> ## Documentation Index
> Fetch the complete documentation index at: https://unify-19-preview.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled chats

> Run recurring research and reviews automatically.

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## Overview

Scheduled chats run a saved prompt on an interval or calendar schedule. Use
them for work you repeat, such as reviewing target accounts each morning or
preparing a weekly pipeline summary.

Each run starts a new conversation. You can open its result, ask follow-up
questions, and change the saved prompt for future runs.

## Create a scheduled chat

<Steps>
  <Step title="Describe the recurring task">
    Open **Scheduled chats** from the chat history and click **Create new**.
    Describe the task and when it should run.

    For example:

    > Every Monday at 9 AM Pacific time, review my Outbound planning accounts
    > list. Summarize each company's saved name, domain, headcount, and owner
    > in a table, ordered by headcount. Report any missing values.

    Include the accounts or list to use, the information to check, and the
    result you expect. Each scheduled run needs enough context in the saved
    prompt to complete the task on its own.
  </Step>

  <Step title="Review the proposal">
    Chat presents the name, prompt, and schedule for review. Check that the
    prompt contains the actual recurring task and that the schedule has the
    intended time and timezone.

    Ask for any changes, then click **Add scheduled chat** to approve the
    proposal. Check the next run time in its confirmation.
  </Step>

  <Step title="Run it and inspect the result">
    In **Scheduled chats**, click **Run now** to try the saved prompt. Open
    the resulting conversation and review whether it returns the information
    you need.

    <ThemedImageFrame lightSrc="/images/reference/chat/scheduled-chat-result-light.png" darkSrc="/images/reference/chat/scheduled-chat-result-dark.png" alt="A completed scheduled review listing the three accounts by headcount with their owners and missing values." />

    If you need to adjust the prompt, open the scheduled chat's menu, choose
    **Edit**, and save your changes. The revised prompt applies to future runs.
  </Step>
</Steps>

## Set up a schedule manually

To enter the prompt and schedule yourself, open the arrow beside **Create new**
and choose **Create manually**. Give the scheduled chat a name, enter its prompt,
and choose its frequency:

| Frequency | Use it for |
| - | - |
| **On a timer** | Work that repeats every set number of hours or days. Hourly intervals must be at least 12 hours. |
| **At a set time** | Work that runs at a specific time on a daily, weekly, or monthly schedule. |

Use **Try it in chat** to test the prompt before saving. Review the result in
the new tab, return to the form to make any adjustments, and click **Create**
when the prompt and schedule are ready. The same controls are available when
you edit an existing scheduled chat.

<ThemedImageFrame lightSrc="/images/reference/chat/scheduled-chat-settings-light.png" darkSrc="/images/reference/chat/scheduled-chat-settings-dark.png" alt="A scheduled chat's saved prompt, weekly schedule, and previous run in the edit panel." />

## Review and manage runs

Open the scheduled chat to see **Previous runs**, including each run's status
and conversation. Read the response when a run returns incomplete work: it may
need more context in the saved prompt or access to a connected service.

Scheduled runs execute without an interactive conversation, so the prompt
should specify how to handle changing information. For example, tell a pipeline
review to report that there are no matching opportunities when the search is
empty. Add any recurring constraints, such as a territory or qualification
criteria, to the saved prompt.

Use the scheduled chat's menu to **Pause** future runs. Choose **Resume** when
you want it to run again, or **Delete** when you no longer need the schedule.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Why does Try it in chat not open a conversation?">
    Allow pop-ups for Unify, then try again. The test opens its result in a
    new browser tab so you can return to the schedule form.
  </Accordion>

  <Accordion title="How do I correct a recurring result?">
    Open a previous run and identify what was missing or incorrect. Edit the
    saved prompt to include the needed context, then use **Run now** to check
    the revised task. Follow-up messages in a completed run belong to that
    conversation; edit the schedule to change future runs.
  </Accordion>
</AccordionGroup>


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