Set up unattended data collection and work

Prepare sources, sign-in, SMS assistance and schedules to reduce repeated manual work.

What unattended work can do

For example, collect the previous day’s orders, refunds and settlements, check exceptions and deliver results in a conversation. With accessible sources, recoverable sign-in and an authorized task, CaiGeek can repeat the work on schedule.

This does not guarantee that every website can run without intervention forever. Initial authorization, QR or face verification, platform security checks and permission changes can still require your help in the relevant conversation.

Prepare four things

  • Sources: connect the required store, ERP, computer application or folder. First retrieve actual data and check the account, store, period and file.
  • Sign-in: save the login details and enable automatic sign-in if needed. Complete any personal verification the platform requires.
  • SMS: configure the assistant on the phone that receives the codes, verify reception and bind the platform. Recheck authorization after a login identity or phone custodian changes.
  • Schedule: specify the task, frequency, time and intended recipients. Confirm that the arrangement was saved and check its next run time.

Which devices need to stay online

Cloud collection and scheduled analysis do not require the chat page to stay open. Tasks using local folders, applications or browsers require that computer to be powered on and online with CaiGeek desktop running. UI tasks also require system access and an available application or browser.

When SMS assistance is needed, the receiving phone must receive messages and have network access, with the assistant and required system automation or background permissions enabled. An online computer cannot make up for an unavailable receiving phone.

Describe ongoing work in one message

For example: “Every day at 9 a.m., retrieve yesterday’s orders, refunds and settlements from the connected store, check payment exceptions, and tell me the results in a new topic. List any missing data.” Adjust the sources and definitions to your business; you do not need to script every click.

A folder’s automatic update reception collects files. Separately request analysis or schedule a task; received files do not mean completed analysis.

Continue the existing work when attention is needed

Check the relevant conversation for the missing sign-in, phone, computer, material or allowance. Address it and continue the existing task; received data and results remain. Avoid starting multiple tasks for the same export. Reconnecting a device does not restart work you explicitly stopped or schedules you paused.

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