Advanced Features
Ready to take your Genesis app to the next level? These powerful features help you build even smarter and more capable applications. No coding required—just plain English descriptions of what you want!
How Genesis Gets So Smart
Genesis works like having a whole tech team at your fingertips. Behind the scenes, it coordinates different tools to make your app intelligent:
Smart Data Storage - Organizes information automatically
AI Assistants - Learns your business and helps users
Workflow Automation - Connects to your favorite business tools
File Handling - Manages documents, photos, and uploads seamlessly
Easy Navigation - Creates user-friendly interfaces that just work
The best part? You describe what you want, and Genesis handles all the technical complexity for you.
Organizing Your Data Like a Pro
Genesis automatically creates smart storage for your information, but you can make it even better organized for your specific needs.
Making Data Work for Your Business
Organize information into clear categories:
"I want separate sections for different feedback types: how was the food, how was the service, and how was the restaurant cleanliness. Give each section its own 1-5 star rating and room for comments."Use dropdowns to keep things consistent:
"Add a dropdown menu so customers can pick which location they visited: our Downtown spot, Mall location, or Airport branch."Track important details:
"Add a field for the server's name so we can recognize when someone gives great service and share the feedback with our team."Data Relationships
Link related information:
"When a customer books an appointment, automatically pull in their previous service history and preferences from our customer database."Create parent-child relationships:
"Each project should have multiple tasks underneath it, and each task can have subtasks with individual deadlines and assignees."Making Your AI Assistant Amazing
Every Genesis app comes with its own AI assistant that learns about your business. Think of it as hiring a super-smart employee who never sleeps and always knows exactly what to do!
Your AI Gets the Best Brain Available
Genesis automatically picks the smartest AI for your needs, but you can ask for specific types:
AI Type
What It's Great At
How Fast
Perfect For
Super Smart
Complex decisions, planning ahead
Medium speed
⭐⭐⭐⭐⭐ Solving tricky business problems
Great Communicator
Writing, understanding people
Fast
⭐⭐⭐⭐⭐ Talking with customers beautifully
Reliable Worker
Getting things done consistently
Fast
⭐⭐⭐⭐☆ Handling everyday tasks perfectly
Quick Responder
Fast answers, simple tasks
Super fast
⭐⭐⭐☆☆ When speed matters most
Comprehensive Agent Training
Three Types of Knowledge Sources:
1. Dynamic Knowledge (Real-Time Data):
"Train the agent on our customer feedback project so it learns from every new review and can identify patterns in real-time."2. Static Knowledge (Uploaded Files):
"Upload our employee handbook, service menu with prices, and company policies so the agent always gives accurate information about our business."3. Web Knowledge (Current Information):
"Connect the agent to our industry news websites and competitor analysis so it stays current with market trends and can provide informed recommendations."Advanced Agent Capabilities
Multi-Modal Understanding:
"Train the agent to analyze customer photos along with their feedback to identify specific issues like food presentation problems or facility maintenance needs."Cross-Project Intelligence:
"Have the agent analyze patterns across both customer feedback and sales data to identify which services generate the most satisfaction and revenue."Predictive Analytics:
"Train the agent to predict busy periods based on historical booking data and suggest optimal staffing levels and inventory orders."Custom Agent Commands
Create specialized commands for specific business tasks:
Customer Service Commands:
"/analyze-feedback" - Automatically categorize and prioritize customer feedback
"/suggest-response" - Generate personalized responses based on customer history
"/escalate-issue" - Identify when issues need management attentionSales and Marketing Commands:
"/qualify-lead" - Assess lead quality based on business criteria
"/recommend-service" - Suggest appropriate services based on customer needs
"/follow-up-reminder" - Create personalized follow-up tasksOperations Commands:
"/inventory-forecast" - Predict inventory needs based on trends
"/schedule-optimize" - Suggest optimal staff scheduling
"/performance-report" - Generate insights from operational dataAgent Personality and Communication
Industry-Specific Personalities:
Healthcare/Wellness:
"Make the AI agent sound caring and professional, like a knowledgeable healthcare coordinator. Use reassuring language, ask thoughtful follow-up questions, and always prioritize patient comfort and safety."Retail/E-commerce:
"Train the agent to be enthusiastic and helpful, like a knowledgeable sales associate. Focus on understanding customer needs, making relevant product suggestions, and creating a positive shopping experience."Professional Services:
"Configure the agent to communicate like a trusted business advisor - knowledgeable, professional, and focused on delivering value. Use industry terminology appropriately and always back recommendations with data."Agent Teams and Collaboration
Multi-Agent Workflows:
"Create a team of specialized agents: a Customer Service Agent for initial inquiries, a Technical Support Agent for complex issues, and a Sales Agent for upselling opportunities. Have them collaborate on complex customer cases."Handoff Protocols:
"When the Customer Service Agent encounters a technical issue beyond basic troubleshooting, automatically hand off the conversation to the Technical Support Agent with full context and conversation history."AI-Powered Agent Creation
TAA Creates Agents for You:
Your Taskade AI Assistant (TAA) can now build custom AI agents automatically based on your needs:
"TAA, create a marketing assistant agent that helps with content planning"
"Set up a customer service bot for handling FAQ questions"
"Build a sales agent that qualifies leads from our contact form"Automatic Configuration:
TAA determines the optimal agent personality and tone
Automatically selects appropriate AI models (GPT-4.1, Claude-4, etc.)
Configures relevant tools and integrations
Sets up proper knowledge sources and training
Public Agent Publishing
Share Your Agents with the World:
Transform your private AI agents into public resources accessible to anyone:
One-Click Publishing:
"Make my customer support agent public so customers can get help 24/7"
"Publish our product expert agent for potential clients to explore our services"
"Create a public FAQ bot for our website visitors"Public Agent Features:
Unique public URL for each agent (e.g.,
agent.taskade.com/your-support-bot)Customizable branding and appearance
Usage analytics and conversation insights
Community discovery through the agent marketplace
Embeddable AI Agents
Agents Anywhere on the Web:
Embed your public agents directly into websites, documentation, or any web page:
<!-- Simple embed code -->
<iframe src="https://agent.taskade.com/embed/your-agent-id"
width="400"
height="600"
frameborder="0">
</iframe>
<!-- Advanced embed with customization -->
<script src="https://agent.taskade.com/embed.js"></script>
<div id="taskade-agent"
data-agent-id="your-agent-id"
data-theme="light"
data-position="bottom-right">
</div>Embedding Use Cases:
Customer Support: Add help chat to any page
Product Guides: Interactive product exploration
Lead Qualification: Pre-qualify visitors before sales calls
Documentation: Interactive help within knowledge bases
Training: Embedded learning assistants in educational content
Embedding Customization:
Match your website's design and branding
Control agent positioning and behavior
Customize conversation starters and prompts
Set up analytics and conversation tracking
Advanced Automations
Connect your app to your existing business tools and create sophisticated workflows.
Multi-Step Workflows
Complex approval processes:
"When someone submits an expense report over $500, send it to their direct manager for approval. If approved, forward to finance for final review. If rejected at any stage, notify the employee with specific feedback."Customer journey automation:
"When we get 5-star feedback, automatically post it to our Google My Business page, add the customer to our VIP newsletter list, and send them a discount code for their next visit."Conditional Logic
Smart routing based on conditions:
"If a support ticket is marked as 'urgent' and hasn't been responded to within 2 hours, escalate it to the manager and send an alert to the team Slack channel."Dynamic content based on user data:
"Show different service packages to customers based on their previous booking history - first-time visitors see our intro packages, returning customers see advanced options."Enterprise-Grade Integrations
Genesis apps can connect to 100+ business tools through the TAA unified system:
Communication & Collaboration
Slack, Microsoft Teams, Discord - Team notifications and alerts
Gmail, Outlook - Email automation and customer communication
WhatsApp Business - Customer messaging and support
Twilio - SMS notifications and reminders
Productivity & Storage
Google Workspace (Sheets, Docs, Drive, Calendar) - Document management and scheduling
Microsoft 365 - Office integration and file synchronization
Dropbox, Box, OneDrive - File storage and sharing
Trello, Asana, Monday.com - Project management integration
Sales & Marketing
HubSpot, Salesforce, Pipedrive - CRM synchronization and lead management
Mailchimp, Constant Contact - Email marketing automation
Stripe, PayPal - Payment processing and subscription management
LinkedIn, X/Twitter - Social media management and posting
Specialized Business Tools
QuickBooks, Xero - Accounting and financial management
Shopify, WooCommerce - E-commerce platform integration
Zoom, Calendly - Meeting scheduling and video conferencing
WordPress - Content management and publishing
Advanced Integration Examples
CRM + AI + Automation:
"When someone fills out our contact form, automatically create a HubSpot contact, have the AI agent score the lead based on our qualification criteria, assign high-value leads to our senior sales rep, and send a personalized follow-up email sequence."Multi-Platform Workflow:
"When a customer books a high-value service, create a deal in Salesforce, add them to our VIP Mailchimp list, schedule a follow-up call in Google Calendar, post a celebration message in our team Slack channel, and create a customer success task in our project management system."Intelligent Content Distribution:
"When we publish a new blog post in WordPress, have the AI agent create social media versions optimized for LinkedIn and Twitter, schedule posts across platforms, add the content to our knowledge base for customer service agents, and track engagement metrics."Access Control and Permissions
Create sophisticated permission systems for different types of users.
Role-Based Access
Define user roles:
"Create three user types: customers who can only submit and view their own feedback, staff who can see all feedback for their location, and managers who can access everything plus analytics."Granular permissions:
"Let servers see feedback that mentions them by name, but not other reviews. Give shift supervisors access to all feedback during their shifts, and give the general manager full access to everything."Dynamic Access Control
Time-based permissions:
"Staff can only access the scheduling system during their assigned shifts, but managers can access it 24/7."Location-based access:
"Regional managers can see data for all locations in their region, but individual store managers can only see their own location's information."Advanced User Interface Features
Progressive Disclosure
Guided user experiences:
"Start with a simple form asking for basic information, then show additional fields based on their selections. If they choose 'technical issue', show technical troubleshooting options."Smart defaults:
"Pre-fill appointment forms with the customer's previous preferences and service history, but allow them to change anything they want."Mobile Optimization
Touch-friendly interfaces:
"Make all buttons large enough for easy tapping on phones, use simple navigation, and ensure forms work well with mobile keyboards."Offline capability:
"Allow staff to record customer feedback even when the internet is spotty, and sync the data when connection is restored."Advanced Media Management
Genesis apps include sophisticated media handling capabilities that go far beyond simple file uploads.
Intelligent File Processing
Automatic Content Analysis:
"When customers upload photos with their feedback, automatically analyze them to identify the type of issue (food quality, cleanliness, service) and route to the appropriate department for review."Document Intelligence:
"Process uploaded contracts and invoices to automatically extract key information like dates, amounts, and client details, then populate the relevant project fields and create follow-up tasks."Multi-Format Support:
"Accept and process various file types: PDFs for contracts, images for visual feedback, videos for training materials, and spreadsheets for bulk data imports."Media as Agent Knowledge
Dynamic Training:
"Automatically train customer service agents on new product manuals and policy updates as they're uploaded, ensuring agents always have the latest information."Visual Understanding:
"Train agents to recognize products in customer photos so they can provide specific troubleshooting advice and recommend compatible accessories."Video Transcription:
"Upload training videos and have agents learn from the transcribed content, then use that knowledge to guide customers through complex procedures step-by-step."Automated Media Workflows
Content Generation:
"When new product photos are uploaded, automatically generate social media posts with AI-written descriptions, schedule them across platforms, and add the products to our online catalog."Quality Control:
"Analyze uploaded customer photos for inappropriate content, automatically blur sensitive information, and flag potential issues for human review before publishing."Archive Management:
"Automatically organize uploaded files by date, project, and type, compress older files for storage efficiency, and maintain searchable indexes for quick retrieval."Analytics and Reporting
Custom Dashboards
Executive summaries:
"Create a manager dashboard showing daily revenue, customer satisfaction scores, most popular services, and any urgent issues that need attention."Operational metrics:
"Build a staff dashboard showing their individual performance metrics, upcoming appointments, and any customer feedback that mentions them."Automated Reporting
Scheduled reports:
"Generate a weekly report every Monday morning showing customer satisfaction trends, popular menu items, and any recurring issues that need attention."Alert-based reporting:
"Send an immediate report to management whenever customer satisfaction drops below 4 stars for three consecutive days."Performance Optimization
Smart Loading
Prioritized content:
"Load the most important information first - show available appointment times immediately, then load service descriptions and pricing in the background."Lazy loading:
"Only load detailed customer history when someone specifically clicks to view it, not on every page load."Caching Strategies
Frequently accessed data:
"Cache our service menu and pricing information so it loads instantly, but update it automatically whenever we make changes in the admin panel."Advanced Integrations
API Connections
Custom integrations:
"Connect to our existing customer database API to pull in loyalty points and membership status, and display this information when customers log in."Third-party services:
"Integrate with our email marketing platform to automatically add customers to relevant campaigns based on their service preferences and booking history."Webhook Automation
Real-time updates:
"Set up webhooks so that when a customer cancels an appointment in our app, it immediately updates our main scheduling system and notifies the assigned staff member."Security and Compliance
Data Protection
Privacy controls:
"Ensure that customer personal information is encrypted and only accessible to authorized staff members. Include options for customers to download or delete their data."Audit trails:
"Log all access to customer data, including who viewed what information and when, for compliance and security monitoring."GDPR and Privacy Compliance
Data handling:
"Include clear privacy notices, allow customers to opt out of marketing communications, and provide easy ways for them to update or delete their information."Testing and Quality Assurance
Automated Testing
Workflow validation:
"Set up automated tests to ensure that booking confirmations are sent, payment processing works correctly, and all integrations are functioning properly."User Acceptance Testing
Feedback collection:
"Create a beta testing group with select customers who can try new features before they go live and provide feedback on usability and functionality."Scaling Your App
Performance Monitoring
Usage analytics:
"Track how many people use different features, where they spend the most time, and where they encounter problems or drop off."Capacity Planning
Growth preparation:
"Monitor app performance and user load to ensure it can handle busy periods like holiday booking rushes or special promotions."Best Practices for Advanced Features
Start Simple, Add Complexity
Build the core functionality first and ensure it works perfectly
Add one advanced feature at a time and test thoroughly
Get user feedback before adding more complexity
Document your workflows so team members understand how everything works
Maintain User Focus
Every advanced feature should solve a real problem for your users
Don't add complexity just because you can - keep the user experience simple
Test with actual users to ensure advanced features improve rather than complicate their experience
Plan for Maintenance
Document your automations and integrations so others can understand and maintain them
Test regularly to ensure external integrations continue working
Have backup plans for critical workflows in case integrations fail
Train your team on how to use and troubleshoot advanced features
🚀 Power User Prompts & Use Cases
Ready to unlock Genesis's full potential? Here are advanced prompts and real-world scenarios that show how Taskade powers your business success.
🎯 Smart Business Prompts
Customer Experience Apps:
"Create a restaurant feedback system where customers rate food quality, service speed, and cleanliness on a 1-5 scale. When someone gives a rating below 3, immediately send me a Slack alert with their feedback and contact info so I can follow up personally within 30 minutes."Team Productivity Apps:
"Build a project handoff system where when someone marks a task as 'Ready for Review', it automatically assigns it to the next person, sends them a notification with all the context, and creates a deadline 2 days from now. If they don't respond in 24 hours, escalate to the team lead."Sales & Lead Management:
"Make a lead qualification app where prospects fill out their business size, budget range, and timeline. Automatically score them as Hot (budget >$10K, timeline <30 days), Warm, or Cold, then route Hot leads to my CRM and send me an instant notification with their details."🔗 Connecting the Dots: How Taskade Powers You
Your Workspace = Your Business Brain: Every Genesis app you build learns from your workspace's existing knowledge. Your customer data, team processes, and business intelligence all work together automatically.
Example: Restaurant Chain Owner
Morning: Check your feedback app (powered by customer data from all locations)
Afternoon: Your inventory app (connected to the same customer preferences) suggests menu adjustments
Evening: Your staff scheduling app (knowing busy periods from feedback data) optimizes tomorrow's shifts
The Magic: All three apps share the same business intelligence, making each one smarter.
🎨 Creative Workflow Prompts
Content Production Pipeline:
"Create a video production tracker where I can upload scripts, assign roles (writer, editor, thumbnail designer), set deadlines, and track progress. When a video is marked 'Complete', automatically post it to our content calendar and notify the social media team."Brand Asset Management:
"Build a brand library where team members can upload logos, photos, and graphics with tags like 'summer campaign' or 'product shots'. Make it searchable so anyone can quickly find the right assets, and track who downloaded what for usage reporting."📊 Data-Driven Decision Making
Business Intelligence Prompts:
"Create a dashboard that shows me this week's customer feedback scores, compares them to last month, identifies trending complaints, and suggests which locations need attention. Update it automatically every morning at 9 AM."Performance Tracking:
"Build a team productivity app that tracks project completion rates, identifies bottlenecks, and shows me which team members might need support. Send me a weekly summary every Friday with actionable insights."⚡ Automation That Actually Helps
Smart Follow-ups:
When a customer books a service, automatically send them preparation instructions 24 hours before
If a project deadline is approaching and tasks aren't complete, notify the team lead
When inventory runs low, create a reorder task and assign it to the purchasing manager
Intelligent Routing:
Route customer complaints to different departments based on keywords
Assign leads to sales reps based on territory and availability
Escalate urgent issues to managers automatically
🌟 Real Success Stories
"I built our entire client onboarding system in 20 minutes" Marketing Agency Owner
New clients fill out a detailed intake form
Automatically creates project folders with their brand assets
Assigns team members based on service type
Sends welcome email with timeline and next steps
"My food truck's daily operations run themselves now" Food Truck Entrepreneur
Morning inventory check creates shopping lists
Customer orders track popular items for tomorrow's prep
End-of-day sales automatically update ingredient needs
Weather alerts suggest menu adjustments
"Our remote team finally feels connected" Startup Founder
Daily standup app collects updates without meetings
Project handoffs include all context and files
Team celebration app highlights wins and milestones
Knowledge sharing app captures lessons learned
💡 Pro Tips for Advanced Users
Start Small, Think Big: Begin with one workflow that annoys you daily, then gradually connect it to other parts of your business.
Use Natural Language: Don't overthink the technical details. Describe what you want like you're talking to a smart assistant.
Connect Everything: The more your apps share data, the smarter they become. Let Taskade's intelligence work for you.
Iterate Quickly: Build a basic version first, use it for a week, then refine based on what you learn.
🕐 Genesis Version History
Genesis automatically tracks every change you make to your apps, creating a complete development timeline with one-click restoration.
What Gets Tracked
Every modification to your Genesis app is automatically recorded:
Change Type
Details Captured
Content Modifications
Text updates, layout changes, field additions
Configuration Changes
Settings updates, permission modifications
Feature Additions
New functionality, tool integrations
Data Structure Changes
Field modifications, relationship updates
Automation Updates
Workflow changes, trigger modifications
Restoration Made Simple
One-Click Rollback: Instantly restore any previous version
View side-by-side comparisons of changes
Restore specific sections without affecting other parts
Maintain user data while reverting functionality
Professional Development Benefits
Client Confidence: Show complete development history
Safe Experimentation: Try bold changes knowing you can always revert
Compliance: Maintain complete records for regulated industries
Team Coordination: See who made what changes when
🗄️ Database Projects: Your App's Data Foundation
When Genesis creates an app, it automatically generates database projects that serve as your app's intelligent data layer.
What Are Database Projects?
Database projects are smart storage systems that:
Structure Data Automatically based on your app's needs
Sync in Real-Time between your app interface and database
Train AI Agents with your business data and patterns
Trigger Automations when data changes or meets conditions
Perfect For Business Applications
App Type
Database Use
Smart Features
Customer Portals
Client data, project history
AI agents trained on customer patterns
Inventory Systems
Stock levels, supplier info
Automatic reorder triggers
Support Platforms
Ticket data, resolution patterns
Smart routing and response suggestions
Sales Dashboards
Lead data, conversion metrics
Predictive analytics and follow-up automation
Database Intelligence Features
Smart Relationships: Automatically connects related data
Pattern Recognition: Identifies trends and anomalies
Predictive Insights: Suggests actions based on data patterns
Real-Time Sync: Updates instantly across all connected systems
Getting Started with Database Projects
Let Genesis Create: Your database structure is built automatically
Review the Structure: Check the generated fields and relationships
Customize as Needed: Add custom fields or modify relationships
Connect Automations: Set up triggers for data changes
Train AI Agents: Let agents learn from your data patterns
🌐 Advanced App Publishing & Distribution
Multi-Environment Deployment
Deploy your Genesis apps across different environments for professional development workflows:
Environment
Purpose
Features
Development
Testing and iteration
Full editing access, debug mode
Staging
Client preview and approval
Limited editing, feedback collection
Production
Live public access
Optimized performance, analytics
Custom Domain Integration
Brand your Genesis apps with professional custom domains:
Domain Configuration:
Custom Domain: "app.yourcompany.com"
SSL Certificate: "Auto-generated and managed"
CDN Integration: "Global content delivery"
Analytics: "Built-in traffic and usage tracking"
Professional Benefits:
- Branded user experience
- SEO optimization
- Trust and credibility
- White-label capabilitiesAdvanced Security & Access Control
Security Feature
Implementation
Use Case
Password Protection
App-level authentication
Client-specific access
IP Restrictions
Whitelist specific networks
Corporate security
Time-Based Access
Schedule availability windows
Limited-time campaigns
User Role Management
Granular permission control
Team collaboration
Performance Optimization
Automatic Optimizations:
Code Splitting - Load only necessary components
Image Optimization - Automatic compression and format selection
Caching Strategy - Intelligent content caching
Mobile Optimization - Responsive design and touch optimization
Performance Monitoring:
Real-Time Analytics - User behavior and performance metrics
Error Tracking - Automatic bug detection and reporting
Load Testing - Simulate high-traffic scenarios
Performance Alerts - Notifications for performance issues
Enterprise Integration
SSO Integration:
Single Sign-On Setup:
Providers: ["Google Workspace", "Microsoft 365", "Okta", "Auth0"]
Implementation: "One-click configuration"
User Management: "Automatic provisioning and deprovisioning"
Audit Logs: "Complete access and activity tracking"API Gateway:
Enterprise API Features:
Rate Limiting: "Protect against abuse"
API Keys: "Secure access control"
Webhooks: "Real-time event notifications"
Documentation: "Auto-generated API docs"Ready to implement advanced features? Start with one area that would have the biggest impact on your business, implement it thoroughly, and then gradually add more sophisticated capabilities.
Need help with complex implementations? The Genesis AI agent can guide you through setting up advanced features and troubleshooting complex workflows.
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