Overview
β¦ What Are AI Agents?
AI Agents are specialized assistants designed to automate activities like research, data analysis, and content creation. You can create custom AI Agents and use them in your projects to save time and get more done faster and smarter.
π‘ Note: Custom AI Agents are part of Taskade AI. Jump here to learn more.
β¦ When to Build?
Creating AI agents is a practical decision based on the frequency and duration of tasks you perform. That said, there are a few rules that may help you decide if you need one:
You repeat specific tasks multiple times a week.
βYou spend over two hours a week on particular activities.
βYou perform tasks that can be easily automated or follow a set pattern.
βYou need to streamline processes to focus on more strategic work.
Still trying to decide? Here are a few things agents can help you with:
π€ΉββοΈ Area | β Tasks |
Task Automation |
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Knowledge Retrieval |
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Feedback & Improvement |
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Meetings |
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Creative Assistance |
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Create Custom Agents
The process of creating an AI agent takes less than a few minutes.
β¦ The Agents Tab
The Agents Tab aggregates all AI Agents inside a workspace/folder.
Go to the Agents tab at the top of your workspace/folder.
Click β Create agent to open the agent creator.
Method 1: Use the AI Agent Generator.
βMethod 2: Create from scratch (see detailed steps below).
βMethod 3: Use one of the available agent templates.
β¦ Start From Scratch
Step 1: Fill Out General Details
Think of each AI agent as a digital team member β it can have a unique name, skills, set of objectives, and even a tone of voice it will use in conversations.
Choose the General tab on the left and add agent details:
βName: A unique name will help you identify your AI agent.
βDescription: Describe the core behavior and personality of your agent.
βPersona: Give your agent a unique personality.
βTone: Tailor agent interactions with a specific tone of voice.
βTools: Enable additional tools like web browsing or plugins.
Step 2: Train Your Agent
Agents have a basic understanding of the world. You can make their responses more relevant to your work by "training" them using various resources.
Choose the Knowledge tab in the sidebar on the left.
βEnable the Knowledge toggle on the right.
βUse one of the available options to train your agent:
βπ€ Drag & drop: Drag files from your device to upload.
βπ Add Media: Choose files from the Media Manager.
βπ Add Project: Select projects from a workspace/folder (see below).
βπ Add link: Choose external resources like websites and blogs (see below).
βποΈ Add YouTube: Choose one or multiple YouTube videos for transcription.
βπ¦ Add with Google Drive, Dropbox, or Box
β
The agent will use the source to provide contextual answers to your queries.
π‘ Note: Visit Agent Knowledge & Data to learn more.
Step 3: Add Custom 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.
Choose the Commands tab on the left.
βClick β New command and define the prompts:
βπ€ Name: This will pop up when you type / + "command name".
ββ© Prompt: Define the behavior of the custom command.
βπ¦ Comand Mode: Decide how the agent should approach tasks.
βπ’ Default: Agent operates based on your prompt without setting goals.
βπ΅ Plan & Execute: Agent sets structured goals based on your prompt.
β
Click Create to save the changes.
π‘ Note: Not sure where to start? Visit our Guide to Writing Agent Prompts.
β¦ Generate with AI
The AI Agent Generator lets you instantly generate AI agents for any task.
π‘ Note: Visit our AI Agent Generator to learn more.
Click Generate in the Generate Agent tile.
(method #1) Describe the type of agent you want to create.
β(method #2) Choose one of the prompt examples.
Hit β¨οΈ Enter and wait for the generator to finish.
βClick Create & Launch Agent to add the agent to the Agents tab.
β¦ Enable Agent Tools
Agent Tools give your agents the ability to create projects and tasks, seamlessly exchange information with external platforms, and interact with each other.
Here's how to enable and use tools with your agents:
Go to the π§ Tools tab in the sidebar on the left.
βClick β Add tool and choose one of the available options.
βPrompt the agent to use a specific tool during a conversation, e.g.
β"Send a message to #general channel: 'Team meeting at 3 PM.'"
"Send an email to [email protected] titled 'Meeting Reminder.'"
"Draft a new post in WordPress titled 'Productivity Tips.'"
π‘ Note: Visit Tools for AI Agents for a full list of tools.
β¦ Create AI Teams
An AI Team is a group of AI agents working together. You can create a team to collaborate with all agents at once and use their combined expertise.
π‘ Note: Visit our AI Teams guide to learn more.
Navigate to the AI Teams menu in your workspace/folder.
βClick β Create Team.
βCustomize your AI team.
βπ€ Choose a name for the team.
βπ₯ Add individual AI agents.
β¦ Agent Templates
Taskade features a collection of AI agent templates designed for various use cases. Each agent has a unique prompt and set of commands. To use agent templates:
Go to the Agents tab at the top of your workspace/folder.
βPick one of the available templates.
βClick Create to save the new agent.
β(optional) Customize the new agent.
β¦ Customize Agents
With your agent in place, you can now customize it:
Open the Agents tab again and select your AI agent.
βClick Β·Β·Β· next to an agent and select βοΈ Edit agent from the list.
Interact with AI Agents
There are several ways you can use your custom AI agents.
β¦ Agent Chat
β
Navigate to the Agents tab.
βSelect your custom AI agent.
βClick β New chat and start a conversation.
βClick Copy to save the output.
π‘ Note: Type "/" to show the list of custom agent commands in the chat.
β¦ Custom Commands
β
Open a project in the workspace/folder where you created the agent.
βType / + the name of your custom command, e.g. "/task breakdown"
βYou don't need to type the entire command.
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Press β¨οΈ Enter to execute the command.
β¦ Add-Ons Menu
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Select a task or paragraph.
βClick the β Add-Ons button on the right β‘ π€ AI Agent.
βChoose a custom agent command from the list.
Open the chat box (see the previous sections).
βChoose an agent from the drop-down at the top.
β(optional) Click the βΊ π€ button to invite people to the conversation.
βType a prompt to start a conversation.
π‘ Note: When you start a shared AI 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.β Read our guide to the AI Agent Chat for Teams to learn more.
β¦ Agent Toolbar
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Create agents following the steps in this article.
βAgents will be added to a sidebar on the right.
βClick avatars in the sidebar to interact with your agents.
βTo hide the sidebar, click profile image β‘ β’ Hide Agent Sidebar.
π‘ Note: You can decide if the agent should provide answers based on general knowledge or pull information from the active project. Open an agent inside a project using the Agent Toolbar (1), and click the drop-down next to the Commands button (2) at the bottom of the chat to change the setting (3).
β¦ Agent Responses
Use quick chat actions to make the most of conversations with your agents:
Click the β¨ Plus button to add the output to:
ββ An existing project
βπ Agent knowledge
Click the π Copy button to save the output to the clipboard.
Click the π Create new button use the output:
βπ In a new project
βπ± As a seed for AI Project Studio
βIn an π Automation Flow
β¦ Bulk Commands
You can apply custom commands to multiple tasks/paragraphs using multi-select.
Go to your project and select multiple tasks/paragraphs.
βClick the π€ AI Agent button in the main toolbar.
βChoose a custom command from the list.
β¦ Response Language
AI responds in the language of a prompt. You can change that in several ways:
Method 1: Use the language selector:
βSelect your agent in the Agents tab or use a template.
βNavigate to the General tab.
βScroll down and click the Language drop-down.
βChoose a language and click Update to save the changes.
β
Method 2: Specify language in the prompt:
βe.g. "Respond in Spanish: What's the weather like in Madrid?"
Method 3: Provide context in the target language:
βe.g. "ΒΏCΓ³mo estΓ‘ el clima en Madrid?"
Manage Your Agents
β¦ Agent Sidebar
The agent sidebar lists your agents within a workspace. Here's how to customize it:
Navigate to your workspace or folder.
βClick the β Manage agents button.
Hover the cursor over any of your agents.
βClick the start next to the agent's name to add it to the sidebar.
β
Click & hold an icon representing an agent to reorder it.
βRelease the mouse button to drop the agent in its new place.
β¦ Search AI Agents
You can quickly find the right agent for the job with the search feature.
Open the Agent Sidebar (see the previous section).
βType the name of the agent you're looking for in the search bar.
Share AI Agents
Want to share your custom agent with your team? Here's how to get started.
β¦ Public Access
Navigate to the π€ Agents tab.
βHowever the mouse cursor over an agent.
βClick the Share Agent button on the right.
Enable the Public access toggle.
You can now customize the public agent:
βMode: Choose the level of interactions with the agent.
βCopy Knowledge: Decide if you want to allow others to copy agent knowledge.
βHide Branding: Remove Taskade branding in the agent footer.
βTheme: Select light, dark, or automatic theme.
βBackground: Select or upload a custom background.
Finally, you can copy the agent link or embed code:
βClick Copy link to share a direct link.
βClick Copy code to embed the agent on your website.
β¦ Save Shared Agents
You can save any agent somebody shared with you:
β
Follow the link and click Copy agent (bottom-right corner).
Choose the workspace or folder where you want to add the agent.
β¦ Copy Agent
You can copy your agents across workspaces and folders:
Create a custom agent following the steps in the previous sections.
βNavigate to the π€ Agents tab and choose your custom AI agent.
βClick the three dots Β·Β·Β· next to an agent.
βClick Copy and select the target workspace/folder.
Decide if you want the agent to retain its knowledge.
βSelect the target workspace/folder.
Advanced Agent Actions
Have you already mastered the basics? Explore advanced agent workflows next.
You can use your custom AI agents and Taskade AI commands in automation flows to put your projects on autopilot.
Go to the Automations tab in your workspace or folder.
βClick the β Add automation button.
β(optional) Use one of the available templates.
β
Click β Add Trigger and choose a trigger from the drop-down list.
βClick β 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.
βAdd the input you want the agent to process.
π‘ Note: Visit our Automation Guide to learn more.
β¦ Multi-AI Agents
Scaling up your projects? Deploy multiple AI agents simultaneously, each with unique knowledge, skills, and role to play in your workflow.
π‘ Note: Read the Multi-AI Agents guide to learn more.
Select the first task you want your agent to work on.
βType / + custom command associated with your agent.
βYou don't need to type the entire command.
β
Press β¨οΈ Enter to execute the command.
βClick anywhere in the project to minimize the agent window.
βRepeat steps 1-3 to assign the agent to additional tasks.
βClick the agent name underneath a task to see the results.
π 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