Taskade AI Chat
Updated this week

What Is the AI Chat?

Taskade’s AI Chat is an AI chatbot that will help you generate task lists and notes, summarize text, write content, brainstorm and mind map ideas, and more. All this is possible inside the project chat box.

💡 Note: Visit this article to learn about other Taskade AI features.

AI Chat (Project)

  1. Open a project.

  2. Click the robot icon 🤖 at the top of the chat box.

    • (method #1) Choose a relevant topic from the list.

    • (method #2) Type a prompt using natural language.

  3. Press ⌨️ Enter to generate a response.

  4. Click Copy to copy the output or Copy to project to paste into to the editor.

💡 Note: Taskade will save your chat history so you can continue the conversation when you re-open the AI Chat window.

Custom Agents Chat

You can now chat with your custom AI agents directly in the project chat.

  • Open a project and click the chat balloon icon 💬 (bottom-right).

  • Click the button at the top of the chat window.

  • Choose your custom AI agent from the list.

  • Type your prompts to interact with the agent.

💡 Note: Visit Custom AI Agents to learn how to create your own AI Agents.

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AI Chat (Workspace)

  1. Click your profile picture in the top-right corner of your project.

  2. Choose Taskade AI from the drop-down list.

    • (method #1) Choose a relevant topic from the list.

    • (method #2) Type a prompt using natural language.

  3. Press ⌨️ Enter to generate a response.

  4. Click Copy to save the output or Create Project to use it in your new project.

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Set AI Chat Persona

Assign specific roles to the AI Chat to receive a more personalized output.

  1. Click the robot icon 🤖 at the top of the chat box.

  2. Click the PERSONA pull-down button at the bottom of the chat.

  3. Choose a role and type your prompt.

💡 Note: Visit 👥 AI Chat Personas to learn more.

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Stop Generation

Made a mistake? Click the stop bottom 🔲 at the bottom of the AI chat.

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Set AI Chat Tone

Change the tone of the AI Chat output from confident to persuasive and more!

  1. Click the robot icon 🤖 at the top of the chat box.

  2. Click the TONE pull-down button at the bottom of the chat.

  3. Choose a tone and type your prompt.

💡 Note: Visit 🚥 AI Chat Tones to learn more.

Review and Clear Chat History

You can view the history of your conversations and clear AI Agent chat history.

  • Click the three dots ··· in the top-right corner of the AI Chat.

  • Choose 🗑️ Clear history to delete the chat log.

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Start a Q&A Session

You can now engage in Q&A sessions directly within your projects.

  • Upload reports and ask for key findings.

  • Analyze complex data in spreadsheets.

  • Review legal contracts quickly.

  • Get financial insights from uploaded statements.

  • Extract customer feedback insights.

  • Access key research findings in papers.

  • And much more!

Here's how it works:

  1. Open and enable AI Chat in your project.

  2. Start asking questions! AI Chat will answer based on the contents of the project.

💡 Note: You can also engage in a Q&A session based on uploaded documents. Visit 🧐 AI Chat with Documents (PDF, CSV, Docs) to learn more.

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Prompt Templates Library

Run out of ideas? Taskade features dozens of AI prompt templates to choose from.

  1. To access AI prompts:

    • Click the AI Prompts button at the top of the AI Chat, or

    • Click your profile avatar (top right) ➡ AI Prompt Templates.

  2. Choose a prompt and click Copy to save it to the clipboard.

  3. Paste the prompt to the Workflow Generator, AI Assistant, or AI Chat.

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Choose a Language for AI Responses

AI responds in the language of the prompt or context. Here's how to that:

  • (method #1) Specify language in the prompt.

    • e.g. "Respond in Spanish: What's the weather like in Madrid?"

  • (method #2) Provide context in the target language.

    • e.g. "¿Cómo está el clima en Madrid?" will receive a response in Spanish.

AI Chat Use Cases

Want to make the most of Taskade AI? Here are a few ideas:

Use Cases

Prompts to Use

🌳 Generate outlines

Create a comprehensive outline for your article or business report, e.g. "Topic/title of your document."

🔎 Find information

Ask AI Chat all kinds of questions to find information on a wide range of topics, e.g. "How far away is the moon."

🧠 Brainstorm ideas

Generate ideas, expand on topics, and come up with creative solutions to problems, e.g. "Generate article ideas on topic X."

🤝 Create meeting agendas

Create high-level meeting agendas for your next team sync-up. e.g. "Create a meeting agenda for a 15-minute meeting."

💡 Note: While Taskade AI is a powerful and versatile tool, it has a few limitations in its current stage of development. Like any other machine learning model, Taskade AI may make mistakes or produce unintended results. It is always a good idea to verify and double-check the output for incorrect information, biased answers, or inconsistencies.

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