Overview
This library helps you generate, configure, and maintain AI agents using the Taskade Assistant Agent (TAA). Use these prompts to create specialized agents, add tools, connect knowledge, manage access, and optimize performance.
π Further reading:
Learn how to access and use TAA: Taskade Assistant Agent (TAA)
Build custom agents: Custom AI Agents
Add context and knowledge: Adding Genesis Context
Using TAA for AI Agents
You can build and manage your automations from anywhere inside your workspace:
Open the Assistant in the left panel.
βClick the toggle chat button in the top-left corner to open the TAA chat.
βDescribe the agent you want to create or modify (see prompts below).
β
βCustomize your agents (see your guide to Custom AI Agents).
Core Agent Management Capabilities
Use these prompts with TAA to generate, configure, and manage agents.
Create Specialized Agents
Build AI agents with custom personalities and expertise.
Action | Prompt example |
Design agents for specific roles and functions | "Create a customer support agent specialized in technical troubleshooting with a friendly, patient personality" |
Build discovery-focused sales agents | "Build a sales qualification agent that asks discovery questions and assesses prospect fit for our B2B software" |
Generate brand-aligned marketing agents | "Generate a content marketing agent that creates blog posts, social media content, and email campaigns in our brand voice" |
Create industry-specific research agents | "Create a legal research assistant agent that can analyze contracts, identify risks, and suggest improvements" |
Financial advisory and planning agents | "Build a financial advisory agent that helps clients with budgeting, investment planning, and financial goal setting" |
Healthcare triage and guidance agents | "Generate a medical triage agent that can assess symptoms and provide preliminary health guidance" |
Real estate advisory and education agents | "Create a real estate agent that helps buyers find properties, explains market conditions, and guides through the purchase process" |
HR onboarding and employee support agents | "Build an HR onboarding agent that guides new employees through company policies, procedures, and initial setup" |
Configure System Prompts & Behavior
Define how agents think, respond, and interact.
Action | Prompt example |
Set empathetic, clarifying support behavior | "Configure my support agent to be empathetic but efficient, always asking clarifying questions before providing solutions" |
Configure consultative sales style | "Set up my sales agent to be consultative rather than pushy, focusing on understanding customer needs first" |
Define brand voice and tone for content | "Configure my content agent to write in a professional but approachable tone, always including actionable insights" |
Enforce step-by-step technical guidance | "Set up my technical agent to provide step-by-step instructions and always verify user understanding" |
Coaching style and motivational framing | "Configure my coaching agent to be encouraging and motivational while providing constructive feedback" |
Research rigor and citation standards | "Set up my research agent to be thorough and analytical, always citing sources and providing multiple perspectives" |
Add Tools & Capabilities
Equip agents with specific tools and functions.
Available tool types:
Automation piece actions (30+ services)
Workflow triggers and orchestration
Project/task management
Data processing and reporting
Communication (email, chat, notifications)
Research and web data gathering
Action | Prompt example |
Add project and task management tools | "Add project management tools to my assistant agent so it can create tasks, assign team members, and track progress" |
Enable email and KB access for support | "Equip my customer service agent with email sending capabilities and access to our knowledge base automation" |
Connect CRM and follow-up workflows | "Give my sales agent tools to create leads in our CRM project and trigger follow-up email sequences" |
Add research and content gathering tools | "Add research tools to my content agent so it can gather information and create comprehensive articles" |
Attach troubleshooting and ticketing flows | "Equip my support agent with troubleshooting workflows and the ability to create support tickets" |
Enable social posting and analytics | "Give my marketing agent tools to post on social media and analyze campaign performance" |
Design Conversation Experiences
Create engaging and effective user interactions.
Action | Prompt example |
Create lead-qualification starters | "Design conversation starters for my sales agent that help qualify leads: product interest, budget, timeline, and decision-making process" |
Write empathetic support greetings | "Create a welcoming greeting for my support agent that makes customers feel heard and sets expectations for resolution" |
Map coaching conversation flows | "Set up conversation flows for my coaching agent that guide users through goal setting and action planning" |
Content intake prompts | "Design starter prompts for my content agent that help users specify their content needs and target audience" |
HR onboarding flow | "Create an onboarding conversation flow for my HR agent that covers all essential new employee information" |
Financial discovery starters | "Set up conversation starters for my financial agent that help users identify their financial goals and concerns" |
Manage Agent Visibility & Access
Control who can interact with your agents.
Action | Prompt example |
Make an agent publicly accessible | "Make my customer support agent public so customers can access it directly from our website" |
Publish pre-qualifying sales agent | "Create a public sales qualification agent that prospects can use before scheduling demos" |
Public-facing HR/careers agent | "Set up my HR agent as a public resource for job candidates to learn about our company" |
Public technical support agent | "Make my technical support agent publicly available for our software users" |
Public consultation agent | "Create a public consultation agent for potential clients to get initial advice" |
Educational public agent | "Set up my educational agent as a public resource for students and learners" |
Train Agents with Knowledge
Provide agents with specific information and expertise.
Action | Prompt example |
Add product docs as knowledge | "Add our product documentation project as knowledge for my support agent so it can answer detailed product questions" |
Train on website and pricing | "Train my sales agent with information from our website, pricing pages, and case studies" |
Provide brand guidelines and samples | "Provide my content agent with knowledge from our brand guidelines project and previous successful campaigns" |
Add employee handbook | "Add our employee handbook project as knowledge for my HR agent to answer policy questions" |
Add troubleshooting guides | "Train my technical agent with our troubleshooting guides and FAQ project" |
Provide consulting methodology | "Provide my consulting agent with knowledge from our methodology documents and client success stories" |
Edit & Update Agents
Modify existing agents to improve performance.
Action | Prompt example |
Make support agent more proactive | "Update my support agent to be more proactive in asking for customer feedback after resolving issues" |
Expand sales discovery criteria | "Modify my sales agent to include questions about budget and decision-making timeline" |
Add new project tools | "Add new tools to my project management agent so it can also handle resource allocation" |
Refresh knowledge bases | "Update my content agent's knowledge base with our latest brand guidelines and messaging" |
Adjust coaching tone | "Modify my coaching agent to include more motivational language and encouragement" |
Update technical procedures | "Update my technical agent with new troubleshooting procedures and product updates" |
Clone & Template Agents
Replicate successful agents for new use cases.
Action | Prompt example |
Clone support β technical specialization | "Clone my customer support agent and adapt it for technical support with more detailed troubleshooting capabilities" |
Create reusable sales agent template | "Create a template version of my sales agent that can be customized for different product lines" |
Adapt content agent for social | "Clone my content marketing agent and modify it for social media management specifically" |
Department-specific HR agents | "Adapt my HR onboarding agent for different departments with role-specific information" |
Clone consulting agent for offerings | "Clone my consulting agent and customize it for different service offerings" |
Template for coaching specialties | "Create a template coaching agent that can be adapted for different coaching specialties" |
Manage Agent Lifecycle
Maintain and retire agents as needed.
Action | Prompt example |
Archive and migrate best patterns | "Archive my old sales agent and migrate its successful patterns to the new version" |
Delete test/duplicate agents | "Delete the test agents I created during development and clean up the workspace" |
Retire seasonal agents | "Retire my seasonal campaign agent until next year's campaign period" |
Version update with history | "Update my support agent to the latest version while preserving its conversation history" |
Consolidate overlapping agents | "Remove duplicate agents and consolidate similar functionality" |
Workspace cleanup and organization | "Clean up my agent workspace and organize agents by department and function" |
π Helpful Links
Download our apps: taskade.com/downloads
βLeave feedback: taskade.com/feedback
βChangelog: taskade.com/blog/updates
βWatch tutorials: youtube.com/taskade
βContact us: taskade.com/contact