Transform your workspace with smart AI assistants that understand your business and can handle tasks automatically!
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.
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
- Open your Taskade workspace
- Click the 🤖 Agents tab at the top
- Click ➕ Create 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
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
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
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
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
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
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
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
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
- Go to the Agents tab
- Select your agent
- Click ➕ New chat
- Start asking questions or giving tasks
- Open any project
- Click the chat icon (💬) at the top right
- Select your agent from the dropdown
- Get help with that specific project
- In any project, type / followed by your command name
- Example:
/write-summaryor/analyze-data - Press Enter to execute
- Click the ⊞ Manage agents button
- Star your favorite agents
- Access them quickly from the right sidebar
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
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
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
✅ 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
✅ 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
✅ 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
✅ 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
✅ 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
✅ 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
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!