Overview
By default, each scheduled run creates a conversation in your own chat history. You can instead attach a schedule to a project — or, in WebFX workspaces, to a client — so that every run is saved into that project and uses the project's instructions and context, just like a chat you start inside the project.
This is useful for recurring client work, such as a monthly performance summary or a weekly SEO check that should live alongside the rest of the client's work.
Requirements
A verified agent. Only agents verified by a workspace admin can be used with projects or clients. If you pick an unverified agent, the Project and Client fields are disabled with the message "Only verified agents can be used with projects or clients."
One client per schedule. A schedule can have at most one client. If you need the same task for several clients, create one schedule per client.
An active client project. A client schedule runs in that client's project, so the client must have an active project.
Attaching a Project
Create a new schedule, or open an existing one and click Edit.
Choose a verified agent.
In Project (optional), search for and select the project.
Save the schedule, then click Run Test to confirm the output.
Attaching a Client
Create a new schedule, or open an existing one and click Edit.
Choose a verified agent.
In Client (optional), click Add client and search by name or domain.
The client's project is selected for you automatically — a client and its project always go together.
Save the schedule, then click Run Test to confirm the output.
What Happens on Each Run
The run's conversation is saved in the project, so anyone with access to the project can find it there.
The project's instructions and context are applied on top of the agent's own instructions and your schedule prompt.
The schedule page shows the attached project under Configuration.
Tip: Keep client-specific details (goals, tone, rules) in the project instructions and keep the schedule prompt focused on the task. That way the same prompt works across several client schedules.
Common Issues
The Project or Client field is disabled
The selected agent isn't verified. Pick a verified agent, or ask a workspace owner or admin to verify the agent (Agent → Settings → Advanced → Admin Verified).
"Schedules run with one client and its project"
More than one client is selected. Remove the extra clients before saving.
"This client doesn't have an active project"
The client's project is missing or archived. Choose another client, or ask your team to set up or unarchive the client's project.