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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

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 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

🧠 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

Agent Teams

Combine multiple agents for complex projects:

  1. Go to AI Teams in your workspace

  2. Click ➕ Create Team

  3. Add multiple agents with different specialties

  4. Ask the team questions - they'll collaborate on answers

Human in the Loop

For sensitive actions, agents will ask permission:

  • "Should I send this email?" (Yes/No buttons)

  • "Approve this task creation?" (Review and approve)

  • Critical operations always require human approval

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?

🚀 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.

Connect Agents to Automations

Make your agents work automatically:

Advanced Knowledge Management

Supercharge your agents with better knowledge:

🎯 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

Pro Tips for AI Team Generator

  • Be Specific - Include industry, company size, and key challenges

  • Mention Tools - Reference systems you want integrated (Slack, Sheets, etc.)

  • Define Outcomes - What success looks like for your team

  • Iterate - Refine the prompt if the first generation isn't perfect

💡 Pro Tip: Your best agent is one that solves a real problem you face daily. Start there, and expand as you discover new possibilities!

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