Custom AI Agents (Mobile)
Updated over a week ago

What Are Custom Agents?

Taskade AI Agents are designed to automate routine activities like research, task management, and content creation. You can create a team of custom AI agents, each with a unique personality, skills, and knowledge, and access them on all your devices, including iOS and Android.

πŸ’‘ Note: Visit the desktop version of this article to discover additional agent settings you can access in Taskade for MacOS, Windows, Linux, and the web.

Create a Custom Agent

  1. Open your workspace and tap the πŸ€– Agents tile at the top.

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

  3. Choose a template or select Blank to start from scratch.

  4. Tap Create in the top-right corner.
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    • Create a unique name for your custom agent.

    • Tap the robot icon to select an avatar or upload your own.

    • Set the Tone for the default agent output (see next section).

    • Tap Create in the top-right corner to save the new agent.

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Set Agent Tone

Did you know you can change the tone of your custom AI agents β€” whether you prefer a friendly chat or a more formal conversation β€” to match exactly how you like to communicate?

  1. Open your workspace and tap the πŸ€– Agents tile at the top.

    • (method #1) Tap the pencil icon ✏️ next to an existing agent.

      • Scroll down in the General tab and tap the Tone button.

      • Choose a target tone from the drop-down list.

    • (method #2) Tap βž• Create agent to open the agent creator.
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      • Choose a template or select Blank to start from scratch.

      • Tap Create in the top-right corner.

      • Scroll down and tap the Tone button.

      • Choose a target tone from the drop-down list.

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Add and Edit Agent Commands

Each agent can have multiple custom commands you can use in the project editor.

  1. Tap the πŸ€– Agents tile again.

  2. Tap the ✏️ pencil icon next to your agent.

  3. Go to the Commands tab at the top.

  4. Choose an existing command or tap βž• Add Command and fill in the details:

    • Name: The name of the command accessible via / commands.

    • Prompt: The action you want the agent to execute.

    • βœ”οΈ Background Task: Toggle on for long-running, multi-level tasks.

    • 🧭 Web Search: Toggle on to give your agent access to the Internet.

πŸ’‘ Note: Not sure where to start? Check Custom Agent Instructions for ideas.

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Upload Agent Knowledge

You can use your files & documents or external resources to train your agents:

  1. Tap the πŸ€– Agents tile again.

  2. Tap the ✏️ pencil icon next to your agent.

  3. Go to the Knowledge tab at the top.

  4. Toggle the Enable knowledge slider on.

  5. Choose one of the available options to add agent knowledge:

    • Upload File β€” upload files & documents from your device.

    • Add from media β€” choose from previously uploaded documents.

    • Add Link β€” add knowledge from a URL.

    • Add YouTube β€” choose a YouTube video (the agent will use a transcript).

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Set Background Tasks

Agents can perform multiple complex tasks in the background.

  1. Tap the πŸ€– Agents tile again.

  2. Tap the ✏️ pencil icon next to your agent.

  3. Go to the Commands tab at the top.

  4. Choose an existing command or tap βž• Add Command and fill in the details.

  5. Toggle on βœ”οΈ Background Task for long-running, multi-level tasks.

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Edit, Copy, or Delete an Agent

  1. Tap the πŸ€– Agents tile again.

  2. Tap the three dots Β·Β·Β· next to your agent.

    • Tap ✏️ Edit agent to modify agent settings.

    • Tap πŸ“‹ Copy agent to copy the agent to a different workspace/folder.

    • Tap πŸ—‘οΈ Delete to remove the agent from your workspace/folder.

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Choose a Language for AI Responses

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

  • (method #1) Specify the 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. "ΒΏCΓ³mo estΓ‘ el clima en Madrid?" will receive a response in Spanish.

Use the Agent

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

  • (method #1) Chat with the agent:

    1. Tap the πŸ€– Agents tile

    2. Select your custom AI agent.

    3. Start a conversation and ask your agent questions.

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  • (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. Choose a command from the pop-up menu.

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AI Agents Use Cases

From simple tasks to complex solutions, here are a few ideas to spark your imagination:

Use Case

Tasks

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

Meetings

  • 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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