diff --git a/guides/ai-agents.mdx b/guides/ai-agents.mdx index c538085f..3ae911ff 100644 --- a/guides/ai-agents.mdx +++ b/guides/ai-agents.mdx @@ -67,6 +67,7 @@ This guide covers everything you need to know about AI agents in Lightdash: - **AI Router** - Automatically send each question to the best-fit agent, so users don't have to pick one first - **Automatic visualizations** - Get charts, tables, and dashboards generated based on your questions - **Slack integration** - Collaborate with your team directly in Slack channels +- **[Recurring deliveries from a conversation](/guides/ai-agents/using-ai-agents#schedule-a-recurring-delivery-from-a-conversation)** - Turn an agent conversation into a [scheduled delivery](/guides/how-to-create-scheduled-deliveries) that re-runs the agent on your chosen frequency and sends the refreshed chart plus an AI-written summary to Slack, email, or Microsoft Teams - **Memory and learning** - Agents remember corrections and improve over time - **[Reviews (Beta)](/guides/ai-agents/reviews)** - Lightdash scans agent turns for likely-wrong answers and proposes one-click fixes to your semantic layer or [project context](/guides/ai-agents/reviews#the-lightdashproject_contextyml-file), so admins can improve agents at the source - **Knowledge documents** - Upload glossaries, metric definitions, and business context for your agent to consult diff --git a/guides/how-to-create-scheduled-deliveries.mdx b/guides/how-to-create-scheduled-deliveries.mdx index 51e291c1..37dc3171 100644 --- a/guides/how-to-create-scheduled-deliveries.mdx +++ b/guides/how-to-create-scheduled-deliveries.mdx @@ -35,6 +35,10 @@ Note that the interactive viewer role can only create and edit their _own_ sched + + **Starting from an AI agent conversation?** You can [schedule a recurring delivery directly from an agent conversation](/guides/ai-agents/using-ai-agents#schedule-a-recurring-delivery-from-a-conversation) — Lightdash re-runs the agent on your chosen frequency and sends the refreshed chart, plus an AI-written summary, to Slack, email, or Microsoft Teams. The form opens pre-filled from the conversation, so you get the same style of answer on a schedule without rebuilding anything. + + To create a scheduled delivery, click on the three-dot menu in the top-right corner of your chart or dashboard, then click on `scheduled deliveries`.