Automation

Automation saves an agent’s execution instructions as a rule triggered by time, an external API, or an event. Open Automation in the sidebar to access rules, run history, and today’s trigger stream.

• When to use automation

• Create scheduled, API, and event tasks

• Turn a conversation into automation requirements

• Manage rules and run history

• View today’s trigger stream

• Check results and troubleshoot

Last updated on Sep 15, 2026