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Scheduled Reminders

View and manage scheduled reminders created by agents for follow-ups, timeouts, and long-running task resumption.

Overview​

Scheduled reminders are actions that agents schedule to happen at a future time. They enable agents to:

  • Set follow-up reminders for pending tasks
  • Resume long-running work after a pause
  • Check on responses after a specified interval
  • Escalate issues if not resolved within a timeframe

Accessing Scheduled Reminders​

Navigate to Manage > Data & Logs > Reminders to view the reminders list.

Understanding Reminders​

Reminder Status​

Reminders progress through different statuses:

StatusDescriptionColor
PendingWaiting to be triggered at scheduled timeBlue
TriggeredCurrently being processedYellow
CompletedSuccessfully executedGreen
CancelledManually cancelled before executionGray

Reminder Types​

TypeDescription
timeoutAutomatic resume after execution timeout
reminderGeneral follow-up reminder
follow_upCheck on a previous action
checkStatus verification

Action Types​

When triggered, reminders can perform different actions:

ActionDescription
send_emailSend an email to specified recipients
notifyCreate a notification in the system
check_responseCheck if a response was received
escalateEscalate to human review
execute_agentRe-trigger an agent execution
continue_executionResume a paused long-running task

Viewing Reminders​

Filter by Status​

Use the status tabs to filter reminders:

  • Pending - Reminders waiting to execute
  • Triggered - Currently processing
  • Completed - Successfully finished
  • Cancelled - Manually stopped

Filter by Type​

Use the dropdown filters to narrow results:

  • Reminder Type - Filter by timeout, reminder, follow_up, or check
  • Action Type - Filter by the action to be performed

Search for reminders by:

  • Title
  • Context text
  • Related email subject

Reminder Details​

Each reminder shows:

FieldDescription
TitleBrief description of the reminder
TypeReminder category (timeout, reminder, etc.)
ActionWhat happens when triggered
Scheduled ForWhen the reminder will execute
CreatedWhen the reminder was set
AgentWhich agent created the reminder
ContextAdditional details about the reminder

Managing Reminders​

Creating a Reminder​

Administrators can manually create reminders:

  1. Click Create Reminder
  2. Fill in the reminder details:
    • Title - Brief description
    • Scheduled Time - When to trigger
    • Reminder Type - Category
    • Action Type - What to do
    • Action Payload - Parameters for the action (JSON)
  3. Click Save

Note: Most reminders are created automatically by agents. Manual creation is typically for testing or special administrative needs.

Editing a Reminder​

Only pending reminders can be edited:

  1. Click the edit icon next to a reminder
  2. Modify the details
  3. Click Save

Cancelling a Reminder​

To prevent a reminder from executing:

  1. Click the cancel icon next to a pending reminder
  2. Confirm the cancellation

Cancelled reminders are moved to the Cancelled tab for reference.

Long-Running Task Reminders​

When agents use the long-running tasks feature, special reminders are created automatically:

Timeout Continuation​

When an agent execution times out:

  1. The agent's state is saved as a checkpoint
  2. A timeout reminder with continue_execution action is created
  3. After the configured resume interval, execution resumes

Scheduled Pause​

When an agent uses pause_and_schedule_resume:

  1. Current progress is saved
  2. A reminder is created for the specified resume time
  3. The agent resumes with full context when triggered

Viewing Long-Running Task Status​

To track long-running tasks:

  1. Filter by Action Type: continue_execution
  2. Check the scheduled time to see when tasks will resume
  3. Review the context field for agent's notes about progress

Common Tasks​

Finding Overdue Reminders​

  1. Go to the Pending tab
  2. Sort by "Scheduled For" ascending
  3. Look for times in the past - these may be stuck

Investigating Failed Reminders​

If a reminder shows as triggered but never completed:

  1. Check the execution logs for errors
  2. Verify the agent is still active
  3. Ensure the mailbox subscription is valid

Cleaning Up Old Reminders​

Completed and cancelled reminders are retained for auditing. The system automatically purges old reminders after 30 days.

Best Practices​

For Administrators​

  1. Monitor pending reminders - Check regularly for stuck or overdue reminders
  2. Review failed actions - Investigate reminders that trigger but don't complete
  3. Use cancellation sparingly - Cancelling may leave tasks incomplete

For Agent Instructions​

When writing agent instructions that use reminders:

## Follow-up Guidelines
- Set reminders for reasonable intervals (not too frequent)
- Include context about what you're waiting for
- Cancel reminders if the issue resolves earlier
- Escalate if multiple follow-ups don't get a response

Troubleshooting​

Reminder Not Triggering​

Symptoms: Reminder past due time but still in Pending status

Solutions:

  1. Check if the reminder processor timer is running
  2. Verify there are no system-wide errors
  3. Contact system administrator if the issue persists

Reminder Triggered But Action Failed​

Symptoms: Reminder shows Triggered or Completed but action didn't happen

Solutions:

  1. Check execution logs for the time the reminder triggered
  2. Verify the action payload is valid JSON
  3. For email actions, verify email configuration is correct
  4. For agent execution, verify the agent is active

Too Many Reminders​

Symptoms: Large number of pending reminders accumulating

Solutions:

  1. Review agent instructions - they may be creating too many reminders
  2. Check for agents stuck in loops
  3. Consider adjusting max sessions for long-running tasks