The Visual Editor

Viewing automations in the UI

Every automation saved in Chase Agents is visible in the My Automations page. Clicking an automation shows its details: title, description, step list, schedule configuration, error handling settings, and run history. You can see the type and description of each step at a glance.

Actions available from the UI

• Enable or disable an automation to control whether it runs on its scheduled trigger
• Run an automation manually with one click
• View run history and step-level execution details
• Delete an automation

Editing via chat

To make changes to an automation's steps or logic, describe the change in a chat session. The AI reads the current definition, applies the change, and tests it. For example: 'In my weekly revenue report automation, add a step that generates a PDF and emails it to the finance team.'

Schedule management

You can add, edit, pause, and delete schedules from the automation detail view. Each automation can have multiple schedules. Pausing a schedule stops new triggers without deleting the schedule configuration.