Custom GPT Agents

🤔 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!

➕ Create a Custom Agent

1. Go to the Agents tab at the top of your workspace/folder.
2. Click ➕ Create agent to open the agent creator.
3. Create a unique name for your custom agent.
4. Select an avatar or upload your own.
5. Click Create to save 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 GPT agent.
2. Click ✏️ Edit agent in the top-right corner.

✏️ Fill Out General Details

Every GPT 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 GPT 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 and fetch up-to-date information.
• 🧪 WolframAlpha: Enhance the agent's computational skills.
• 🔌 Add-ons: Enable additional tools and extensions.

🧠 Train Your Agent

You can train your agent using .pdf, .doc, .csv, and .txt documents.

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. Click ➕ Add Source:
   • 📤 Upload: Load attachments from your device.
   • 📄 Add from media: Choose files from the Media Manager.
5. The agent will use the documents to provide contextual answers to your queries.

⌨️ Add Custom Commands

Every custom 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 ➕ New command and define the prompts:
   • 🔤 Name: Choose a name that will pop up when you type / + "command name"
   • ⏩ Prompt: Define the behavior of the custom command (see the next section).
   • 🛠️ Tools: Enable additional tools and skills:
     • 🧭 Background Task: Execute commands in the background.
     • 🧭 Web Search: Give the agent internet access.
4. Click Create to save the changes.

💬 Use the Agent

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

• (method #1) Chat with the agent:
  1. Navigate to the Agents tab.
  2. Select your custom GPT agent.
  3. Start a conversation and ask your agent questions.

• (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"
     1. You don't need to type the entire command.
  3. Press ⌨️ Enter to execute the command.

👥 Deploy Multiple GPT Agents

Scaling up your projects? Taskade allows you to deploy multiple GPT agents simultaneously, each tasked with a different aspect of your workflow. Here's 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 task 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.

🤹 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:

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