task and the schedule — the agent handles it using its available functions and knowledge.

    • Schedule by day and hour
    • Recurring reports and analyses
    • Result in-chat and by email
    • Tag for easy tracking

    Advisor

    Daily report · 8:00 AM

    Analyze yesterday's customer communication and prepare a summary.

    Automated task

    Conversation search Excel generation
    Summary ready – 42 conversations, 6 complaints, most common topic: shipping.
    daily-report.xlsx

    Agent

    8:00 AM schedule→Agent starts→Fetch data→AI analysis→Report
    Workflow

    How an automated task runs

    From the scheduled time to delivered output — with zero user intervention.
    1. 08:00

      Scheduled time

      You choose the days and hours when you set up the task.

    2. Agent receives the task

      The task text it processes on every run.

    3. Fetches data via functions

      It only uses the functions it's allowed to.

    4. Processes and prepares output

      A summary, analysis, or document.

    5. Result is ready for you

      In the conversation, or delivered by email.

    Manual chat vs. automated work

    Conversation with a user
    1You write the request
    Agent replies
    Automated task
    1Schedule triggers the task
    Agent works on its own
    3Output is ready
    Setup

    What you configure for an automated task

    Days of the week

    Monday – Sunday (optionally multiple days)

    Hours

    Specific hours of the day (optionally multiple hours)

    Task description

    The task text the agent receives on every run

    Tagging

    Automated conversations can be tagged

    Examples

    Examples of automated tasks

    Daily communication report

    Automated conversation

    Every day 8:00 AM

    Analyze yesterday's customer communication and prepare a summary.

    Automated task

    Conversation search Send email
    Summary ready – 42 conversations, most common topic: shipping.
    daily-report.xlsx

    Agent

    Every day 8:00 AM→Conversation search→AI analysis→Report by email

    Weekly order overview

    Automated conversation

    Every Monday

    Prepare an overview of orders from the last 7 days, with charts.

    Automated task

    Order data & statistics HTML generation
    The last-7-days overview is ready, including charts by day.
    weekly-overview.html

    Agent

    Every Monday→Order data→HTML generation→Delivery

    Stock availability check

    Automated conversation

    Selected hours

    Check for products that are out of stock and prepare a list.

    Automated task

    Product data & statistics Excel generation
    The list of unavailable products is ready for review.
    out-of-stock-products.xlsx

    Agent

    Selected hours→Product data→Excel list→Delivery

    Every automated run creates a conversation you can open, review, and download any generated files from.

    Let the agent handle repetitive work

    Schedule your first automated task and have results ready every day.