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Bulk Scheduling is a feature available to Team Plus users on the Relevance AI platform. This functionality allows you to set up and schedule multiple tasks for your agent to run automatically.

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How to access bulk scheduling

  1. Navigate to your agent’s interface.
  2. Click on the Run tab.
  3. Look for the dropdown menu next to the + New Task button.
  4. Select Schedule in bulk from the options.

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Setting up a batch schedule

When setting up a batch schedule, you’ll need to:
  1. Select a spreadsheet or knowledge table that contains the data you want your agent to process.
  2. Enter a message template for your agent to use. This should include your data’s column names, which are automatically added as variables accessible using double curly braces: {{variable_name}}.
  3. Queue working hours for the batch schedule as desired to ensure that tasks are being run at the appropriate time.

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Using the agent message template

The Agent Message template is where you define how your agent should interact with each entry in your knowledge table. This is done using a templating system that allows you to dynamically insert values from your table into the agent’s instructions. Key points:
  • Double Brace Syntax: to insert values from your table, use double braces around the column name.
  • Column Names: you can use any column from your selected knowledge table.
  • Example Usage: if you have a column named “company” in your table, you could create a template like this: “Please analyze the performance of {{company}} based on the provided data.”

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Using the working hours

A key feature of bulk scheduling is the ability to queue working hours, which allows you to fine-tune how and when tasks are distributed. This ensures that your automated workflows align perfectly with your team’s schedule and work patterns. Key components:
  • Timezone: Select your preferred timezone to ensure tasks are scheduled according to your local time, for example: Australia - Sydney.
  • Work Days: Specify which days of the week tasks should be scheduled.
  • Work Hours: Set the time range during which tasks should be executed. You also have the option to select “All day” for 24/7 task execution.
  • Task Distribution: Define the number of tasks to be sent per interval. For example, set a specific number of tasks per day. The actual number of tasks your agent can execute may vary due to factors like conflicting contract conditions and rate limiting.
  • Override Mode: This give you the option to run all created tasks in override mode, which can be useful for testing or when you need to maintain specific inputs/outputs across all tasks.

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Best practices for working hours

  • Align with team availability: Set work days and hours that match your team’s actual working schedule to ensure timely handling of task outputs.
  • Consider task complexity: Adjust the number of tasks per interval based on the complexity of each task and your team’s capacity.
  • Start conservative: Begin with a lower number of tasks per interval and gradually increase as you assess your team’s capacity and the agent’s performance.
In summary Once you’ve configured the desired working hours, hit Schedule. You can check the statuses of bulk schedules you have set up by navigating to the Run tab in the agent builder and clicking Agent queue in the task list view on the left.
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