Taskade AI Agents

🤖 Meet Your New Superpower: AI Agents!

🌟 Ever wished for a super-smart buddy who’s always there to help?

Custom AI Agents are transforming how we approach tasks and projects. Whether you’re flying solo or teaming up, Taskade AI Agents are ready to sprinkle some magic on your tasks.

What Are Custom Agents?

AI Agents are specialized tools designed to automate routine activities like research, task management, and content creation. Create custom AI Agents and use them in your projects to work 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.
   • (method #1) Start from scratch:
     • Create a unique name for your custom agent.
     • Select an avatar or upload your own.
   • (method #2) Use one of the available agent templates.
3. Click Create to save the new agent.

Use AI Agent Templates

Taskade features a collection of AI agent templates designed for various use cases. Each agent template has a unique personality and set of commands. To use agent templates:

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

Fill Out General Details

Every agent 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 AI 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.

💡 Note: Visit Custom Agent Prompts for detailed instructions.

Enable Tools and Plugins

Give your agents the right set of tools to get the job done:

Train Your Agent

You can train agents using uploaded files (.pdf, .doc, .txt), web resources, and YouTube videos:

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. Use one of the available options to train your agent:
   • 🤏 Drag & drop: Drag files from your device to upload.
   • 📄 Add from media: Choose files from the Media Manager.
   • 🌐 Add link: Choose external resources like websites and blogs.
   • 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.
5. The agent will use the source to provide contextual answers to your queries.

💡 Note: You need to upload files and documents into a project to see them inside the Media Manager. Visit 📎 Upload Files / Attachments to learn more.

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.

💡 Note: Not sure where to start? Check the 🗂️ Prompt Library for ideas.

Choose a Language for AI Responses

AI responds in the language of the prompt or context. Here’s how to change the output language:

• (method #1) Specify language in the prompt.
  • e.g. “Respond in Spanish: What’s the weather like in Madrid?”
• (method #2) Provide context in the target language.
  • 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:
  1. Navigate to the Agents tab.
  2. Select your custom AI 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 / + thename 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 AI Agents

Scaling up your projects? Taskade allows you to deploy multiple AI 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.

Share AI Agents

Want to share your custom agent with your team? Follow these steps:

1. Create a custom agents following the steps in the previous sections.
2. Navigate to the 🤖 Agents tab and choose your custom AI agent.
3. Click the ✎ Edit agent button in the top-right corner.
4. Click Share button in the top-right corner.
5. Enable Public access in the top-right.
6. Copy the agent link using the ⧉ button.
7. Share the agent link to other users

Copy Agents to Workspace / Folder

You can copy your agents across workspaces and folders:

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

AI Agents Use Cases

The world of AI agents is like a playground so let your imagination run wild! Simple tasks or complex solutions, here are a few ideas you can try first:

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