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Custom AI Agents (Mobile)
Custom AI Agents (Mobile)

Create and manage custom AI agents on mobile to automate tasks and workflows.

Updated over 2 months ago

What Are Custom Agents?

Taskade AI Agents are designed to automate routine activities like research, task management, and content creation. You can create a team of custom AI agents, each with a unique personality, skills, and knowledge, and access them on all your devices, including iOS and Android.

💡 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

  1. Open your workspace and tap the 🤖 Agents tile at the top.
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  2. Tap ➕ Create agent to open the agent creator.
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  3. Choose a template or select Blank to start from scratch.
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  4. Tap Create in the top-right corner.
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    • Create a unique name for your custom agent.
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    • Tap the robot icon to select an avatar or upload your own.
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    • Set the Tone for the default agent output (see next section).
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    • Tap Create in the top-right corner to save the new agent.

Set Agent Tone

You can change the tone of your custom AI agents — whether you prefer a friendly chat or a more formal conversation — to match exactly how you like to communicate.

  1. Open your workspace and tap the 🤖 Agents tile at the top.
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    • (method #1) Tap the pencil icon ✏️ next to an existing agent.
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      • Scroll down in the General tab and tap the Tone button.
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      • Choose a target tone from the drop-down list.
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    • (method #2) Tap ➕ Create agent to open the agent creator.
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      • Choose a template or select Blank to start from scratch.
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      • Tap Create in the top-right corner.
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      • Scroll down and tap the Tone button.
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      • Choose a target tone from the drop-down list.
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Add and Edit Agent Commands

Each agent can have multiple custom commands you can use in the project editor.

  1. Tap the 🤖 Agents tile again.
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  2. Tap the ✏️ pencil icon next to your agent.
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  3. Go to the Commands tab at the top.
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  4. Choose an existing command or tap ➕ Add Command and fill in the details:
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    • Name: The name of the command accessible via / commands.
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    • Prompt: The action you want the agent to execute.
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    • ✔️ Background Task: Toggle on for long-running, multi-level tasks.
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    • 🧭 Web Search: Toggle on to give your agent access to the Internet.

💡 Note: Not sure where to start? Check Custom Agent Instructions for ideas.

Upload Agent Knowledge

You can use your files & documents or external resources to train your agents:

  1. Tap the 🤖 Agents tile again.
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  2. Tap the ✏️ pencil icon next to your agent.
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  3. Go to the Knowledge tab at the top.
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  4. Toggle the Enable knowledge slider on.
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  5. 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.

Set Background Tasks

Agents can perform multiple complex tasks in the background.

  1. Tap the 🤖 Agents tile again.
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  2. Tap the ✏️ pencil icon next to your agent.
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  3. Go to the Commands tab at the top.
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  4. Choose an existing command or tap ➕ Add Command and fill in the details.
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  5. Toggle on ✔️ Background Task for long-running, multi-level tasks.

Edit, Copy, or Delete an Agent

  1. Tap the 🤖 Agents tile again.
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  2. Tap the three dots ··· next to your agent.
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    • Tap ✏️ Edit agent to modify agent settings.
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    • Tap 📋 Copy agent to copy the agent to a different workspace/folder.
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    • Tap 🗑️ Delete to remove the agent from your workspace/folder.

Choose a Language for AI Responses

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

  • (method 1): 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 2): 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 the Agent

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

  • (method 1): Chat with the agent:
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    1. Tap the 🤖 Agents tile.
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    2. Select your custom AI agent.
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    3. Start a conversation and ask your agent questions.

  • (method 2): Use custom agent 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. Choose a command from the pop-up menu.

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AI Agents Use Cases

From simple tasks to complex solutions, here are a few ideas to spark your imagination:

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

😊 Helpful Links

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