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An automation is an instruction the ChatFeatured agent runs on a schedule, with nobody in the chat: a weekly performance report, a competitor review every Thursday, a monthly content summary. Each run writes a report and delivers it to the people you pick. Find them under Automations in the sidebar. Automations lists what you’ve set up, and Runs shows every run and its result. Automations need an active or trialing plan. Viewers can see them but not edit them.

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Create an automation

1

Open the form

Click Add automation at the top of the Automations page.
2

Pick a template, or start blank

Start from a template fills in the name, instructions and schedule. Edit any of them afterwards.
3

Name it and write the instructions

Name is how the automation appears in lists. AI Agent Instructions is what the agent does on every run. Write it as a complete brief, because nobody is there to answer follow-up questions.
4

Set the schedule

Choose a Schedule Cadence and a time. See Schedule options.
5

Choose who gets the results

Turn on Notifications and pick channels and recipients. See Delivery and recipients.
6

Save

Click Create automation. Turn off the Active switch at the top of the form to pause an automation without deleting it.
You can also ask the agent in chat, for example “every Friday at 9am, send me a competitor review”, and it creates the automation for you.

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Templates

Monthly article generation approves an article on every run, which uses one article credit.

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Schedule options

  • Daily: every day at the time you set.
  • Weekly: a day of the week and a time.
  • Monthly: a day of the month from 1 to 28, and a time.
  • Custom: a cron expression, such as 0 9 * * 1 for Mondays at 9:00.
Times are in your browser’s timezone, which the form shows below the schedule.

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Delivery and recipients

Turn on Notifications to deliver each run’s results. You can use one or both channels:
  • Send results via email: each recipient gets the report by email, and can reply to continue the conversation with the agent.
  • Notify in the dashboard: adds each result to the bell menu, linked to the run.
Under Who hears about it, tick the teammates who should get results. Email needs at least one recipient. To email someone outside the workspace, such as a client, their address has to be on the workspace’s approved list under Outside the workspace. Owners and Admins can add one there with Add.

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Run now, edit and delete

Each automation card shows when it last ran, the result, and a Last run summary.
  • Run now runs the automation immediately. The regular schedule isn’t affected.
  • Edit reopens the form. Click Save changes when you’re done.
  • Delete automation (the trash icon in the form) stops its scheduled runs and removes its run history. This can’t be undone.

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Runs

Automations > Runs lists every run, filterable by status, date and automation. Open a run to read its full report. Open full report in chat opens the run’s conversation in the agent, where you can ask follow-up questions.