Compass now supports recurring tasks in the Insights module, giving supervisors and operations teams the ability to turn any question into a scheduled report that runs automatically.
From the Insights chat, describe what you want to track and tell Compass to run it on a schedule. For example: “Every Monday at 8am, give me a breakdown of escalation calls by agent from last week” or “Run a daily summary of compliance signal misses across my team.”
Compass handles the rest. On each scheduled run, it queries your project’s interaction data, compares the results against the previous run to detect trends and changes, generates a full report, and delivers a summary to your inbox. The complete report is always available in the Insights dashboard.
Until now, getting a recurring view of quality trends, compliance patterns, or team performance meant either building custom reports in a BI tool or remembering to ask the same questions manually every week. Tasks removes that friction entirely.
Supervisors can set up their own recurring intelligence in natural language — no SQL, no analyst dependency, no data team backlog. The reports are context-aware, respecting the same role-based access as the rest of the platform, so each user sees the data relevant to their scope.
Each task run doesn’t start from scratch. Compass feeds prior results into every execution, so the AI can flag what changed since last time: emerging patterns, anomalies, improvements, or regressions. Over time, recurring tasks become an always-on monitoring layer — catching shifts that a weekly manual review would miss.
Weekly coaching digest: “Every Monday, summarize last week’s quality trends and flag the top three coaching opportunities for my team.”
Daily compliance check: “Each morning, give me a summary of calls where required disclosures or verification steps were missed.”
Friday executive summary: “Every Friday at 5pm, generate a summary of call volume, quality distribution, and top signals for the week.”
Agent performance tracking: “Weekly, compare agent quality scores and highlight anyone who improved or declined significantly.”
Recurring tasks are available now in the Insights chat for all Compass users. Just describe what you want to track, specify how often, and Compass takes it from there.
Questions? Reach out to the team or reply to any Compass notification email.
