Schedule Tab
The Schedule tab in the right panel shows all your scheduled workflows. View, manage, and monitor recurring tasks, one-time runs, and rate-based automation.
What You See
Each schedule displays:
- Name / description -- What the workflow does
- Type -- Cron (recurring), rate (interval), or one-time
- Next run -- When it will execute next
- Status -- Active, paused, or last run result
- History -- Past executions and outcomes
Schedule Types
| Type | Example |
|---|---|
| Cron | Every weekday at 9am, first of month at 10am |
| Rate | Every 30 minutes, every 2 hours, daily |
| One-time | Tomorrow at 3pm, in 2 hours |
Creating Schedules
You can create schedules by:
- Chat -- "Every Monday at 9am, send a summary of last week's leads to Slack"
- Schedule tab -- Click Add Schedule and configure
- Agent -- Ask the Scheduler Agent to set up a workflow
How Schedules Use the Triumvirate
Scheduled workflows can trigger actions across Email, Chat, and Voice. A schedule might send a follow-up email, place an outbound call, or send a WhatsApp message -- all using the same contact data and agent logic. The Schedule tab shows when these cross-channel sequences are set to run.
Related
- Scheduling -- Full scheduling capabilities
- Setting Up Workflows -- Workflow design
- Dashboard Overview