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Scheduling Agents from Catalog

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Overview

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User Flow

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Creating a Schedule

1. User navigates to the desired Agent from catalog or opens an Agent to chat
2. Clicks “Schedule Agent”
3. The Schedule Agent modal opens with the following fields:
   • Schedule Name (optional, 3+ chars if provided) - used to distinguish multiple schedules
   • Start Date (required for one-time) - date picker, past dates disabled
   • Start Time (required) - 15-minute intervals, 24-hour format
   • Recurrence - None (one-time), Daily, Weekly, or Monthly
   • User Input (required, 3+ chars, max 4000) - the prompt sent to the agent on each run
4. User clicks “Save”
5. Schedule is created immediately

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Viewing Schedules

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Editing a Schedule

1. User clicks a schedule from the list
2. Dialog opens in view-only mode
3. User clicks “Edit” to enable editing
4. User modifies fields (same validations apply)
5. User clicks “Save” - the existing job is cancelled and a new one is published

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Deleting a Schedule

1. User clicks “Delete” in the schedule details dialog
2. Confirmation dialog appears
3. On confirm, the scheduled job is cancelled and the record is deleted

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Schedule Types

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Admin Capabilities

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Finding Agents with Schedules

1. Navigate to the Agents page (/agents/all)
2. A “Scheduled” column appears in the agents table showing a calendar badge for any agent that has user schedules
3. Admins can also use the header filter on the Scheduled column to quickly filter down to only agents with active schedules

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Managing User Schedules

1. Click the calendar badge on an agent row — this opens the Agent Settings dialog directly to the Interfaces tab with the schedule management view
2. The schedule management view displays a table of all user schedules for that agent, showing:
   • Owner name — the user who created the schedule
   • Agent action — the prompt/instructions the user configured
   • Status — Active or Paused
3. Use the search bar to filter schedules by username, email, or prompt content

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Pausing a Schedule

1. Click the actions menu (three dots) on a schedule row and select Pause, or select multiple schedules using the checkboxes and click the Pause bulk action button
2. A confirmation dialog appears — click Pause to confirm
3. The schedule is paused and the owner receives a notification

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Resuming a Schedule

1. Click the actions menu on a paused schedule row and select Resume
2. The schedule resumes immediately — no confirmation required

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Deleting a Schedule

1. Click the actions menu on a schedule row and select Delete, or select multiple schedules and click the Delete bulk action button
2. A confirmation dialog appears — click Delete to confirm
3. The schedule is removed and the owner receives a notification

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Notifications

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Enabling or Disabling Scheduling

1. Navigate to Settings > Account (/settings/account)
2. Find the Permissions section, which displays a grid of permission cards
3. Click the End User Scheduling card (shown with a calendar icon)
4. A modal opens with the following options:
   • Allow all users — toggle this on to enable scheduling for everyone
   • Specific users or groups — toggle off “Allow all users” and then select individual users or groups who should have access
   • To completely disable scheduling, toggle off “Allow all users” and leave the user/group selection empty
5. Click Save to apply the changes

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Audit Logs