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21 changes: 21 additions & 0 deletions guides/ai-agents/using-ai-agents.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -126,6 +126,27 @@ In some cases, the chat input on an existing thread is disabled and you can't se

To start a new thread, open the agent and click **New thread**.

## Schedule a recurring delivery from a conversation

When an agent lands on an answer worth watching, you can turn that conversation into a recurring [scheduled delivery](/guides/how-to-create-scheduled-deliveries). Lightdash re-runs the agent on your chosen frequency and sends the refreshed chart, along with an AI-written summary, to Slack, email, or Microsoft Teams.

Open the `⋯` **Quick actions** menu on a saved chart the agent produced and choose **Schedule delivery**.

<Frame>
<img
alt="Schedule delivery quick action in an AI agent conversation"
className="block dark:hidden"
src="/images/guides/ai-agents/schedule-delivery-from-conversation_light.png"
/>
<img
alt="Schedule delivery quick action in an AI agent conversation"
className="hidden dark:block"
src="/images/guides/ai-agents/schedule-delivery-from-conversation_dark.png"
/>
</Frame>

This opens the scheduled delivery form pre-filled to run that conversation's agent over the chart, so you get the same style of answer, on a schedule, without rebuilding anything. See [AI-enhanced messages](/guides/how-to-create-scheduled-deliveries#ai-enhanced-messages) for how the generated message works.

## Example use cases

### Period-over-period comparisons
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37 changes: 37 additions & 0 deletions guides/how-to-create-scheduled-deliveries.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -108,6 +108,43 @@ Finally, you can customize the message that gets sent with your scheduled delive
![](/images/guides/how-to-create-scheduled-deliveries/scheduled-delivery-customization-bff8b45b37d11ead29b064e1bdf4e6b9.png)
</Frame>

The `Delivery message body` is the static message sent with every delivery. If you'd rather have Lightdash write the message from your data on each send, turn on [AI-enhanced messages](#ai-enhanced-messages) from the same tab.

## AI-enhanced messages

<Info>
AI-enhanced messages require the [AI agents](/guides/ai-agents) add-on, available for Cloud Pro and Enterprise plans. [View pricing](https://www.lightdash.com/pricing)
</Info>

Instead of sending the same static message every time, Lightdash can write the delivery message from your data on **every send** — summarizing the results and calling out notable changes or trends. This means the people receiving your delivery get the headline before they even open the attachment.

You'll find this on the `Customization` tab of any scheduled delivery, right above the `Delivery message body`.

<Frame>
<img
alt="AI-enhanced message toggle with Instructions and AI agent fields on the Customization tab"
className="block dark:hidden"
src="/images/guides/how-to-create-scheduled-deliveries/scheduled-delivery-ai-enhanced-message_light.png"
/>
<img
alt="AI-enhanced message toggle with Instructions and AI agent fields on the Customization tab"
className="hidden dark:block"
src="/images/guides/how-to-create-scheduled-deliveries/scheduled-delivery-ai-enhanced-message_dark.png"
/>
</Frame>

To turn it on:

1. Open the `Customization` tab of your scheduled delivery.
2. Toggle on **AI-enhanced message**.
3. Edit the **Instructions** to tell Lightdash what to focus on.

You can optionally pick an **AI agent** to write the message using that agent's tools, context, and knowledge instead of a plain summary.

<Info>
The static **Delivery message body** you write acts as a fallback. If AI generation fails on a given send, Lightdash still delivers your chart or dashboard with that message instead of failing the delivery — so a bad AI run never blocks your report.
</Info>

## Editing and deleting your scheduled deliveries

To edit a scheduled delivery, click on the pencil-icon next to the scheduled delivery you want to edit. This will bring you back to the configuration screen for your scheduled delivery, where you can make any changes you'd like. In case you want to delete a scheduled delivery, click on the trash-icon next to the scheduled delivery you want to delete.
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