Create a task

A task is work an agent does in the background while you do something else. A chat is for a conversation; a task is for longer work with several steps.

Creating one

1. Open Tasks (or select New task in the sidebar). On the phone the button is on the home screen.
2. Describe in the box what needs doing. The more precisely you name the result, the better the answer. Under the box there are ideas to start from.
3. Choose the agent that will do the work.
4. If you need to, choose an environment (the cloud by default) and a priority.
5. Select the arrow to send the task.

The + button on the left attaches an image or a file to the task.

How it runs

The agent makes a plan, splits the work into subtasks when needed and goes step by step. The status shows in the list: running, waiting for your answer, completed or failed. Open the activity log to follow the progress and leave a comment.

When the agent asks permission

If the agent needs your decision, for example to send emails to customers, the task moves to "Waiting for your answer" and you get a notification. Approve or reject the action and the work goes on.

Tips

• Give one goal per task. For several different jobs, create several tasks.
• Tools and connectors are attached to the agent, not to a single task: integrations.
• If a task should repeat, add a schedule.
• Tasks spend the workspace's credits, and how many can run at once depends on your plan.

What next

Create a schedule or join the steps into a workflow.