Documentation

Overview

With Schedule Chats, you can turn any conversation with the AI Agent into a recurring report. The Agent will re-run the query on live data and email you the results at the frequency you define.

This transforms one-off analyses into automated reporting flows — no need to repeat requests manually.

How to Use

When scheduling a chat, you’ll be asked to define:

• Email recipient: Choose which address will receive the report.
• Frequency: One-time, daily, weekly, or monthly delivery.
• Timing: Set the exact delivery time (with time zone).

Examples:

• “Send this Google Ads report to my email every Monday at 9 AM.”
• “Schedule a one-time performance summary for tomorrow morning.”
• “Deliver a monthly cost breakdown to finance@company.com on the 1st of each month.”
• “Email the leadership team a cross-channel report every Friday at 5 PM PST.”

Schedule Types

You can schedule reports in several formats and frequencies:

• One-time reports: Perfect for ad-hoc requests or executive briefings.
• Daily reports: Get updated spend, ROI, or KPI tracking every morning.
• Weekly reports: Standard performance digests for campaigns, clients, or leadership.
• Monthly reports: Strategic summaries with trends, pacing, and comparisons vs. previous month.

Each report type can include campaign metrics, channel breakdowns, anomalies, and AI-generated insights based on your data.

Manage Scheduled Chats

To update or delete a scheduled report, simply ask the Agent in the same chat — just like when you first created it.

• “Change the delivery time to 3 PM PST.”
• “Switch this from weekly to daily.”
• “Delete this scheduled report.”

The Agent will confirm the update or removal instantly.

Use Cases

Automated Performance Reports

Keep your inbox updated with recurring reports on campaign health.

Examples:

• Weekly Google Ads performance report (impressions, clicks, cost, CTR).
• Daily Meta campaign spend and ROI summary.
• Monthly cross-channel performance overview for executives.
• Weekly anomaly detection report highlighting unusual spend or CTR drops.

Client Reporting

Automate client-facing reporting with branded, AI-generated reports.

Examples:

• Weekly performance report emailed directly to client stakeholders.
• Monthly ROI and CPA breakdown with campaign-level insights.
• Scheduled competitive benchmarking report delivered at the start of each quarter.
• Weekly “Top Wins & Risks” email summarizing key account changes.

Where to Find Scheduled Chats

Scheduled reports live in the sidebar under Chats → Scheduled Chats.

From there you can:

• View all active schedules
• Edit frequency or time zone
• Pause or delete schedules

Conclusion

Schedule Chats turns one-time analysis into ongoing intelligence. By making chats recurring, you ensure your team and clients always have the latest performance data, insights, and context — delivered automatically to the right inbox.