Custom AI Agents
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What Are Custom Agents?

AI Agents are specialized tools designed to automate routine activities like research, task management, and content creation. You can now create custom AI Agents and use them in your projects to save time and get more done faster and smarter!

πŸ’‘ Note: Visit this article to learn about pre-defined agents in Taskade.

Create a Custom Agent

  1. Go to the Agents tab at the top of your workspace/folder.

  2. Click βž• Create agent to open the agent creator.

    • (method #1) Start from scratch:

      • Create a unique name for your custom agent.

      • Select an avatar or upload your own.

    • (method #2) Use one of the available agent templates.

  3. Click Create to save the new agent.


Use AI Agent Templates

Taskade features a collection of AI agent templates designed for various use cases. Each agent template has a unique personality and set of commands. To use agent templates:

  1. Go to the Agents tab at the top of your workspace/folder.

  2. Pick one of the available templates.

  3. Click Create to save the new agent.

  4. (optional) Customize the new agent.


Edit Your Agent

With your agent in place, you can now customize it:

  1. Open the Agents tab again and select your AI agent.

  2. Click ✏️ Edit agent in the top-right corner.


Fill Out General Details

Every agent is unique. The General allows you to define the core characteristics and operational parameters of your custom AI agent. Here's what you can change:

  1. Select your agent in the Agents tab.

  2. Choose the General tab on the left and add agent details:

    • Name: A unique name will help you identify your AI agent.

    • Description: Describe the core behavior and personality of your agent.

    • Persona: Give your agent a unique personality.

    • Tone: Tailor agent interactions with a specific tone of voice.

    • Tools: Enable additional tools like web browsing or plugins.


Enable Tools and Plugins (Beta)

Give your agents the right set of tools to get the job done.

  • 🌐 Web Search: Allow the agent to browse the web.

  • πŸ§ͺ WolframAlpha: Enhance the agent's computational skills.

  • πŸ”Œ Add-ons: Enable additional tools and extensions.


Train Your Agent

Train agents using documents (.pdf, .doc, .txt), web resources, and YouTube videos:

  1. Select your agent in the Agents tab.

  2. Choose the Knowledge tab on the left.

  3. Enable the Knowledge toggle on the right.

  4. Use one of the available options to train your agent:

    • 🀏 Drag & drop: Drag files from your device to upload.

    • πŸ“„ Add Media: Choose files from the Media Manager.

    • πŸ“„ Add Project: Select projects from the current workspace/folder.

    • 🌐 Add link: Choose external resources like websites and blogs.

    • 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.

    • πŸ“¦ Add with Google Drive, Dropbox, or Box

  5. The agent will use the source to provide contextual answers to your queries.

πŸ’‘ Note: Agent knowledge can combine many different sources.

Add Custom Commands

An agent can include multiple custom/commands you can use inside projects.

  1. Select your agent in the Agents tab.

  2. Choose the Commands tab on the left.

  3. Click βž• New command and define the prompts:

    • πŸ”€ Name: This will pop up when you type / + "command name"

    • ⏩ Prompt: Define the behavior of the custom command.

    • πŸ› οΈ Tools: Enable additional tools and skills:

      • 🧭 Background Task: Run commands in the background.

      • 🧭 Web Search: Give the agent internet access.

  4. Click Create to save the changes.

πŸ’‘ Note: Not sure where to start? Visit our Guide to Writing Agent Prompts.

Set Up Background Tasks

Background tasks are designed for long-running operations. They are ideal for complex prompts that require data processing, extensive research, and step-by-step execution.

Here's how to enable background tasks for individual commands:

  1. Select your agent in the Agents tab.

  2. Choose the Commands tab on the left.

  3. Click βž• New command and adjust the settings.

  4. In the πŸ› οΈ Tools tab, enable 🧭 Background Task.

  5. Run the agent as usual (see the next section).

πŸ’‘ Note: You can activate the same background command on multiple items or deploy several agents at the same time within one project.


Use the Agent

There are several ways you can use your custom AI agents:

  • (method #1) Chat with the agent:

    1. Navigate to the Agents tab.

    2. Select your custom AI agent.

    3. Start a conversation and ask your agent questions.

    4. Click Copy to save the output.

πŸ’‘ Note: Type "/" to show the list of custom agent commands in the chat.


  • (method #2) Use custom agent commands:

    1. Open a project in the workspace/folder where you created the agent.

    2. Type / + the name of your custom command, e.g. "/task breakdown"

      • You don't need to type the entire command.

    3. Press ⌨️ Enter to execute the command.


  • (method #3) Access the Add-Ons menu:

    1. Select a task or paragraph.

    2. Click the βž• Add-Ons button on the right ➑ πŸ€– AI Agent.

    3. Choose a custom agent command from the list.


  • (method #4) Use agents in the project chat:

    1. Open a project and click the chat balloon icon πŸ’¬ (bottom-right).

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

    3. Choose your custom AI agent from the list.

      • Type your prompts to interact with the agent.

      • Type "/" to show the list of custom agent commands.

    4. Click Copy to save the output, or Add to Project to paste it into the editor.

πŸ’‘ Note: AI Agents are pre-trained on the projects you are currently working on, which means they can now engage in context-aware conversations.


Custom Commands Multi-Select

You can apply custom commands to multiple tasks/paragraphs using multi-select.

  1. Create a new agent or use a template.

  2. Define custom commands (see the previous section).

  3. Go to your project and select multiple tasks/paragraphs.

  4. Click the πŸ€– AI Agent button in the main toolbar.

  5. Choose a custom command from the list.


Choose a Language for AI Responses

AI responds in the language of a prompt. You can change that in several ways:

  • (method #1) Use the language selector:

    • Select your agent in the Agents tab or use a template.

    • Navigate to the General tab.

    • Scroll down and click the Language drop-down.

    • Choose a language and click Update to save the changes.

  • (method #2) Specify language in the prompt:

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

  • (method #3) Provide context in the target language:

    • e.g. "ΒΏCΓ³mo estΓ‘ el clima en Madrid?" will receive a response in Spanish.


Deploy Multiple AI Agents

Scaling up your projects? Taskade allows you to deploy multiple AI agents simultaneously, each tasked with a different aspect of your workflow.

Here's how to set up and manage multiple agents:

  1. Go to the Agents tab at the top of your workspace/folder.

  2. Create new agents you want to deploy.

  3. Add agent details and create custom commands (see previous sections).

  4. (important) For each custom command, toggle 🧭 Background Task on.

  5. Open your project and use the new agent commands on a few different tasks.

  6. You will see blinking agent avatars next to the tasks that are being processed.

  7. Click anywhere in the project editor to hide the agent interface.

  8. Click the agent avatar again to return to an agent.


Share AI Agents

Want to share your custom agent with your team? Follow these steps:

  1. Create a custom agent following the steps in the previous sections.

  2. Navigate to the πŸ€– Agents tab and choose your custom AI agent.

  3. Click the ✎ Edit agent button in the top-right corner.

  4. Click Share button in the top-right corner.

  5. Enable Public access in the top-right.

  6. Copy the agent link using the ⧉ button.

  7. Share the agent link with others.


Copy Agents to Workspace / Folder

You can copy your agents across workspaces and folders:

  1. Create a custom agent following the steps in the previous sections.

  2. Navigate to the πŸ€– Agents tab and choose your custom AI agent.

  3. Click the three dots Β·Β·Β· next to an agent.

  4. Click Copy and select the target workspace/folder.

  5. Choose the target workspace/folder.

  6. Decide if you want the agent to retain its knowledge.

You can use your custom AI agents and Taskade AI commands in automation flows to put your projects on autopilot. Here's how to get started:

  • Go to the Automations tab in your workspace or folder.

  • Click βž• Add automation

    • (optional) Use one of the available templates.

  • Click βž• Add Trigger and choose a trigger from the drop-down list.

  • Click βž• Add Step and choose an action from the drop-down list.

Ask Agent

Uses a custom AI agent to respond.

Run Agent Command

Uses a specific AI agent command.

  • Choose your agent and/or a custom command.

  • Add the input you want the agent to process.

πŸ’‘ Note: Visit our Automation Guide to learn more.

AI Agents Use Cases

The world of AI agents is like a playground so let your imagination run wild! From simple tasks to complex solutions, here are a few ideas to spark your imagination:

Task Automation

  • Auto-categorize tasks

  • Prioritize by keywords

  • Estimate duration

  • Recommend task owners

Knowledge Retrieval

  • Fetch relevant documents

  • Answer team questions

  • Recommend reading material

  • Suggest internal resources

Feedback & Improvement

  • Collect and analyze feedback

  • Offer improvement insights

  • Benchmark against past projects

  • Highlight success stories


  • Summarize the discussions

  • Recommend next steps

Creative Assistance

  • Offer writing/editing aid

  • Brainstorm content ideas

  • Provide content inspiration

  • Suggest out-of-the-box approaches

😊 Helpful Links

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