Overview
Taskade AI Agents are smart assistants that streamline routine activities like research, task management, and content creation. You can create a team of AI agents, each with a unique personality, skills, and knowledge.
💡 Note: Visit the desktop version of this article to discover additional agent settings you can access in Taskade for MacOS, Windows, Linux, and the web.
Create a Custom Agent
Tap the ➕ Create New button (bottom-right) → AI Agent.
Choose one of the available options:
(1) Name your agent ➡ tap Create to start from scratch.
(2) Choose a template ➡ tap Create.
(optional) Choose the workspace (3) where you want to create the agent.
Customize your agent (see the next section).
Customize Your Agent
Go to the 🤖 Agents tab in your workspace/team.
Tap the three dots ··· next to the agent you want to edit.
Choose Edit agent from the drop-down list.
Use the tabs to edit your agent:
(1) Knowledge: Fine-tune the agent using documents and other resources.
(2) Tools: Give the agent access to powerful tools and platforms.
(3) Commands: Define custom commands for different projects and tasks.
Add/Edit Agent Commands
Each agent can include multiple custom/commands. Think of them as "levers" that allow you to interact with the agent, and the agent to interact with the world.
To create or edit existing commands:
Go to the 🤖 Agents tab in your workspace/folder (see Customize Your Agent).
Tap the three dots ··· next to the agent you want to edit.
Choose Edit agent from the drop-down list.
Go to the Commands tab (3) → browse the custom commands.
(1) Tap Add Command to create a new agent command.
(2) Tap any of the commands to edit it.
(1) 🔤 Name: This will pop up when you type / + "command name".
(2) ⏩ Prompt: Define the behavior of the custom command.
(3) 🚦 Mode: Decide how the agent should approach tasks.
🟢 Default: Agent operates based on your prompt without setting goals.
🔵 Plan & Execute: Agent sets structured goals based on your prompt.
Tap Save (top-right corner) to update/add a command.
Set Agent Tone
You can change the tone of your AI agents to match how you like to communicate.
Go to the 🤖 Agents tab in your workspace/folder (see Customize Your Agent).
Tap the three dots ··· next to the agent you want to edit.
Choose Edit agent from the drop-down list.
Tap the pencil button next to your agent's avatar.
Tap Tone and select one of the available tones.
Tap Save (top-right corner) to confirm the changes.
Add Agent Knowledge
You can use your files & documents or external resources to train your agents.
💡 Note: Visit Agent Knowledge & Data to learn more.
Go to the 🤖 Agents tab in your workspace/folder (see Customize Your Agent).
Tap the three dots ··· next to the agent you want to edit.
Choose Edit agent from the drop-down list.
Go to the Knowledge tab (1).
Toggle the Enable knowledge slider on.
Choose one of the available options to add agent knowledge:
Upload File: Upload files & documents from your device.
Add from media: Choose from previously uploaded documents.
Add Link: Add knowledge from a URL.
Add YouTube: Choose a YouTube video (the agent will use a transcript).
💡 Note: Agent knowledge can combine many different sources.
Edit, Copy, or Delete an Agent
Go to the 🤖 Agents tab in your workspace/team.
Tap the three dots ··· next to the agent you want to edit.
Choose one of the available option from the drop-down list.
Choose a Language for AI Responses
AI responds in the language of the prompt. Here's how to control the output:
(method 1) Choose the language in the General tab.
Go to the Agents tab in your workspace.
Tap ··· → Edit Agent.
Tap the pencil icon next to your agent's avatar.
Tap Tone and select one of the available tones.
(method 2): Specify the language in the prompt.
e.g. "Respond in Spanish: What's the weather like in Madrid?"
(method 3): Provide context in the target language.
e.g. "¿Cómo está el clima en Madrid?" will receive a response in Spanish.
Use AI Agents
There are two ways you can use your custom AI agents:
(method 1): Chat with the agent:
Go to the 🤖 Agents tab in your workspace/team.
Tap your custom AI agent.
Start a conversation and ask your agent questions.
💡 Note: Tap the / button in the agent chat to call custom agent commands.
(method 2): Use custom agent commands:
Open a project in the workspace/folder where you created the agent.
Select a task and tap the robot icon 🤖 in the main toolbar.
You can also type / + name of a command.
Choose a command from the pop-up menu.
Add and Enable Agent Tools
Agent Tools are integrated add-ons that augment the capabilities of your custom AI agents. They allow agents to interact with Taskade projects and 3rd party apps.
💡 Note: Visit Tools for AI Agents to learn more.
To add a tool to your agent:
Go to the AI Agents tab in your workspace/team.
Tap ··· next to your agent → Edit agent.
Go to the Tools menu. Here, you can do several things:
+ Add Tool: Add new tools to your AI agent.
Manage: Enable/disable tools or modify their settings.
To add a tool, tap ➕ Add Tool → choose a tool(s) from the list.
Once you're done adding tools, tap Save.
To manage agent tools, tap a tool under Manage:
Enable/Disable the tool using the toggle at the top.
Set approval the tool to Manual/Automatic mode.
Connect your tool accounts.
Remove tools from the agent.
AI Agents Use Cases
From simple tasks to complex solutions, here are a few ideas to spark your imagination:
🤹 Use Case | ✅ Examples of Tasks |
Task automation |
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Knowledge retrieval |
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Feedback & improvement |
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Meetings |
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Creative assistance |
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😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact