AI Agents Getting Started
Transform your workspace with smart AI assistants that understand your business and can handle tasks automatically!
What are AI Agents?
Think of AI Agents 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
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.
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
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 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
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:
Go to AI Teams in your workspace
Click ➕ Create Team
Add multiple agents with different specialties
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?
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
💡 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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