Schedule Jobs with Percy and Choose Its Mode
Have Percy run a job on its own every week or once at a set time, choose whether it plans, asks or applies changes (Plan, Ask or Auto), and teach it facts to remember.
Percy, the assistant in the Ask Percy panel on the web and in the staff app, can do a job for you on a schedule: send you last week's numbers every Monday, check tomorrow's cancellations at 8 AM, or review the menu once at the start of the month. It always works with your own permissions.
Pick a mode: Plan, Ask or AutoCopy a link to this section
Under the message box, next to the model, the mode button decides what Percy does with the changes it prepares. Your choice is remembered on that device.
- Plan: Percy only plans. Every change goes into one plan card, and nothing changes until you press Approve All (press Review Changes first to see every change before and after). Percy cannot set up scheduled jobs in Plan.
- Ask (the default): changes wait for you. A single change shows Confirm and Cancel; a plan shows Approve All.
- Auto: Percy applies its plan itself, within the plan's credit limit, without waiting. The plan card shows the changes as they are made, with Stop and Undo. Deletes, refunds and charges, and anything sent to clients still wait for your own Confirm, even in Auto.
The plan card always shows the mode it was prepared in. Whatever the mode, Percy can only do what your role lets you do in the dashboard, and every change is recorded in the audit log under your name (in Auto, as applied automatically).
Auto is a business setting. An owner or manager who can edit the business settings can turn it off: Settings > Features > AI Models > Allow Percy Auto Mode. It is on by default. When it is off, Auto cannot be picked, and scheduled jobs set to Auto run in Ask until it is turned back on.
Ask Percy to schedule a jobCopy a link to this section
Write what you want and when: "Every Monday at 9 send me last week's sales and appointments compared with the week before", or "Tomorrow at 8 AM tell me who canceled for tomorrow".
You can also type /schedule followed by what to do and when, at the start of the message box.
Percy shows the job on a card: its name, what it will do each time, when it runs, the most one run may spend, whose credits pay (the business credits, or your own when you cannot use them) and its mode. Press Confirm to set it up.
Each run answers in its own conversation in your history, and you get a notification:
- in Ask, anything it would change waits in that conversation for your approval;
- in Auto, it applies its plan within the run's credit limit, and only deletes, money and messages to clients wait;
- in Plan, it only reports what it would do.
Runs start within a few minutes after the time you chose.
Manage your schedulesCopy a link to this section
Open Ask Percy and press the Schedules button (the calendar with a clock) at the top of the panel. For each job you see when it runs, its mode, and when it ran last and runs next.
- Pause and Resume stop it and start it again.
- Edit changes its name, what it does, when it runs, its credit limit, who pays and its mode.
- Open Conversation shows what its runs answered.
- Delete Schedule stops it for good; its conversation stays in your history.
A job pauses on its own, and tells you why, when the credits it is charged to run out, when you no longer have access to Percy (or to those credits) at the business, or when the AI assistant is switched off. Fix the cause, then press Resume.
Teach Percy facts to rememberCopy a link to this section
Tell Percy "remember that we close at 6 PM on Sundays" and it saves the fact; you see a Remember line in the chat. Typing /remember we close at 6 PM on Sundays saves it straight to your own memory. It reads its facts in every later chat. It only saves what you tell it yourself: if it looked something up in the same answer, it asks you to say it again in a new message.
Press the Memory button (the brain) at the top of the panel to see every fact, who saved it and when, and to add, edit or forget one. A fact is yours alone by default; owners and managers can also save facts for the Whole Team. Memory is about how the business works: card numbers, IDs, phone numbers and email addresses are never kept.