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Task Automation

ChatBotKit's Task Automation app transforms your AI agents into autonomous workers that execute scheduled tasks without manual intervention. Whether you need daily reports, periodic data processing, or routine customer outreach, Task Automation enables you to configure AI-driven workflows that run exactly when you need them.

With Task Automation, you can assign specific bots to handle recurring responsibilities on customizable schedules, from hourly checks to monthly operations. Your AI agents work in the background, completing tasks while you focus on strategic priorities, ensuring consistent execution without the need for constant oversight.

Key Capabilities

Task Automation provides comprehensive scheduling and management features that put your AI to work automatically:

Flexible Scheduling Options

Configure tasks to run on your timeline with multiple schedule presets:

  • Hourly execution for frequent monitoring and updates
  • Daily tasks for regular processing and reporting
  • Weekly operations for periodic reviews and summaries
  • Monthly workflows for long-term analysis and planning
  • Custom scheduling to match your specific business needs

Bot Assignment and Configuration

  • Assign specialized bots to specific automated tasks based on their capabilities
  • Configure task parameters including descriptions and execution contexts
  • Manage multiple tasks simultaneously, each with its own bot and schedule
  • Toggle tasks on and off without deleting configurations

Visual Task Management

  • Intuitive interface for creating, editing, and monitoring automated tasks
  • Clear visibility into task status, schedule, and assigned bots
  • Quick actions for enabling, disabling, or modifying tasks
  • Task organization with descriptions and visual indicators

Real-World Use Cases

Task Automation empowers businesses to maintain consistent AI operations across various scenarios:

Automated Reporting and Analytics

Schedule your analytics bot to generate and deliver daily performance reports to your team. The bot processes data, identifies trends, and sends summaries every morning, ensuring stakeholders stay informed without manual report generation.

Periodic Data Processing

Set up weekly data cleaning and organization tasks where your AI bot reviews datasets, identifies inconsistencies, updates records, and maintains data quality across your systems automatically.

Scheduled Customer Outreach

Configure monthly customer engagement campaigns where your AI bot reaches out to inactive users, sends personalized re-engagement messages, or follows up on pending issues based on your customer database.

Routine Monitoring and Alerts

Implement hourly system checks where your monitoring bot reviews operational metrics, detects anomalies, and sends alerts when thresholds are exceeded, providing continuous oversight of critical systems.

Content Maintenance

Schedule weekly content audits where your bot reviews website content, checks for outdated information, suggests updates, and maintains your knowledge base accuracy over time.

How It Works

Setting up automated tasks is straightforward and intuitive:

  1. Create a New Task: Define the task name and description to clarify its purpose
  2. Select Your Bot: Choose which AI agent will handle the automated work
  3. Set the Schedule: Pick from preset intervals or configure custom timing
  4. Activate the Task: Enable the task to begin automated execution
  5. Monitor and Adjust: Review task performance and modify settings as needed

Tasks run reliably according to their schedules, with your assigned bot executing the work autonomously. You can manage all your automated tasks from a centralized dashboard, toggling them on or off as business needs change.

Integration with Blueprints

Task Automation seamlessly integrates with ChatBotKit's Blueprint system, allowing you to:

  • Use blueprint-configured bots with pre-defined datasets and skillsets
  • Leverage complex multi-component AI systems in automated workflows
  • Maintain consistent bot behavior across scheduled and interactive uses
  • Scale automation by reusing proven blueprint configurations

Getting Started with Task Automation

Ready to put your AI agents to work around the clock? Access the Task app from your ChatBotKit dashboard to begin automating workflows:

  1. Navigate to the Task app in your ChatBotKit platform
  2. Create your first automated task by defining what needs to be done
  3. Assign a capable bot that can handle the work effectively
  4. Set an appropriate schedule that matches your operational needs
  5. Enable the task and let your AI handle the rest

Task Automation transforms reactive AI into proactive automation, ensuring critical workflows execute consistently without manual intervention. From routine reporting to complex data operations, your AI agents work tirelessly in the background, delivering results on schedule every time.