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Automate an agent

Automate an agent to ask it the same questions on a schedule and send the answers to people or channels. This works like automating a chat, but the automation is set to the agent you start from.

Steps​

  1. Open the automation panel in one of these ways:
    • On the agent details page, open the Actions menu and select Automate.
    • In the agent editor, select Automate.
  2. The Automate this chat panel opens. Target Mode is set to Agent Chat and Agent shows your agent. You can't change either.
  3. In Automation Name, enter a name.
  4. In Frequency, select Daily, Weekly or Monthly.
  5. Set Time. For a weekly automation, pick the Days. For a monthly one, pick the Date.
  6. Under Questions, enter a question and select Add. Repeat for each question.
  7. Optional: under Communication Emails, enter an email address and select Add. Repeat for each person.
  8. Optional: add your Google Chat, Slack or Teams webhook to post the answers there.
  9. Make sure Enabled is on.
  10. Select Create automation.

The automation uses the agent's own connectors, so there is no MCP Servers picker for an agent automation.

What happens next​

The message Automation "name" created. appears. The automation is listed on the agent's Automations tab on the agent details page, and under Automations on the Agent Chat rail.

Troubleshooting​

  • This question is already in the list. each question can be added once.
  • Enter a valid email address. check the address.
  • This email is already in the list. each address can be added once.