AI Agents: Your Digital Team
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. 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:
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.
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
Open your Taskade workspace
Click the 🤖 Agents tab at the top
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 Examples: "Sarah - Customer Success", "Marketing Mike", "Data Dave"
Description: Explain what your agent does 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:
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
Go to the Agents tab
Select your agent
Click ➕ New chat
Start asking questions or giving tasks
Method 2: Project Integration
Open any project
Click the chat icon (💬) at the top right
Select your agent from the dropdown
Get help with that specific project
Method 3: Quick Commands
In any project, type / followed by your command name
Example:
/write-summaryor/analyze-dataPress Enter to execute
Method 4: Agent Sidebar
Click the ⊞ Manage agents button
Star your favorite agents
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)
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.
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
Navigate to the 🤖 Agents tab in your workspace
Select multiple existing agents with complementary skills
Use the Team Builder to combine them into a cohesive unit
Configure team communication and collaboration rules
Method 2: Create New Team from Templates
Go to AI Teams section
Click ➕ Create Team → From Template
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
Start with the AI Team Generator (see below)
Describe your ideal team composition and goals
Let AI automatically configure specialized roles and behaviors
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?
Start with one agent - Pick your biggest time drain
Train it well - Upload quality knowledge and test thoroughly
Use it daily - The more you use it, the more time you save
Expand gradually - Add more agents as you see value
Need inspiration?
Browse the AI Agent Gallery for community examples
Watch tutorial videos for step-by-step guides
Join our 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 → - 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 → - Build your first app in 5 minutes
Genesis Examples → - See what others have built
Connect Agents to Automations
Make your agents work automatically:
Automation Getting Started → - Put agents on autopilot
Integration Guide → - Connect to 100+ services
Build Agent-Centric Automations
Create automation workflows with your AI agents at the center:
Access Agent Automation:
Navigate to the Agents tab in your workspace/folder
Select an existing agent or create a new one
Click Edit Agent in the top-right corner
Go to the Automation tab on the left sidebar
Create Agent Automation Flow:
Choose a connector from available automation triggers
Configure the trigger to initiate your workflow
Set up your agent as the central processing component
Add additional actions before or after agent processing
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 → - Organize information effectively
Project Views → - 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
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 recommendationsExample 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 solutionsExample 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 roadmapConfiguring Command Modes
Edit your agent and go to the Commands tab
Select a command you want to modify
Choose the command mode from the dropdown
Test the command with sample input
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
Select multiple tasks in your project (hold Ctrl/Cmd while clicking)
Right-click or use the AI assistant panel
Choose a bulk command from the available options
AI processes all selected tasks with the same command
Review and refine results as needed
Available Bulk AI Commands
🟪 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:
Create custom commands in your agent settings
Select multiple tasks that need the same processing
Choose your custom agent command from the bulk options
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
Describe Your Need - "I need a team for [specific use case]"
AI Analyzes Requirements - Identifies roles, skills, and workflows needed
Generates Specialized Agents - Each with custom instructions and tools
Ready to Deploy - Start using your team immediately
How to Use AI Team Generator
Step-by-Step Guide to Creating AI Teams
Access the Generator
Navigate to the Agents tab in your workspace
Look for the AI Team Generator option
Click to open the team creation interface
Craft Your Prompt
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
All generated teams can be fine-tuned after creation to better fit your specific needs.
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
Using Your AI Team
Multiple Ways to Collaborate with AI Teams
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
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!
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