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How do I schedule recurring queries in Ask Calculus AI?

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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
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