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How to get a daily report from an agent

  1. 1
    Say it in your words

    In any Genaya AI chat, or in the composer on Genaya AI > Agents, write what the report should say and when: "every Monday email me last week's leads by source", "let me know when a new review comes in", "every morning tell me who did not pay". Words like send me, email me, tell me and let me know make it a report to you.

  2. 2
    Check the card

    The card says when it runs, that it sends you its report after every run in your Genaya notifications and by email, and that it never texts or emails your customers. When you asked for a text, it also says which number the texts come from, or why they have not started yet. There is no message wording to approve - press the button to turn it on.

  3. 3
    Read the report

    After every run the report lands in your notifications (the bell, on the web and on the phone) and in your email inbox, from Genaya AI. The whole run stays on the agent's page, and Run now there sends a report right away.

  4. 4
    Talk to the agent on its page

    On the agent's page, chat with it: "send me the summary now", "what did you find yesterday", "also break it down by team member". It answers as that agent, and it changes its own job when you ask.

infoWho gets it: the members under Tell in the agent's settings - you by default. Add a teammate there and they get the same report. Muting "Genaya AI agent report" under Settings > Notifications stops the bell, the email and the text.

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