AI & automations3 min read

Schedule Assistant reports and reminders

Choose a source, period, timezone and delivery channel before approval.

Updated: October 17, 2026العربية

Create a schedule

Tell the Assistant the source, period, local time and timezone. Example: “Send me a conversations and complaints report every day at 12 PM on WhatsApp.” The Assistant uses your workspace timezone unless you choose another.
Choose dashboard only or dashboard plus WhatsApp when asked. Pairing alone does not opt you in.
Review the exact period and schedule. A daily morning report normally covers the previous completed local day.
Approve and confirm a saved schedule with its next run. A task or handoff alone is not an active schedule.
Open AI → Scheduled to check saved status, recurrence, next run, timezone and delivery, or select Stop schedule. These schedules are separate from customer appointments. A saved schedule does not prove its first run or WhatsApp delivery.

Reports remain in the originating dashboard chat. If you explicitly choose WhatsApp delivery, the sent copy also appears in your private Inbox → Assistant · WhatsApp history. Ordinary web chats stay off Inbox and WhatsApp.
Ask “Report my current open Inbox task count every day at 8 AM.” Task counts read all permitted Inbox tasks and exclude completed/closed cases. Assistant chats and execution runs are not customer tasks. This is a snapshot at report time, not the number opened yesterday. Inbox access is required; a failed read is unavailable, not zero.
Conversation reports include period conversation/message totals and likely complaints identified from available customer text, with message references. Private Assistant chats are excluded. Attachments and missing/shortened text are disclosed; complaint findings need review and do not prove resolution.
CRM reports include current deal counts, estimated values/stages and new contacts for the period.
Deal values are not paid sales or profit. Check currency, period, freshness and missing coverage.
Store sales need the connected store source.
Ask for contact/tag statistics directly for a current snapshot. Counts cover permitted records, not only the first search page; overlapping tags do not represent distinct people or historical trends. Failures are not shown as zero.

Uses concise plain-text bullets to your verified paired number.
Quiet hours: 22:00–08:00.
Within 24 hours of your latest WhatsApp message, details can be sent directly.
Outside that window, an approved operational notice asks you to reply first. The template itself does not open the reply window; opening a dashboard link or reading the notice does not count as a reply.
Meta and messaging-provider fees are separate. Free-form messaging may still have provider charges; check the applicable rates before opting in.
If no suitable notice is approved, details remain queued and the dashboard report stays available.

A report approval does not authorize customer messages or business changes.

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