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Custom AI Agents (Mobile)

Create custom AI agents on mobile to automate tasks and workflows.

Updated over a week ago

Overview

Taskade AI Agents are smart assistants that streamline routine activities like research, task management, and content creation. You can create a team of AI agents, each with a unique personality, skills, and knowledge, and access them on all your devices.

💡 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

  • Go to the 🤖 Agents tab in your workspace/folder.

  • Tap the plus ➕ button in the top-right corner.

  • (optional) Choose the workspace where you want to create the agent.

  • Choose one of the available options:

    • (1) Name your agent ➡ tap Create to start from scratch.

    • (2) Choose a template ➡ tap Create.

  • (optional) Customize your agent (see the next section).


Customize Your Agent

  • Go to the 🤖 Agents tab in your workspace/folder.


  • Tap the three dots ··· next to the agent you want to edit.

  • Choose (2) Edit agent from the drop-down list.

  • Use the tabs at the top to edit your agent (see the sections below).

  • General: Basic configuration of the agent.


  • Knowledge: Knowledge & data used by the agent.

  • Commands: Custom commands associated with the agent.


Add/Edit Agent Commands

Each agent can include multiple custom/commands. Think of them as "levers" that allow you to interact with the agent, and the agent to interact with the world.

To create or edit existing commands:

  • Go to the 🤖 Agents tab in your workspace/folder.


  • Tap the three dots ··· next to the agent you want to edit.

  • Choose (2) Edit agent from the drop-down list.

  • Go to the Commands tab at the top.

  • Tap ➕ Add command to create a new command.

  • (1) 🔤 Name: This will pop up when you type / + "command name".

  • (2) ⏩ Prompt: Define the behavior of the custom command.

  • (3) 🚦 Comand Mode: Decide how the agent should approach tasks.

    • 🟢 Default: Agent operates based on your prompt without setting goals.

    • 🔵 Plan & Execute: Agent sets structured goals based on your prompt.

  • Tap Save (top-right corner) to add the prompt to your agent.


Set Agent Tone

You can change the tone of your AI agents to match how you like to communicate.

  • Go to the General tab of your AI agent (see Add/Edit Agent Commands).

  • Tap Tone and select one of the available tones.

  • Tap Save (top-right corner) to confirm the changes.


Add Agent Knowledge

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

💡 Note: Visit Agent Knowledge & Data to learn more.

  • Go to the General tab of your AI agent (see Add/Edit Agent Commands).

  • Go to the Knowledge tab at the top.

  • Toggle the Enable knowledge slider on.

  • Choose one of the available options to add agent knowledge:

    • Upload File: Upload files & documents from your device.

    • Add from media: Choose from previously uploaded documents.

    • Add Link: Add knowledge from a URL.

    • Add YouTube: Choose a YouTube video (the agent will use a transcript).

💡 Note: Agent knowledge can combine many different sources.


Edit, Copy, or Delete an Agent

  • Tap the 🤖 Agents tile in your workspace/folder.


  • Tap the three dots ··· next to the agent you want to edit.

  • Tap 📋 Copy agent and select the destination.


Choose a Language for AI Responses

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

  • (method 1) Choose the target in the General tab (see Add/Edit Agent Commands).

  • (method 2): Specify the 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. "¿Cómo está el clima en Madrid?" will receive a response in Spanish.


Use AI Agents

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

  • (method 1): Chat with the agent:

    • Tap the 🤖 Agents tile in your workspace/folder.

    • Select your custom AI agent.

  • Start a conversation and ask your agent questions.

  • (optional) Tap the three dots ··· next to an output:

    • Tap Copy to save the text to the clipboard.

    • Tap Create Project to turn the text into a new project.

  • (method 2): Use custom agent commands:

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

    • Select a task and tap the robot icon 🤖 in the main toolbar.

      • You can also type / + name of a command.

    • Choose a command from the pop-up menu.


AI Agents Use Cases

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

🤹 Use Case

Examples of 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

🤖 Taskade AI Essentials

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