Enabling scheduling for agents

Before you begin

Before you enable scheduling, ensure that:

• You have builder or administrator permissions.
• Any agentic workflows that you want to schedule are also configured to allow scheduling.

Enabling scheduling

Scheduling is disabled by default for all agents. Complete the following steps to enable scheduling:

1. Go to the agent configuration page.
2. Set Enable scheduling to On.
3. Test the schedule by using the Agent preview chat. Consider the following:
   • If you have a recurring schedule, only two occurrences show in the preview chat. To test more than two, deploy and run in the live chat.
   • The scheduled tasks and workflows show in your current preview chat session. If you reload the preview chat or leave this page, you lose that session and can't access messages or forms that are produced by the scheduled tasks and workflows.
4. Click Deploy to publish the updates to the live agent.

After you enable scheduling, see Scheduling tasks to learn how users can create and manage schedules.

Scheduling scope and behavior

Enable scheduling on the top-level agent that users interact with directly. This setting does not propagate to collaborator agents.

Each collaborator agent must have scheduling explicitly enabled to allow users to schedule workflows when they interact with that agent directly.

The following behavior applies:

• Users can schedule tasks when interacting with a top-level agent that has scheduling enabled, even if the workflows invoke collaborator agents without scheduling enabled.
• Users cannot schedule tasks when interacting directly with a collaborator agent unless scheduling is enabled on that collaborator.
• Users can schedule only agents and workflows they have permission to access.
• Scheduled runs execute with the permissions of the user who creates the schedule.