How do I schedule recurring queries in Ask Calculus AI?

You can schedule up to 5 recurring queries in Ask Calculus AI to automatically fetch data at regular intervals.
Example: A sales manager wants to track new leads daily. Instead of manually checking, they can schedule a recurring query to fetch the data automatically and display it in the Ask Calculus AI widget.
Follow these steps to set up recurring queries:

1. Log in to the CRM.
2. Click the Ask Calculus AI icon. The Ask Calculus AI window opens.
3. Click AI Alerts. 
4. Click the Configure button. A Set Routine Message window opens.
5. Enter or select the following information to schedule Recurring Queries:
   1. Question: Enter the question you want to schedule (e.g., How many Leads were created yesterday?).
   2. Repeat: Select the Repeat Frequency and select the date and time based on the frequency you select. 
      1. Monthly
      2. Weekly
      3. Daily
      4. Every 5/15/30 minutes
6. Click New Question to add a new schedule for Recurring Queries. 
7. Click Delete to delete the added schedule Recurring Queries. 
8. Click Save.