Scheduling a Recurring Prompt

What you'll do

Take a saved prompt and set it to run on its own daily, weekly, or monthly.

Before you start

• You need a saved prompt. If you haven't saved one yet, start in Ask Anything and follow Saving and Reusing a Prompt.
• Your administrator must have enabled scheduled prompts in the Space.

Steps

1. In Ask Anything, open the Saved prompts menu and pick the prompt you want to schedule.
2. Open the prompt's Schedule action.
3. Pick a Frequency:
   • Daily — every day at 9:00 AM in your timezone
   • Weekly — every Monday at 9:00 AM
   • Monthly — the 1st of every month at 9:00 AM
4. Choose your Timezone so the run fires at the right local time.
5. Toggle Email results on if you want the reply delivered to your inbox. If you leave it off, runs still happen — you just read them in the chat history.
6. Click Create schedule.

What happens next

• At the scheduled time, Hub opens a new conversation with the same agent and sends your saved prompt.
• The reply is stored in the conversation just like any normal chat message.
• If Email results is on, you get an email with a link to the full conversation.
• Every run shows up as its own conversation in the left-hand list in chat.

Changing or removing the schedule

Open the schedule action on the same saved prompt. Change the frequency, timezone, or email setting and click Update schedule. To stop it entirely, click Remove schedule — the saved prompt itself stays put.

Related

• Scheduled Prompts — feature overview
• Saving and Reusing a Prompt
• Ask Anything
• Agents
• Notifications