How do I set up automatic backups for my data?

Upload your backup documentation – schedules, retention rules, recovery steps – in any format (PDFs, URLs, plain text). Chatref’s AI agent learns this content and answers team questions like “When do backups run?” or “How do I restore a file?” directly from your own material. No guessing, just your own policies.

Set up a custom action in Chatref that connects to your backup service’s API. When a team member types “run a backup now” in the chat, the action triggers the job. While Chatref itself doesn’t schedule, you can pair this with your infrastructure’s cron or scheduler to automate the trigger on a fixed interval. The custom action centralizes manual backup runs and gives you one-click control inside the chat widget.

Add a simple markdown page or doc that lists your backup schedule (daily at midnight, weekly full on Sundays, etc.) to the knowledge base. The AI agent remembers this and can tell anyone the exact timing on demand. This keeps everyone aligned and reinforces your data protection routine without hunting through spreadsheets.

With your knowledge base in place, common recovery queries – restoring a single file, performing a full restore, or verifying backups – get answered instantly. The AI walks users through the steps straight from your own documented procedures, so support tickets from end users shrink.

How to schedule automatic backups?
Schedule automatic backups inside your backup tool (e.g., cron, native scheduler) and store the timing in Chatref’s knowledge base. Then create a custom action if you need to fire off ad‑hoc backups from the chat. The combination gives you both scheduled automation and on‑demand control from one place.

What’s the best backup frequency?
The right frequency depends on your data change rate and recovery point objective. Typical schedules range from hourly for transaction-heavy systems to daily for quieter datasets. Document your own policy in Chatref and the agent will recall it whenever someone asks – no more guessing.

Can I automate backups across devices?
Yes. Configure your backup software to cover all needed devices, then upload the cross‑device setup docs into Chatref. The AI agent will then field questions about agent deployment, schedules per device, and monitoring – automating the support around data protection across your entire fleet.