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Custom AI Agents
Custom AI Agents

Create custom AI agents to automate tasks and boost productivity.

Updated over a week ago

Overview

◦ 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.

💡 Note: Custom AI Agents are part of Taskade AI. Jump here to learn more.

◦ 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.
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  • You spend over two hours a week on particular activities.
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  • You perform tasks that can be easily automated or follow a set pattern.
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  • You need to streamline processes to focus on more strategic work.

Still trying to decide? Here are a few things agents can help you with:

🤹‍♂️ Area

✅ 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

Create Custom Agents

The process of creating an AI agent takes less than a few minutes.

◦ 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 ➕ Create agent to open the agent creator.

  • Method 1: Use the AI Agent Generator.
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  • Method 2: Create from scratch (see detailed steps below).
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  • Method 3: Use one of the available agent templates.

◦ Start From Scratch

Step 1: Fill Out General Details

Think of each AI agent as a digital team member — it can have a unique name, skills, set of objectives, and even a tone of voice it will use in conversations.

  1. Choose the General tab on the left and add agent details:
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    • Name: A unique name will help you identify your AI agent.
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    • Description: Describe the core behavior and personality of your agent.
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    • Persona: Give your agent a unique personality.
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    • Tone: Tailor agent interactions with a specific tone of voice.
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    • Tools: 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.

  1. Choose the Knowledge tab in the sidebar on the left.
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  2. Enable the Knowledge toggle on the right.
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  3. Use one of the available options to train your agent:
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    • 🤏 Drag & drop: Drag files from your device to upload.
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    • 📄 Add Media: Choose files from the Media Manager.
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    • 📄 Add Project: Select projects from a workspace/folder (see below).
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    • 🌐 Add link: Choose external resources like websites and blogs (see below).
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    • 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.
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    • 📦 Add with Google Drive, Dropbox, or Box
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  4. The agent will use the source to provide contextual answers to your queries.

💡 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.

  1. Choose the Commands tab on the left.
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  2. Click ➕ New command and define the prompts:
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    • 🔤 Name: This will pop up when you type / + "command name".
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    • ⏩ Prompt: Define the behavior of the custom command.
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    • 🚦 Comand Mode: Decide how the agent should approach tasks.
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      • 🟢 Default: Agent operates based on your prompt without setting goals.
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      • 🔵 Plan & Execute: Agent sets structured goals based on your prompt.
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  3. Click Create to save the changes.

💡 Note: Not sure where to start? Visit our Guide to Writing Agent Prompts.

◦ Generate with AI

The AI Agent Generator lets you instantly generate AI agents for any task.

💡 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.
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  • (method #2) Choose one of the prompt examples.

  • Hit ⌨️ Enter and wait for the generator to finish.
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  • Click Create & Launch Agent to add the agent to the Agents tab.

◦ 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:

  1. Go to the 🔧 Tools tab in the sidebar on the left.
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  2. Click ➕ Add tool and choose one of the available options.
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  3. Prompt the agent to use a specific tool during a conversation, e.g.
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    • "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.'"

💡 Note: Visit Tools for AI Agents for a full list of tools.

◦ 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.

💡 Note: Visit our AI Teams guide to learn more.

  1. Navigate to the AI Teams menu in your workspace/folder.
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  2. Click ➕ Create Team.
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  3. Customize your AI team.
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    • 🔤 Choose a name for the team.
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    • 👥 Add individual AI agents.

◦ 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:

  1. Go to the Agents tab at the top of your workspace/folder.
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  2. Pick one of the available templates.
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  3. Click Create to save the new agent.
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  4. (optional) Customize the new agent.

◦ Customize Agents

With your agent in place, you can now customize it:

  1. Open the Agents tab again and select your AI agent.
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  2. Click ··· next to an agent and select ✏️ Edit agent from the list.

Interact with AI Agents

There are several ways you can use your custom AI agents.

◦ Agent Chat
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  1. Navigate to the Agents tab.
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  2. Select your custom AI agent.
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  3. Click ➕ New chat and start a conversation.
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  4. Click Copy to save the output.

💡 Note: Type "/" to show the list of custom agent commands in the chat.

◦ Custom Commands
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  1. Open a project in the workspace/folder where you created the agent.
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  2. Type / + the name of your custom command, e.g. "/task breakdown"
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    • You don't need to type the entire command.
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  3. Press ⌨️ Enter to execute the command.

◦ Add-Ons Menu
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  1. Select a task or paragraph.
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  2. Click the ➕ Add-Ons button on the right ➡ 🤖 AI Agent.
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  3. Choose a custom agent command from the list.

◦ Shared Agent Chats

  1. Open the chat box (see the previous sections).
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  2. Choose an agent from the drop-down at the top.
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  3. (optional) Click the ⁺ 👤 button to invite people to the conversation.
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  4. Type a prompt to start a conversation.

💡 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.​ Read our guide to the AI Agent Chat for Teams to learn more.

◦ Agent Toolbar
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  • Create agents following the steps in this article.
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  • Agents will be added to a sidebar on the right.
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  • Click avatars in the sidebar to interact with your agents.
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    • To hide the sidebar, click profile image ➡ ▢ Hide Agent Sidebar.

💡 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).

◦ Agent Responses

Use quick chat actions to make the most of conversations with your agents:

  • Click the ⨁ Plus button to add the output to:
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    • ➕ An existing project
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    • 📓 Agent knowledge

  • Click the 📑 Copy button to save the output to the clipboard.

◦ Bulk Commands

You can apply custom commands to multiple tasks/paragraphs using multi-select.

  1. Go to your project and select multiple tasks/paragraphs.
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  2. Click the 🤖 AI Agent button in the main toolbar.
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  3. Choose a custom command from the list.

◦ Response Language

AI responds in the language of a prompt. You can change that in several ways:

  • Method 1: Use the language selector:
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    • Select your agent in the Agents tab or use a template.
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    • Navigate to the General tab.
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    • Scroll down and click the Language drop-down.
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    • Choose a language and click Update to save the changes.
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  • Method 2: Specify language in the prompt:
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    • e.g. "Respond in Spanish: What's the weather like in Madrid?"

  • Method 3: Provide context in the target language:
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    • e.g. "¿Cómo está el clima en Madrid?"

Manage Your Agents

◦ Agent Sidebar

The agent sidebar lists your agents within a workspace. Here's how to customize it:

  • Navigate to your workspace or folder.
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  • Click the ⊞ Manage agents button.

  • Hover the cursor over any of your agents.
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  • Click the start next to the agent's name to add it to the sidebar.
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  • Click & hold an icon representing an agent to reorder it.
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  • Release the mouse button to drop the agent in its new place.

◦ 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).
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  • Type 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.

◦ Public Access

  • Navigate to the 🤖 Agents tab.
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  • However the mouse cursor over an agent.
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  • Click the Share Agent button on the right.

  • Enable the Public access toggle.

  • You can now customize the public agent:
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    • Mode: Choose the level of interactions with the agent.
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    • Copy Knowledge: Decide if you want to allow others to copy agent knowledge.
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    • Hide Branding: Remove Taskade branding in the agent footer.
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    • Theme: Select light, dark, or automatic theme.
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    • Background: Select or upload a custom background.

  • Finally, you can copy the agent link or embed code:
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    • Click Copy link to share a direct link.
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    • Click Copy code to embed the agent on your website.

◦ Save Shared Agents

You can save any agent somebody shared with you:
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  • Follow the link and click Copy agent (bottom-right corner).

  • Choose the workspace or folder where you want to add the agent.

◦ Copy Agent

You can copy your agents across workspaces and folders:

  • Create a custom agent following the steps in the previous sections.
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  • Navigate to the 🤖 Agents tab and choose your custom AI agent.
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  • Click the three dots ··· next to an agent.
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  • Click Copy and select the target workspace/folder.

  • Decide if you want the agent to retain its knowledge.
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  • Select the target workspace/folder.

Advanced Agent Actions

Have you already mastered the basics? Explore advanced agent workflows next.

◦ AI Agent Automation

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.
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  • Click the ➕ Add automation button.
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    • (optional) Use one of the available templates.
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  • Click ➕ Add Trigger and choose a trigger from the drop-down list.
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  • Click ➕ 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.
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  • Add the input you want the agent to process.

💡 Note: Visit our Automation Guide to learn more.

◦ Multi-AI Agents

Scaling up your projects? Deploy multiple AI agents simultaneously, each with unique knowledge, skills, and role to play in your workflow.

💡 Note: Read the Multi-AI Agents guide to learn more.

  1. Select the first task you want your agent to work on.
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  2. Type / + custom command associated with your agent.
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    • You don't need to type the entire command.
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  3. Press ⌨️ Enter to execute the command.
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  4. Click anywhere in the project to minimize the agent window.
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  5. Repeat steps 1-3 to assign the agent to additional tasks.
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  6. Click the agent name underneath a task to see the results.

😊 Helpful Links

🤖 Taskade AI Essentials

  1. Generate projects with AI

  2. Deploy custom AI Agents

  3. Train AI Agents for any task

  4. Automate your workflows

  5. Create expert AI teamsde.com/contact

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