Overview
Agent Chat is a revolutionary way of interacting with AI that lets you experience the power of tailored, context-aware responses from your custom AI agents.
💡 Note: New to AI agents? Read our Custom AI Agents guide first.
Agent Chat vs. Generic AI Chats?
Every custom AI agent you create comes with a unique knowledge base, tone, and style. This means that the answers and guidance provided by agents are more tailored and specific compared to regular AI chats.
Here are a few more differences:
| 🟢 AI Agent Chat | 🔵 Generic AI Chats |
Knowledge Base | Fully customizable; agents can learn and adapt from your specific projects and the knowledge you upload to your workspaces. | Based on general, broad knowledge with no customization. |
Tone and Style | Tailored to your preferences and needs. Interactions match your desired tone and style. | Standard, one-size-fits-all responses that require additional prompts to customize tone and style. |
Context Awareness | Agents are context-aware, capable of understanding and integrating information from your projects to provide contextually relevant answers. | No context awareness. |
Response Relevance | Delivers highly relevant and focused responses that are directly aligned with your tasks and projects. | Responses can be vague or off-topic, often requiring additional clarification. |
Start an Agent Chat
You can interact with your custom AI agents in many different ways:
(method 1): Agents Tab
Navigate to the Agents tab at the top of your workspace.
Select your custom AI agent.
Click ➕ New chat to start a new conversation.
Ask your agent questions or type / to show a list of custom agent commands.
You can also click the Commands button underneath the chat window.
💡 Note: Once activated, the commands still require prompts for context.
(method 2): Project Chat
Open a project and click the chat balloon icon 💬 (top-right).
Use the drop-down menu at the top of the chat to choose an agent.
Chat with your agent or type / to use custom agent commands.
Click Copy to save the output, or Add to Project to paste it into the editor.
(method 3): Agent Toolbar
Create agents following the steps in this article.
Agents will be added to a sidebar on the right.
Click avatars in the sidebar to interact with your agents.
Want to share your custom agent with your team? Follow these steps:
Navigate to the 🤖 Agents tab.
However the mouse cursor over an agent.
Click the Share Agent button on the right.
Enable the Public access toggle.
You can now customize the public agent:
Mode: Choose the level of interactions with the agent.
Copy Knowledge: Decide if you want to allow others to copy agent knowledge.
Hide Branding: Remove Taskade branding in the agent footer.
Theme: Select light, dark, or automatic theme.
Background: Select or upload a custom background.
Finally, you can copy the agent link or embed code:
Click Copy link to share a direct link.
Click Copy code to embed the agent on your website.
You and your team can chat and collaborate with AI agents in the same space, at the same time. This feature brings tailored AI insights into your conversations.
🤝 Use a meeting agent to facilitate meetings
🔍 Employ a data agent to quickly retrieve data
📚 Tap a knowledge agent for data and knowledge
🧠 Engage a creativity agent to generate new ideas
📈 Deploy an analysis agent to support decision-making
1) Chat with a Single Agent
Open the chat box (see the previous sections).
Choose an agent from the drop-down at the top.
(optional) Click the ⁺ 👤 button to invite people to the conversation.
Type a prompt to start a conversation.
💡 Note: When you start a chat, a tooltip at the bottom of the chat box will let you know if the chat is public or private, so you can see who has access.
2) Chat with an AI Team
Open the chat box (see the previous sections).
Choose an AI Team from the drop-down at the top.
(optional) Click the ⁺ 👤 button to invite people to the conversation.
Choose an agent you want to interact with or set to Auto and let AI decide.
Type a prompt to start a conversation.
Use Agent Responses
Use quick chat actions to make the most of conversations with your agents:
Click the ⨁ Plus button to add the output to:
➕ An existing project
📓 Agent knowledge
Click the 📑 Copy button to save the output to the clipboard.
Click the 📝 Create new button use the output:
📄 In a new project
🌱 As a seed for AI Project Studio
In an 🔄 Automation Flow
Shared AI Agent Chats
You can allow others to interact with your agents publicly. The public conversations will be visible inside the agent dashboard under the Inbox tab.
To enable public agent chats:
Navigate to the 🤖 Agents tab.
However the mouse cursor over an agent.
Click the Share Agent button on the right.
Enable the Public access toggle.
You can now customize the public agent:
Mode: Choose the level of interactions with the agent.
Copy Knowledge: Decide if you want to allow others to copy agent knowledge.
Hide Branding: Remove Taskade branding in the agent footer.
Theme: Select light, dark, or automatic theme.
Background: Select or upload a custom background.
Finally, you can copy the agent link or embed code:
Click Copy link to share a direct link.
Click Copy code to embed the agent on your website.
When somebody interacts with the public agent, the conversations will be aggregated inside the Inbox tab in the agent dashboard:
Choose your agent in th Agents tab.
Navigate to the Chat tab (top-right).
Go to the Inbox tab in the left sidebar to see threaded conversations.
Use Threaded Conversations
You can engage in multiple conversations with the same agent concurrently.
Focused conversations: Keep multiple chat threads with the same AI agent neatly organized, each tailored for specific topics or projects.
Customized interaction: Each chat maintains its unique context, which makes it easier to manage complex tasks without confusion.
Here's how it works:
Open the agent chat (only applies to methods 1 and 3).
Click ➕ New chat to start a conversation.
Use the New chat button in the sidebar on the left to create new threads.
Repeat the step as many times as you need.
Click the time-stamped items in the sidebar to resume conversations.
Click the three dots ··· next to a thread to remove or rename it.
Click the Toggle Sidebar button in the top-right corner to hide chat threads.
Enable Fullscreen Chat
Chat with your agents in full screen to keep conversations in focus:
Choose an agent from the Agent Sidebar.
Click
to open the Agent Modal.
(1) Click
to open the chat in a new window.
(2) Click
to enable fullscreen mode.
Quick Add
You can instantly add any agent message into a project with Quick Add.
Start a new chat with your agent.
Click the ➕ icon under the agent's message.
Choose where you want to add the output.
Click Add to project to confirm.
Organize the Agent Sidebar
The agent sidebar lists your agents within a workspace. Here's how to customize it:
Navigate to your workspace or folder.
Click the ⊞ Manage agents button.
Hover the cursor over any of your agents.
Click the start next to the agent's name to add it to the sidebar.
Click & hold an icon representing an agent to reorder it.
Release the mouse button to drop the agent in its new place.
Format Messages
You can use Markdown syntax to format and structure your prompts:
💡 Vist: Visit Markdown Support to learn more.
🛠️ Feature | ⌨️ Syntax |
Bold | **bold** |
Italic | _italic_ |
Underline | Double underline __test__ |
Block quote | > block quote |
Strikethrough | ~~hi~~ |
Inline code | ```inline code``` |
Code block | ```code |
Strikethrough | ~~strikethrough~~ |
Unordered list | - or * |
Ordered list | 1., 2., 3., etc. |
Code Block Support
Agents can generate code snippets in the agent chat. This feature is useful for quick prototyping, debugging, and even learning new programming concepts.
Start a conversation with your agent.
Ask the agent to generate code.
e.g. "generate a Python function to sort a list”
Hover the mouse cursor over the code block.
Click Copy to save the code block to the clipboard.
Tables
Agents can render data in table format to make it easier to read and analyze. This is useful for organizing information in reports, comparisons, and schedules.
Start a conversation with your agent.
Ask the agent to generate in a table format.
e.g. “generate a table that summarizes global sales of EVs"
Hover the mouse cursor over the table.
Click Copy to save the table to the clipboard.
Use Agent Responses
Use quick chat actions to make the most of conversations with your agents:
Click the ⨁ Plus button to add the output to:
➕ An existing project
📓 Agent knowledge
Click the 📑 Copy button to save the output to the clipboard.
Click the 📝 Create new button use the output:
📄 In a new project
🌱 As a seed for AI Project Studio
In an 🔄 Automation Flow
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact