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Custom AI Agents (Mobile)

Build & train AI agents for any task.

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.

💡 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

  • Open the Taskade app and navigate to a workspace or team.
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  • Tap the ➕ Create New button (bottom-right) → AI Agent.

📋 In This Article

  • Overview

  • Create a Custom Agent

  • Customize Your Agent

  • Add/Edit Agent Commands

  • Set Agent Tone

  • Add Agent Knowledge

  • Edit, Copy, or Delete an Agent

  • Choose a Language for AI Responses

  • Use AI Agents

  • Add and Enable Agent Tools

  • AI Agents Use Cases

  • 🤖 Taskade AI Essentials

  • Choose one of the available options:
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    • (1) Name your agent ➡ tap Create to start from scratch.
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    • (2) Choose a template ➡ tap Create.
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    • (optional) Choose the workspace (3) where you want to create the agent.
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  • Customize your agent (see the next section).

Customize Your Agent

  • Go to the 🤖 Agents tab in your workspace/team.
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  • Tap the three dots ··· next to the agent you want to edit.
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  • Choose Edit agent from the drop-down list.

  • Use the tabs to edit your agent:
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    • (1) Knowledge: Fine-tune the agent using documents and other resources.
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    • (2) Tools: Give the agent access to powerful tools and platforms.
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    • (3) Commands: Define custom commands for different projects and tasks.

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 (see Customize Your Agent).​
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  • Tap the three dots ··· next to the agent you want to edit.
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  • Choose Edit agent from the drop-down list.
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  • Go to the Commands tab (3) → browse the custom commands.

  • (1) Tap Add Command to create a new agent command.
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  • (2) Tap any of the commands to edit it.
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    • (1) 🔤 Name: This will pop up when you type / + "command name".
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    • (2) ⏩ Prompt: Define the behavior of the custom command.
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    • (3) 🚦 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.

  • Tap Save (top-right corner) to update/add a command.

Set Agent Tone

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

  • Go to the 🤖 Agents tab in your workspace/folder (see Customize Your Agent).​
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  • Tap the three dots ··· next to the agent you want to edit.
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  • Choose Edit agent from the drop-down list.
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  • Tap the pencil button next to your agent's avatar.

  • 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 🤖 Agents tab in your workspace/folder (see Customize Your Agent).​
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  • Tap the three dots ··· next to the agent you want to edit.
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  • Choose Edit agent from the drop-down list.
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  • Go to the Knowledge tab (1).


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  • Toggle the Enable knowledge slider on.
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  • Choose one of the available options to add agent knowledge:
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    • Upload File: Upload files & documents from your device.
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    • Add from media: Choose from previously uploaded documents.
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    • Add Link: Add knowledge from a URL.
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    • 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

  • Go to the 🤖 Agents tab in your workspace/team.
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  • Tap the three dots ··· next to the agent you want to edit.
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  • Choose one of the available option from the drop-down list.

💡 Note: You can also Star an agent to keep it at the top of the 🤖 Agents tab.

Choose a Language for AI Responses

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

(method 1) Choose the language in the General tab.
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  • Go to the Agents tab in your workspace.
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  • Tap ··· → Edit Agent.
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  • Tap the pencil icon next to your agent's avatar.

  • Tap Tone and select one of the available tones.

  • (method 2): Specify the language in the prompt.
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    • e.g. "Respond in Spanish: What's the weather like in Madrid?"
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  • (method 3): Provide context in the target language.
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    • 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:
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    • Go to the 🤖 Agents tab in your workspace/team.
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    • Tap your custom AI agent.
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    • Start a conversation and ask your agent questions.

💡 Note: Tap the / button in the agent chat to call custom agent commands.

  • (method 2): Use custom agent commands:
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    • Open a project in the workspace/folder where you created the agent.
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    • Select a task and tap the robot icon 🤖 in the main toolbar.

      • Select the AI agent you want to use commands from.

      • You can also type / + name of a command.
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    • Choose a command from the pop-up menu.

  • (method 3): Use AI Agent assistant:
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    • Open a project in the workspace/folder where you created the agent.
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    • Select a task and tap the robot icon 🤖 in the main toolbar (1).

    • Select an AI Agent (2).

    • Type in your prompt into the chat box (3).

💡 Note: Using AI Agent assistant allows the agent to interact with the project itself - reading, adding, or changing tasks directly.

Add and Enable Agent Tools

Agent Tools are integrated add-ons that augment the capabilities of your custom AI agents. They allow agents to interact with Taskade projects and 3rd party apps.

💡 Note: Visit Tools for AI Agents to learn more.

To add a tool to your agent:

  • Go to the AI Agents tab in your workspace/team.
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  • Tap ··· next to your agent → Edit agent.

  • Go to the Tools menu. Here, you can do several things:
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    • + Add Tool: Add new tools to your AI agent.
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    • Manage: Enable/disable tools or modify their settings.

  • To add a tool, tap ➕ Add Tool → choose a tool(s) from the list.
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  • Once you're done adding tools, tap Save.

  • To manage agent tools, tap a tool under Manage:
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    • Enable/Disable the tool using the toggle at the top.
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    • Set approval the tool to Manual/Automatic mode.
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    • Connect your tool accounts.
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    • Remove tools from the agent.

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

🚀 Start Building

Create something new with Taskade →

🌐 Explore the Community

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😊 Helpful Links

Agent Teams on Mobile

Create and manage Agent Teams directly from your mobile device. Assign multiple AI agents to collaborate on tasks — each agent can have its own role, knowledge base, and tools. Agent Teams on mobile support the same orchestration modes as desktop: sequential, parallel, and supervisor-delegated. Introduced in v6.27.

🤖 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 teams

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