> For the complete documentation index, see [llms.txt](https://docs.taskade.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.taskade.com/ai-features/ai-features/ai-agents-getting-started.md).
# AI Agents Getting Started
Transform your workspace with smart AI assistants that understand your business and can handle tasks automatically!
## What are AI Agents?
AI Agents are specialized assistants designed to automate activities like research, data analysis, and content creation. Learn more about [Taskade AI Agents](https://www.taskade.com/agents) and what they can do for your team. Think of them as smart team members who:
* 🧠 **Learn your business** by reading your documents and projects
* 🤖 **Answer questions** about your work and processes
* ⚡ **Take actions** like creating tasks, sending emails, or updating spreadsheets
* 🔄 **Work 24/7** without breaks, weekends, or vacations
* 🎯 **Specialize in specific roles** like marketing, legal, customer service, or research
**Real example:** Your "Customer Service Agent" can instantly answer questions about your products, create support tickets, and even draft response emails - all based on your existing knowledge base.
### What Can AI Agents Help 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 discussions
• Recommend next steps
• Extract action items
|
| **Creative Assistance** | • Offer writing/editing aid
• Generate content ideas
• Review and improve copy
|
## When Should You Create an AI Agent?
Create an agent if you:
✅ **Repeat the same tasks** multiple times per week\
✅ **Spend 2+ hours weekly** on similar activities\
✅ **Answer the same questions** over and over\
✅ **Need help** with research, writing, or analysis\
✅ **Want to streamline** team processes
## Industry-Specific AI Agent Examples
### Legal Teams
**Custom AI Agents for Legal Practice:**
{% hint style="success" %}
Legal AI agents can automate document review, conduct legal research, and manage cases efficiently, saving lawyers significant time on routine tasks while maintaining accuracy and compliance.
{% endhint %}
**Legal Agent Capabilities:**
* **Document Review**: Analyze contracts, briefs, and legal documents for key clauses and potential issues
* **Legal Research**: Search through case law, statutes, and legal precedents
* **Case Management**: Track deadlines, court dates, and document filing requirements
* **Client Communication**: Draft responses to common legal inquiries
* **Compliance Monitoring**: Stay updated on regulatory changes and requirements
**Training Your Legal Agent:**
**Document Types to Include:**
* Legal case documents and court filings
* Legal research materials and annotations
* Statutes, regulations, and legislative history
* Citation guidelines and legal journal articles
* Argumentation and negotiation materials
* Precedent-setting case laws and historical documents
* Legal textbooks, treatises, and specialized databases
**Legal Agent Templates:**
* **👩⚖️ Legal Advisor**: General legal guidance and document analysis
* **📋 Contract Reviewer**: Specialized in contract analysis and risk assessment
* **🔍 Research Assistant**: Legal research and case law analysis
* **⚖️ Compliance Monitor**: Regulatory compliance and updates
### Healthcare Teams
**Medical AI Agents for Healthcare Professionals:**
**Healthcare Agent Capabilities:**
* **Patient Documentation**: Assist with medical record organization and analysis
* **Research Support**: Find latest medical research and treatment protocols
* **Compliance Assistance**: Help maintain HIPAA and regulatory compliance
* **Scheduling Optimization**: Coordinate appointments and resource allocation
### Marketing Teams
**Marketing AI Agents for Campaign Management:**
**Marketing Agent Capabilities:**
* **Content Creation**: Generate blog posts, social media content, and marketing copy
* **Campaign Analysis**: Analyze performance metrics and suggest optimizations
* **Audience Research**: Identify target demographics and market trends
* **Competitive Intelligence**: Monitor competitor activities and strategies
### Customer Service Teams
**Support AI Agents for Customer Experience:**
**Customer Service Agent Capabilities:**
* **Ticket Routing**: Automatically categorize and prioritize support requests
* **Knowledge Base**: Provide instant answers to common customer questions
* **Escalation Management**: Identify when to escalate issues to human agents
* **Customer Feedback**: Analyze feedback patterns and suggest improvements
## Create Your First AI Agent in 5 Steps
### Step 1: Go to the Agents Tab
1. Open your Taskade workspace
2. Click the **🤖 Agents** tab at the top
3. Click **➕ Create agent**
### Step 2: Choose How to Create Your Agent
Pick the best option for you:
**🎯 Describe What You Need** (Recommended for beginners)
* Simply tell Taskade what you want your assistant to do
* We'll build it automatically for you
* Works great for common business tasks
**🛠️ Build It Yourself**
* Create a custom assistant with specific abilities
* You decide exactly how it behaves and responds
* Best when you have unique requirements
**📋 Pick from Ready-Made Templates**
* Choose from assistants for Marketing, Support, HR, and more
* They're ready to work immediately
* You can customize them anytime
**👥 Use Community Templates**
* Browse assistants created by other businesses
* Copy the ones that work for your needs
* Learn from successful setups
### Step 3: Tell Your Assistant What to Do
Give your AI assistant a clear role and personality - just like hiring a new team member:
**Name:** Make it memorable and relevant\
\&#xNAN;*Examples: "Sarah - Customer Success", "Marketing Mike", "Data Dave"*
**Description:** Explain what your agent does\
\&#xNAN;*Example: "You are a customer success specialist who helps clients get the most value from our product. You're friendly, knowledgeable, and always focused on solving problems."*
**Tone:** Choose how your agent should communicate
* Friendly and casual
* Professional and formal
* Creative and inspiring
* Direct and efficient
### Step 4: Train Your Agent with Knowledge
Make your agent smart by giving it information:
**📄 Upload Documents**
* Drag and drop PDFs, Word docs, spreadsheets
* Include product manuals, processes, FAQs
* Add training materials and guidelines
**🌐 Add Websites**
* Your company website and blog
* Competitor information
* Industry resources and news
**📋 Connect Projects**
* Link existing Taskade projects as knowledge
* Agent learns from your current work
* Stays updated as projects change
**🎥 YouTube Videos**
* Training videos and tutorials
* Product demos and presentations
* Industry webinars and conferences
### Step 4.5: Choose Your AI Model
Select the right AI model based on your needs:
| Model | Speed | Complexity Handling | Best For |
| --------------------------- | --------- | ------------------- | --------------------------------------------- |
| **Pro (GPT-4o)** | Medium | ⭐⭐⭐⭐⭐ | Deep reasoning, accurate data analysis |
| **Standard (GPT-4o mini)** | Fast | ⭐⭐⭐⭐☆ | Balanced performance, good context handling |
| **Pro (GPT-4.1)** | Medium | ⭐⭐⭐⭐⭐ | High-end reasoning, coding, and task planning |
| **Standard (GPT-4.1 mini)** | Fast | ⭐⭐⭐⭐⭐ | Complex workflows with fast responses |
| **Basic (GPT-4.1 nano)** | Very Fast | ⭐⭐⭐☆☆ | Lightweight LLM usage, quick queries |
| **Advanced (o4-mini)** | Fast | ⭐⭐⭐⭐☆ | Fast processing for moderately complex tasks |
| **Standard (o4-mini)** | Very Fast | ⭐⭐⭐☆☆ | Speed-priority tasks with decent reasoning |
| **Basic (o4-mini)** | Fastest | ⭐⭐☆☆☆ | Ultra-fast, low-load tasks |
| **Advanced (o3-mini)** | Fast | ⭐⭐⭐⭐☆ | Data-heavy tasks |
| **Standard (o3-mini)** | Very Fast | ⭐⭐⭐☆☆ | Quick responses, simple tasks |
| **Basic (o3-mini)** | Fastest | ⭐⭐☆☆☆ | Minimal processing, fast for easy tasks |
## 🧠 Understanding Agent Knowledge & Memory
Your agent's knowledge is what makes it truly powerful for your business. This is the foundation that powers Genesis apps - your workspace's living DNA.
### Types of Agent Memory
#### **Session Memory**
* Remembers conversation context during a chat
* Maintains topic continuity
* Resets when conversation ends
#### **Knowledge Memory**
* Permanent information from uploaded documents
* Your business-specific data and processes
* Forms the core intelligence for Genesis apps
#### **Project Memory**
* Live connection to your workspace projects
* Updates automatically as your data changes
* Powers the "living DNA" that makes each Genesis app unique
### Advanced Knowledge Training
#### **Bulk Training**
Upload multiple knowledge sources at once:
* Multiple files simultaneously
* Several web links in one batch
* Connect multiple projects together
* Perfect for comprehensive agent training
#### **Knowledge Formats Supported**
| **File Types** | **Web Resources** |
| ------------------------- | --------------------- |
| 📄 .pdf, .docx, .txt, .md | 🎥 YouTube videos |
| 📊 .xlsx, .csv | 📰 Blog articles |
| 📋 .pptx | 🐦 Social media posts |
| 📚 .epub | 📰 News websites |
#### **Knowledge Management Best Practices**
* **Review sources** regularly for relevance
* **Update documents** when business information changes
* **Remove outdated** resources to maintain accuracy
* **Test knowledge** by asking your agent questions
* **Monitor performance** and refine training data
### Step 5: Create Custom Commands
Give your agent specific skills with custom commands:
**Examples for a Sales Agent:**
* `/qualify-lead` - Analyze if a prospect is worth pursuing
* `/write-proposal` - Generate a custom proposal
* `/follow-up` - Create follow-up email sequences
**Examples for a Support Agent:**
* `/troubleshoot` - Help diagnose customer problems
* `/escalate` - Determine when to involve a human
* `/knowledge-search` - Find relevant help articles
## Popular Agent Types & Examples
### 🎯 Marketing Agent
**What it does:** Content creation, campaign ideas, market research\
**Sample prompt:** "Create a social media post about our new product launch"\
**Best for:** Content teams, social media managers, small businesses
### 📞 Customer Support Agent
**What it does:** Answer questions, troubleshoot issues, route tickets\
**Sample prompt:** "A customer can't log into their account. What should I tell them?"\
**Best for:** Support teams, customer success, help desks
### 📊 Data Analysis Agent
**What it does:** Interpret data, create reports, find insights\
**Sample prompt:** "Analyze this month's sales data and highlight key trends"\
**Best for:** Analytics teams, managers, business owners
### ✏️ Content Writing Agent
**What it does:** Blog posts, emails, documentation, copywriting\
**Sample prompt:** "Write a blog post about the benefits of remote work"\
**Best for:** Content creators, marketers, communications teams
### 🔍 Research Agent
**What it does:** Gather information, summarize findings, competitive analysis\
**Sample prompt:** "Research the top 5 competitors in the project management space"\
**Best for:** Strategy teams, consultants, analysts
## Using Your AI Agent
### Method 1: Agent Chat
1. Go to the **Agents** tab
2. Select your agent
3. Click **➕ New chat**
4. Start asking questions or giving tasks
### Method 2: Project Integration
1. Open any project
2. Click the chat icon (💬) at the top right
3. Select your agent from the dropdown
4. Get help with that specific project
### Method 3: Quick Commands
1. In any project, type **/** followed by your command name
2. Example: `/write-summary` or `/analyze-data`
3. Press Enter to execute
### Method 4: Agent Sidebar
1. Click the **⊞ Manage agents** button
2. Star your favorite agents
3. Access them quickly from the right sidebar
## 📎 **Enhanced File Attachments**
TAA conversations now support rich file interactions with complete visibility and context.
### **Drag & Drop File Magic**
Simply drag any file directly into your TAA chat:
* **Images**: JPG, PNG, GIF, WebP - TAA analyzes visual content
* **Documents**: PDF, DOC, TXT - TAA reads and processes text
* **Spreadsheets**: CSV, Excel - TAA analyzes data and creates insights
* **Code Files**: Python, JavaScript, etc. - TAA reviews and suggests improvements
### **Visible File Context**
Files now appear directly alongside your messages instead of being hidden:
* **Chronological Organization**: See exactly when each file was shared
* **Visual Thumbnails**: Quick preview of images and documents
* **File Status Indicators**: Clear confirmation when files are processed
* **Conversation Flow**: Files integrate naturally with your discussion
### **Professional Use Cases**
**Document Analysis:**
```
You: [Attach quarterly_report.pdf] "Summarize the key findings and create action items"
TAA: "I've analyzed your Q3 report. Here are the 5 key findings..."
```
**Image Processing:**
```
You: [Attach screenshot.png] "What's wrong with this UI design?"
TAA: "Looking at your interface, I notice 3 usability issues..."
```
**Data Insights:**
```
You: [Attach sales_data.csv] "What trends do you see in this data?"
TAA: "Analyzing your sales data, I found these patterns..."
```
**Code Review:**
```
You: [Attach app.py] "Review this code for security issues"
TAA: "I've reviewed your Python code. Here are potential security concerns..."
```
### **File Management Features**
* **Rename Conversations**: Turn "Chat with TAA" into "Q3 Report Analysis"
* **File History**: Access previously shared files from conversation history
* **Cross-Reference**: TAA remembers files from earlier in the conversation
* **Batch Processing**: Upload multiple related files for comprehensive analysis
## Advanced Features
### Agent Tools
Give your agents superpowers by enabling tools:
**📝 Taskade Tools** - Create tasks, update projects, manage data\
**🌐 Web Search** - Find real-time information online\
**📧 Email Integration** - Send emails through Gmail\
**💬 Communication** - Post to Slack, Teams, Discord\
**📊 Data Tools** - Work with Google Sheets, databases\
**🔄 Automation** - Trigger workflows and processes
### Multi-Agent Teams (Advanced)
{% hint style="success" %}
Multi-Agent Teams deploy personalized AI assistants that work concurrently on multiple tasks in the background, allowing you to focus on strategic work while your AI team handles the details.
{% endhint %}
#### What Are Multi-Agent Teams?
Multi-agents are an evolution of Taskade's agentic workflow designed to:
* **Work concurrently** on multiple tasks simultaneously
* **Execute in the background** while you focus on other priorities
* **Collaborate intelligently** with each agent bringing specialized expertise
* **Learn your preferences** and adapt to your communication style
* **Maintain context** across complex, multi-step workflows
#### Setting Up Your Multi-Agent Team
**Method 1: Build from Existing Agents**
1. Navigate to the **🤖 Agents** tab in your workspace
2. Select multiple existing agents with complementary skills
3. Use the **Team Builder** to combine them into a cohesive unit
4. Configure team communication and collaboration rules
**Method 2: Create New Team from Templates**
1. Go to **AI Teams** section
2. Click **➕ Create Team** → **From Template**
3. Choose from pre-built team configurations:
* **Marketing Team**: Content + Social Media + Analytics agents
* **Customer Success Team**: Support + Documentation + Training agents
* **Product Development Team**: Research + Design + Testing agents
* **Operations Team**: Logistics + Communication + Reporting agents
**Method 3: Custom Team Creation**
1. Start with the **AI Team Generator** (see below)
2. Describe your ideal team composition and goals
3. Let AI automatically configure specialized roles and behaviors
4. Fine-tune the team based on your specific requirements
#### Using Multi-Agent Teams in Projects
**Option 1: Agent Sidebar Integration**
* Access your multi-agent team through the persistent agent sidebar
* Agents work in the background with real-time updates
* Pre-trained on your knowledge base and third-party integrations
* Quick access without leaving your current project context
**Option 2: Bulk Task Assignment**
* Assign multiple tasks to your agent team simultaneously
* Each agent handles tasks within their area of expertise
* Automatic task distribution and progress tracking
* Consolidated reporting on team performance
**Option 3: Conversational Collaboration**
* Chat with your entire agent team as a unified group
* Agents collaborate on complex problems and provide comprehensive solutions
* Shared conversation history for context and continuity
* Team members can participate alongside AI agents
#### Advanced Multi-Agent Features
**Memory and Context Management**
* **Short-term memory** for immediate conversation context
* **Long-term memory** for persistent knowledge and preferences
* **Cross-agent knowledge sharing** for improved collaboration
* **Conversation history** for iteration and refinement
**Iterative Output Development**
* Browse complete conversation histories
* Refine and improve outputs through multiple iterations
* Learn from previous interactions and feedback
* Build upon successful approaches and templates
**Team Communication and Sharing**
* Shared agent chats for team-wide collaboration
* Real-time collaboration on problem-solving
* Collective brainstorming and idea generation
* Distributed AI insights accessible to all team members
#### Managing Multi-Agent Teams
**Copy and Duplicate Teams**
* Save successful team configurations as templates
* Duplicate teams for similar projects or client work
* Share team setups across workspaces and organizations
* Version control for team configuration changes
**Sharing and Collaboration**
* Share agent teams with team members and stakeholders
* Granular permission controls for team access
* Public sharing options for community contributions
* Template marketplace for proven team configurations
#### Popular Multi-Agent Team Examples
| **Team Type** | **Agent Composition** | **Use Cases** |
| ------------------------------- | ----------------------------------------------------------------- | ---------------------------------------------------------------- |
| **Content Marketing Team** | Content Strategist + SEO Specialist + Social Media Manager | Blog posts, social campaigns, content calendars |
| **Customer Success Team** | Support Agent + Documentation Specialist + Training Coordinator | Onboarding, support tickets, knowledge base |
| **Product Launch Team** | Market Researcher + Copywriter + Analytics Expert | Product announcements, launch campaigns, performance tracking |
| **Research & Development Team** | Data Analyst + Technical Writer + Innovation Specialist | Competitive analysis, technical documentation, trend reports |
| **Operations Team** | Logistics Coordinator + Communication Manager + Reporting Analyst | Process optimization, team communication, performance dashboards |
### Human in the Loop Controls
For sensitive operations, multi-agent teams incorporate human oversight:
* **Action Approval**: Agents request permission before critical actions
* **Escalation Protocols**: Automatic human involvement for high-impact decisions
* **Audit Trails**: Complete logging of all agent actions and approvals
* **Override Capabilities**: Human ability to modify or stop agent processes
## Agent Tools & Integrations
### Enable Agent Tools
Agent Tools extend your multi-agent teams' capabilities by connecting to external services:
**Taskade Tools** - Create projects, update tasks, manage data **Web Search** - Find real-time information online **Email Integration** - Send emails through Gmail **Communication** - Post to Slack, Teams, Discord **Data Tools** - Work with Google Sheets, databases **Automation** - Trigger workflows and processes
## Best Practices
### Writing Good Prompts
✅ **Be specific:** "Write a welcome email for new customers" vs "Write an email"\
✅ **Give context:** Include relevant background information\
✅ **Set expectations:** Explain the tone, length, and format you want\
✅ **Provide examples:** Show the agent what good output looks like
### Training Your Agent
✅ **Start with quality content** - Upload your best documents first\
✅ **Update regularly** - Keep knowledge current and relevant\
✅ **Test thoroughly** - Try different questions to ensure good responses\
✅ **Iterate and improve** - Refine based on real usage
### Managing Multiple Agents
✅ **Specialize agents** - Give each one a clear, focused role\
✅ **Use descriptive names** - Make it easy to pick the right agent\
✅ **Organize by function** - Group similar agents together\
✅ **Share successful agents** - Let teammates copy your best configurations
## Troubleshooting
### Agent Giving Wrong Answers?
✅ Check if it has the right knowledge documents\
✅ Make sure information is up-to-date\
✅ Improve your questions - be more specific\
✅ Add more training examples to the knowledge base
### Agent Not Understanding Questions?
✅ Rephrase your question more clearly\
✅ Provide more context about what you need\
✅ Check if the agent has relevant knowledge about the topic\
✅ Try breaking complex questions into smaller parts
### Agent Actions Not Working?
✅ Verify tool permissions are enabled\
✅ Check if external services (Gmail, Slack) are connected\
✅ Make sure you approved any required actions\
✅ Look for error messages in the agent chat
## Next Steps
Ready to build your AI team?
1. **Start with one agent** - Pick your biggest time drain
2. **Train it well** - Upload quality knowledge and test thoroughly
3. **Use it daily** - The more you use it, the more time you save
4. **Expand gradually** - Add more agents as you see value
**Need inspiration?**
* [Browse the AI Agent Gallery](https://taskade.com/agents) for community examples
* [Watch tutorial videos](https://youtube.com/taskade) for step-by-step guides
* [Join our community](https://taskade.com/community) to share and learn
## 🚀 Next Steps
### **Build Without Permission**
You don't need permission to start. Not to ship. Not to define the system.
Your AI agents are just the beginning. Transform them into complete business applications with Genesis - the HyperCard moment for the AI era.
[**Read the Manifesto →**](https://www.taskade.com/blog/build-without-permission) - Build Without Permission
### **Build Genesis Apps with Your Agents**
Transform your AI agents into complete business applications. One prompt = one app. Your workspace = the backend. Your agents = the team.
* [**Genesis Getting Started →**](/taskade-genesis/genesis/getting-started.md) - Build your first app in 5 minutes
* [**Genesis Examples →**](/taskade-genesis/genesis/examples-and-templates.md) - See what others have built
### **Connect Agents to Automations**
Make your agents work automatically:
* [**Automation Getting Started →**](/automations/automation.md) - Put agents on autopilot
* [**Integration Guide →**](/automations/automation/integrations.md) - Connect to 100+ services
#### **Build Agent-Centric Automations**
Create automation workflows with your AI agents at the center:
**Access Agent Automation:**
1. Navigate to the **Agents** tab in your workspace/folder
2. Select an existing agent or create a new one
3. Click **Edit Agent** in the top-right corner
4. Go to the **Automation** tab on the left sidebar
**Create Agent Automation Flow:**
1. **Choose a connector** from available automation triggers
2. **Configure the trigger** to initiate your workflow
3. **Set up your agent** as the central processing component
4. **Add additional actions** before or after agent processing
5. **Test and deploy** your agent automation
**Supported Triggers for Agent Automations:**
* Task creation, updates, and completion events
* Project and folder activity triggers
* External service integrations (Gmail, Slack, etc.)
* Time-based and scheduled triggers
* Custom webhook and API triggers
**Agent Automation Benefits:**
* **Centralized Intelligence**: AI agents process and respond to complex scenarios
* **Seamless Integration**: Connect AI capabilities directly to business workflows
* **Autonomous Operation**: Agents handle sequences of tasks without manual intervention
* **Contextual Processing**: Maintain conversation context and memory across interactions
* **Scalable Automation**: Deploy intelligent workflows across multiple use cases
### **Advanced Knowledge Management**
Supercharge your agents with better knowledge:
* [**Knowledge Management Guide →**](/workspaces/workspaces/knowledge-management.md) - Organize information effectively
* [**Project Views →**](/workspaces/workspaces/project-views.md) - Structure data for AI understanding
## 🎯 Advanced Agent Features
### **Command Modes: How Your Agent Thinks**
Command modes dictate how your AI agents approach tasks - whether by following specific instructions or by autonomously setting goals and working towards them.
#### **Available Command Modes**
| Mode | Description | Best For | Example |
| --------------------- | ------------------------------------------- | ---------------------------------- | ----------------------------------------------------------- |
| **Default Mode** | Follows specific instructions directly | Simple, straightforward tasks | "Write an email to customer about order delay" |
| **Plan & Execute V1** | Creates a plan, then executes step by step | Complex multi-step tasks | "Increase sales revenue" → Agent creates strategy plan |
| **Plan & Execute V2** | Advanced planning with iterative refinement | Complex goals requiring adaptation | "Improve team productivity" → Agent analyzes, plans, adapts |
#### **When to Use Plan & Execute Modes**
**✅ Use Plan & Execute for:**
* Complex business problems without clear solutions
* Goals that require research and analysis
* Multi-step processes that need coordination
* Strategic planning and decision-making
**❌ Use Default Mode for:**
* Simple, direct tasks with clear instructions
* Quick responses and straightforward actions
* Tasks where you want specific output format
* Routine operations with established procedures
#### **Plan & Execute Examples**
**Example 1 - Specific Goal:**
```
Input: "I need strategies to increase sales revenue."
Agent Process:
1. Analyzes current sales data and trends
2. Researches market opportunities
3. Creates comprehensive strategy plan
4. Provides actionable recommendations
```
**Example 2 - Problem Statement:**
```
Input: "Our sales are declining."
Agent Process:
1. Investigates potential causes
2. Analyzes market conditions and competition
3. Develops diagnostic framework
4. Suggests targeted solutions
```
**Example 3 - Improvement Goal:**
```
Input: "I need advice on employee productivity improvement."
Agent Process:
1. Assesses current productivity metrics
2. Identifies bottlenecks and challenges
3. Researches best practices and solutions
4. Creates implementation roadmap
```
#### **Configuring Command Modes**
1. **Edit your agent** and go to the **Commands** tab
2. **Select a command** you want to modify
3. **Choose the command mode** from the dropdown
4. **Test the command** with sample input
5. **Adjust as needed** based on results
### **Bulk AI Commands: Process Multiple Tasks at Once**
Apply AI commands to multiple tasks simultaneously for efficient batch processing.
#### **How Bulk Commands Work**
1. **Select multiple tasks** in your project (hold Ctrl/Cmd while clicking)
2. **Right-click** or use the AI assistant panel
3. **Choose a bulk command** from the available options
4. **AI processes all selected tasks** with the same command
5. **Review and refine** results as needed
#### **Available Bulk AI Commands**
| Command | Action | Best For | Example |
| ------------------------------- | ------------------------------------- | -------------------------------------- | -------------------------------------------- |
| **🟪 Research** | Search the web to learn about topics | Market research, fact-checking | Research competitors for each product |
| **🟪 SEO** | Fetch top Google Search results | Content optimization, keyword research | Find SEO keywords for blog topics |
| **🟠 Summarize** | Shrink down long discussions or notes | Meeting notes, document reviews | Summarize customer feedback responses |
| **🟤 Turn into Action Items** | Convert ideas into actionable steps | Project planning, brainstorming | Turn feature requests into development tasks |
| **🟡 Prioritize** | Prioritize tasks based on importance | Task management, sprint planning | Rank support tickets by urgency |
| **🔴 Continue Writing** | Expand on existing content | Content creation, documentation | Expand product descriptions |
| **⚪️ Brainstorm** | Develop ideas in seconds | Creative projects, problem-solving | Generate marketing campaign ideas |
| **🔵 Rewrite** | Refine words for clarity and impact | Content editing, communication | Improve email templates |
| **🟢 Outline** | Turn ideas into structured plans | Project planning, content strategy | Create article outlines from topics |
| **🟥 Fix Spelling and Grammar** | Edit out mistakes | Content review, documentation | Clean up imported content |
#### **Custom Agent Bulk Commands**
You can also use your custom AI agent commands with multiple tasks:
1. **Create custom commands** in your agent settings
2. **Select multiple tasks** that need the same processing
3. **Choose your custom agent command** from the bulk options
4. **AI applies your specialized command** to all selected tasks
**Example Use Cases:**
* **Sales Agent**: Qualify multiple leads simultaneously
* **Content Agent**: Generate social media posts for multiple products
* **Support Agent**: Categorize multiple customer inquiries
* **Research Agent**: Analyze multiple competitor websites
#### **Bulk Command Best Practices**
**✅ Do:**
* Group similar tasks for bulk processing
* Review results and refine as needed
* Use consistent formatting across tasks
* Test commands on small batches first
**❌ Don't:**
* Mix different task types in one bulk operation
* Apply complex commands to too many tasks at once
* Skip reviewing AI-generated results
* Use bulk commands for tasks requiring individual attention
***
## 📱 **Mobile Agent Development**
Build and train AI agents directly from your mobile device, making agent development truly accessible anywhere.
### **Mobile Agent Creation**
| **Feature** | **Capability** | **Use Case** |
| --------------------------- | ---------------------------------- | --------------------------------- |
| **Quick Agent Setup** | Create agents with voice prompts | Build agents while commuting |
| **Mobile Knowledge Upload** | Add photos, documents, voice memos | Train agents with real-world data |
| **Agent Testing** | Test agent responses on mobile | Validate agent behavior instantly |
| **Mobile Commands** | Create custom commands via touch | Build agent tools on the go |
### **Mobile-Specific Agent Tools**
| **Tool** | **Mobile Advantage** | **Business Impact** |
| ---------------------- | ----------------------------- | ----------------------------- |
| **Photo Analysis** | Analyze images from camera | Instant product cataloging |
| **Voice Commands** | Speak to agents naturally | Hands-free agent interaction |
| **Push Notifications** | Receive agent alerts anywhere | Real-time business monitoring |
### **Mobile Agent Use Cases**
**Field Service Agent:**
* Take photos of equipment issues
* Get instant diagnostic suggestions
* Create work orders automatically
* Access repair manuals contextually
**Sales Agent:**
* Capture client meeting notes via voice
* Get real-time product recommendations
* Access pricing and availability instantly
* Generate follow-up tasks automatically
## 🤖 **AI Team Generator: Multi-Agent Teams**
Create entire teams of specialized AI agents with a single prompt using the revolutionary AI Team Generator.
### **What is AI Team Generator?**
The AI Team Generator lets you create complete multi-agent teams instantly. Just describe your use case, and Taskade automatically generates a fully configured AI Team with tailored roles, behaviors, and specialized toolkits.
### **When to Use AI Team Generator**
| **Scenario** | **Why It's Perfect** |
| -------------------------- | ---------------------------------------------------- |
| **Complex Workflows** | Multiple agents tackle different parts of a workflow |
| **Uncertain Structure** | AI designs the optimal team composition for you |
| **Time Constraints** | Save hours of manual agent configuration |
| **Best Practice Learning** | See how experts structure multi-agent systems |
### **Example AI Team Generations**
**Prompt:** *"Create a product launch team for a SaaS startup"*
**Generated Team:**
* **🎯 Product Manager Agent** - Roadmap planning, feature prioritization
* **📊 Market Research Agent** - Competitor analysis, user research
* **✍️ Content Marketing Agent** - Blog posts, social media, email campaigns
* **📈 Growth Marketing Agent** - SEO optimization, conversion tracking
* **🎨 Design Agent** - Visual assets, UI/UX feedback
* **💬 Customer Success Agent** - Onboarding flows, support documentation
**Prompt:** *"Build a legal compliance team for healthcare"*
**Generated Team:**
* **⚖️ Compliance Officer Agent** - HIPAA regulations, audit preparation
* **📋 Documentation Agent** - Policy creation, procedure updates
* **🔍 Risk Assessment Agent** - Vulnerability analysis, mitigation strategies
* **📊 Reporting Agent** - Compliance reports, regulatory filings
* **🎓 Training Agent** - Staff education, certification tracking
### **How It Works**
1. **Describe Your Need** - "I need a team for \[specific use case]"
2. **AI Analyzes Requirements** - Identifies roles, skills, and workflows needed
3. **Generates Specialized Agents** - Each with custom instructions and tools
4. **Ready to Deploy** - Start using your team immediately
### **How to Use AI Team Generator**
{% hint style="success" %}
**Step-by-Step Guide to Creating AI Teams**
{% endhint %}
#### **Access the Generator**
1. Navigate to the **Agents** tab in your workspace
2. Look for the **AI Team Generator** option
3. Click to open the team creation interface
#### **Craft Your Prompt**
{% hint style="info" %}
The quality of your prompt determines the quality of your generated team. Be specific about your use case, industry, and requirements.
{% endhint %}
**Effective Prompt Examples:**
* `"Create a customer success team for a SaaS company handling onboarding, support tickets, and retention"`
* `"Build a content marketing team for a B2B tech blog including research, writing, and promotion"`
* `"Generate a project management team for software development with sprint planning and QA"`
### **Editing and Customizing Generated Teams**
{% hint style="warning" %}
All generated teams can be fine-tuned after creation to better fit your specific needs.
{% endhint %}
#### **Available Customizations**
| **Customization Type** | **What You Can Modify** | **Impact** |
| ------------------------ | ------------------------------------------------ | ---------------------------------------- |
| **Agent Roles** | Change titles, responsibilities, and specialties | Better alignment with your workflow |
| **Instructions** | Adjust behavior, tone, and response guidelines | More accurate and helpful responses |
| **Tools & Integrations** | Add/remove connected services and APIs | Enhanced capabilities and automation |
| **Knowledge Base** | Upload additional training materials | More informed and knowledgeable agents |
| **Communication Style** | Modify how agents interact and collaborate | Better team dynamics and user experience |
#### **Advanced Editing Features**
{% stepper %}
{% step %}
#### Access Team Settings
Click the **settings icon** on your generated team
{% endstep %}
{% step %}
#### Modify Agent Configuration
Select individual agents to adjust their parameters
{% endstep %}
{% step %}
#### Test Changes
Use the **preview chat** to test modified behavior
{% endstep %}
{% step %}
#### Save and Deploy
Apply changes and make the team available for use
{% endstep %}
{% endstepper %}
### **Using Your AI Team**
{% hint style="success" %}
**Multiple Ways to Collaborate with AI Teams**
{% endhint %}
#### **Method 1: Direct Team Chat**
* Access through the **Agents** tab
* Chat with the entire team as a unified group
* All agents contribute to comprehensive responses
* Perfect for brainstorming and complex problem-solving
#### **Method 2: Project Integration**
* Assign teams to specific projects
* Agents work within project context
* Automatic task generation and updates
* Seamless integration with existing workflows
#### **Method 3: Task Assignment**
* Assign specific tasks to team members
* Each agent handles their area of expertise
* Parallel processing for faster completion
* Comprehensive reporting on progress
#### **Method 4: Automation Integration**
* Connect teams to automation workflows
* Trigger team actions based on events
* Automated responses and follow-ups
* Continuous background processing
### **AI Team Use Cases and Examples**
| **Industry** | **Team Type** | **Key Agents** | **Benefits** |
| --------------- | ------------------ | ------------------------------------- | ------------------------------ |
| **Marketing** | Content Creation | Research, Writing, Design, SEO | Complete content pipeline |
| **Sales** | Lead Management | Qualification, Follow-up, Analytics | Streamlined sales process |
| **Support** | Customer Service | Triage, Resolution, Feedback | 24/7 customer support |
| **Development** | Project Management | Planning, Coding, Testing, Deployment | Accelerated development cycles |
| **HR** | Recruitment | Sourcing, Screening, Interviewing | Efficient hiring process |
### **Best Practices for AI Teams**
{% hint style="info" %}
**Optimization Strategies for Maximum Impact**
{% endhint %}
#### **Team Composition**
* **Start Small**: Begin with 3-5 agents for focused teams
* **Role Clarity**: Ensure each agent has distinct, non-overlapping responsibilities
* **Skill Balance**: Include a mix of specialized and general-purpose agents
#### **Performance Tuning**
* **Prompt Refinement**: Iterate on team prompts for better results
* **Tool Integration**: Connect relevant external services and APIs
* **Knowledge Updates**: Regularly refresh agent knowledge bases
#### **Workflow Integration**
* **Clear Triggers**: Define when and how teams should be activated
* **Output Standards**: Establish consistent formatting and quality expectations
* **Feedback Loops**: Implement review processes for continuous improvement
### **Troubleshooting AI Teams**
| **Issue** | **Common Causes** | **Solutions** |
| --------------------------- | ------------------------- | ---------------------------------------------- |
| **Uncoordinated Responses** | Overlapping agent roles | Clarify responsibilities in team configuration |
| **Slow Response Times** | Too many agents active | Reduce team size or optimize prompts |
| **Inconsistent Quality** | Unclear instructions | Refine agent prompts and guidelines |
| **Integration Problems** | API/authentication issues | Verify tool connections and permissions |
***
**💡 Pro Tip:** Your best agent team is one that solves a real problem you face daily. Start with a specific use case, measure results, and expand as you discover new possibilities!
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
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