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Taskade Product Updates — Train Custom AI Agents: Files, Data, Web Links & Automation

Train Custom AI Agents: Files, Data, Web Links & Automation

December 27, 2025·10 min read·John Xie·Updates
#genesis#updates

Hey there 👋

Your AI agents aren't generic chatbots. They're trained on YOUR data.

Train Custom AI Agents with files, your own projects, external web links, and YouTube videos. Then automate training to keep them updated with new knowledge automatically.

Train once. Update automatically. Embed in apps. Intelligence that evolves.

🧠 Train Agents with Your Own Data

Perfect for: Builders, operators, businesses building intelligent systems

What You Can Train Agents With:

  • Files — Upload PDFs, documents, spreadsheets (Max 5 MB per file)
  • Your Projects — Connect Taskade projects as knowledge bases
  • Web Links — Crawl and train from any webpage URL
  • YouTube Videos — Train using video transcriptions automatically
  • Plain Text — Add custom text knowledge directly

🌟 Example: Build customer support agent → Upload support docs → Add FAQ project → Crawl help articles → Train with YouTube tutorials → Agent knows everything about your product.

Supported File Types:

  • Documents: PDF, DOCX, TXT, MD, RTF
  • Spreadsheets: XLSX, CSV, TSV
  • Presentations: PPTX
  • And more...

👉 How to use: Create agent → Open Knowledge panel → Upload files / Add projects / Add web links → Agent trains automatically

📁 Training with Files: Upload Your Documents

Upload files directly to train your agents. Documents are processed, embedded, and made searchable automatically.

What Happens:

  • File Upload — Drag and drop or select files
  • Automatic Processing — Files are converted and processed
  • Embedding Creation — Content is chunked and embedded (600 tokens, 60 overlap)
  • Knowledge Integration — Agent can now retrieve information from files

File Processing:

  • Chunking — Documents split into 600-token chunks with 60-token overlap
  • Embedding — Each chunk is embedded for semantic search
  • Indexing — Content indexed for fast retrieval
  • Real-Time Updates — Knowledge available immediately after processing

🌟 Example: Upload product manual PDF → Agent processes automatically → Users ask questions → Agent retrieves relevant sections → Answers based on your documentation.

Supported Formats:

  • Documents: PDF, DOCX, TXT, MD, RTF
  • Spreadsheets: XLSX, CSV, TSV
  • Presentations: PPTX
  • Max file size: 5 MB per file

👉 How to use: Agent settings → Knowledge panel → Drag files or click to upload → Wait for processing → Knowledge ready

🌐 Training with Web Links: Crawl External Content

Train agents by crawling webpages. Extract content from any URL and add it to your agent's knowledge base.

What You Can Do:

  • Crawl Webpages — Extract content from any URL
  • Process Automatically — Content is processed and embedded
  • Stay Updated — Re-crawl to update knowledge
  • Multiple Sources — Add knowledge from multiple websites

How It Works:

  1. Provide URL — Enter webpage URL
  2. Content Extraction — System crawls and extracts content
  3. Processing — Content is processed and embedded
  4. Knowledge Integration — Agent can retrieve information from webpage

🌟 Example: Add company blog URL → Agent crawls all articles → Processes content → Users ask questions → Agent answers based on blog content.

Use Cases:

  • Documentation Sites — Train on help docs, API docs, guides
  • Blog Content — Add blog posts, articles, tutorials
  • Knowledge Bases — Crawl wiki pages, FAQs, documentation
  • External Resources — Add competitor info, industry reports

👉 How to use: Agent settings → Knowledge panel → Click "Webpage" → Enter URL → Agent crawls and processes → Knowledge added

📺 Training with YouTube Videos: Video Transcriptions

Train agents using YouTube video transcriptions. Extract knowledge from video content automatically.

What You Can Do:

  • YouTube URLs — Add any YouTube video URL
  • Automatic Transcription — Video is transcribed automatically
  • Content Processing — Transcription is processed and embedded
  • Knowledge Integration — Agent can answer questions about video content

How It Works:

  1. Provide YouTube URL — Enter video URL
  2. Video Processing — System extracts video ID and processes
  3. Transcription — Video is transcribed automatically
  4. Embedding — Transcription is chunked and embedded
  5. Knowledge Ready — Agent can retrieve information from video

🌟 Example: Add product demo YouTube video → Agent transcribes video → Processes content → Users ask about features → Agent answers based on video content.

Use Cases:

  • Training Videos — Add onboarding videos, tutorials
  • Product Demos — Train on product demonstration videos
  • Webinars — Add webinar recordings and transcriptions
  • Educational Content — Train on course videos, lectures

👉 How to use: Agent settings → Knowledge panel → Click "YouTube" → Enter video URL → Agent transcribes and processes → Knowledge added

📊 Training with Your Projects: Structured Knowledge

Connect your Taskade projects as knowledge bases. Agents can retrieve information from structured project data.

What You Can Do:

  • Connect Projects — Add any Taskade project as knowledge
  • Structured Data — Agents access custom fields, tasks, and data
  • Real-Time Updates — Knowledge updates as projects change
  • Multiple Projects — Connect multiple projects for comprehensive knowledge

How It Works:

  1. Select Project — Choose project from your workspace
  2. Knowledge Connection — Project is connected to agent
  3. Data Access — Agent can retrieve project context
  4. Structured Retrieval — Agent uses retrieveProjectContext tool to access data

🌟 Example: Connect CRM project → Agent accesses customer data → Users ask about customers → Agent retrieves relevant customer records → Answers based on project data.

Project Knowledge Benefits:

  • Structured Data — Access custom fields, tables, structured information
  • Real-Time — Knowledge updates as projects change
  • Contextual — Agents understand project structure and relationships
  • Comprehensive — Multiple projects provide rich knowledge base

👉 How to use: Agent settings → Knowledge panel → Click "Project" → Select project → Agent connects to project → Knowledge available

🤖 Training Agents via Automation: Keep Knowledge Updated

Train agents automatically with automation workflows. Keep agents updated with new knowledge without manual work.

Automation Actions:

  • Add Knowledge to Agent — Add files, web links, YouTube videos, or text via automation
  • Add Project to Agent — Connect projects to agents automatically
  • Scheduled Training — Update agent knowledge on schedule
  • Event-Based Training — Train agents when new content is added

Automation Workflow Examples:

1. Scheduled Knowledge Updates

  • Trigger — Daily/weekly schedule
  • Action — Add new blog posts to agent knowledge
  • Result — Agent stays updated with latest content automatically

2. Project-Based Training

  • Trigger — New project created
  • Action — Add project to agent knowledge
  • Result — Agent automatically learns from new projects

3. File Upload Training

  • Trigger — New file uploaded to workspace
  • Action — Add file to agent knowledge
  • Result — Agent trains on new documents automatically

4. Web Content Sync

  • Trigger — Schedule or webhook
  • Action — Crawl updated webpage and add to agent
  • Result — Agent knowledge stays current with website changes

🌟 Example: Schedule automation → Runs daily → Crawls updated blog → Adds new posts to agent → Agent knowledge updates automatically → Always current.

Knowledge Types Supported in Automation:

  • Files — Upload files via automation
  • Websites — Crawl webpages via automation
  • YouTube — Add video transcriptions via automation
  • Text — Add plain text knowledge via automation
  • Projects — Connect projects via automation

👉 How to use: Create automation → Add "Add Knowledge to Agent" action → Select knowledge type → Configure → Agent trains automatically

💬 Embed AI Agents in Taskade Genesis Apps

Every Genesis app can include intelligent AI agents. Embed agents directly in your apps for contextual assistance.

Agent Chat SDK:

  • Pre-Built SDK — Simple SDK for building chat interfaces
  • React Hooks — useAgentChat hook for easy integration
  • Real-Time Streaming — SSE-based streaming for instant responses
  • Multiple Conversations — Support for multiple chat sessions

Integration Patterns:

  • Floating Chat Button — Always-accessible help in bottom-right corner
  • Embedded Panel — Inline contextual help within app
  • Command Bar — ⌘K-style natural language actions
  • Dedicated Tab — Agent as core app feature

How to Embed Agents:

Step 1: Create Agent

  • Create agent with manage_agent tool
  • Configure system prompt for app context
  • Connect to app's project data

Step 2: Enable Public Visibility

  • Set agent visibility to "public"
  • Required for chat interface in apps
  • Private agents cannot have public conversations

Step 3: Build Chat Interface

  • Use Agent Chat SDK (@/lib/agent-chat)
  • Create conversation manually
  • Connect stream when conversation ready
  • Display messages and handle user input

🌟 Example: Build CRM dashboard Genesis app → Create support agent → Connect to CRM project → Embed chat interface → Users get help directly in app.

Agent Chat Features:

  • Real-Time Streaming — Instant responses as agent types
  • Tool Calls — Agents can use tools (automation, projects)
  • Context Awareness — Agents understand app data and context
  • Multiple Conversations — Support for chat history and switching

👉 How to use: Build Genesis app → Create agent → Enable public visibility → Use Agent Chat SDK → Embed chat interface → Users chat with agent in app

🔗 Complete Training Workflow

Complete Example: Customer Support Agent

Step 1: Initial Training

  • Upload support documentation (PDFs)
  • Add FAQ project as knowledge
  • Crawl help center website
  • Add YouTube tutorial videos

Step 2: Automation Setup

  • Create automation: "Update Support Agent Knowledge"
  • Trigger: Weekly schedule
  • Action: Crawl updated help articles
  • Action: Add new articles to agent

Step 3: Embed in Genesis App

  • Build support portal Genesis app
  • Create support agent
  • Connect to support project
  • Embed chat interface in app

Step 4: Continuous Learning

  • Automation updates knowledge weekly
  • New content added automatically
  • Agent stays current with latest information
  • Users get accurate, up-to-date support

🌟 Result: Support agent trained on docs, FAQs, help articles, and videos → Updated automatically via automation → Embedded in support portal app → Provides intelligent assistance 24/7.

👉 Complete Workflow: Train → Automate → Embed → Evolve

📈 Training Benefits

For Builders:

  • Custom Intelligence — Agents trained on your specific data
  • Easy Training — Upload files, add projects, crawl websites
  • Automated Updates — Keep knowledge current automatically
  • App Integration — Embed agents in Genesis apps

For Operators:

  • Knowledge Management — Centralize knowledge in agents
  • Automated Training — Update agents without manual work
  • Scalable Intelligence — Train agents on large knowledge bases
  • Real-Time Updates — Knowledge updates automatically

For Businesses:

  • Intelligent Support — Agents answer questions accurately
  • Reduced Training Time — Automate agent knowledge updates
  • Better User Experience — Intelligent assistance in apps
  • Scalable Support — Handle more queries with trained agents

ROI Impact:

  • Time Savings — Automate knowledge updates
  • Accuracy — Agents answer based on your data
  • Scalability — Handle more queries automatically
  • User Satisfaction — Better support experience

🧩 Other Improvements

Knowledge Features:

  • Multiple Knowledge Sources — Files, projects, web links, YouTube, text
  • Automatic Processing — Content processed and embedded automatically
  • Semantic Search — Agents retrieve relevant information intelligently
  • Real-Time Updates — Knowledge available immediately after processing

Automation Integration:

  • Scheduled Training — Update agents on schedule
  • Event-Based Training — Train agents when content changes
  • Bulk Operations — Add multiple knowledge sources at once
  • Workflow Integration — Training integrated into automation workflows

Genesis App Integration:

  • Agent Chat SDK — Pre-built SDK for chat interfaces

  • Public Agents — Agents accessible in public apps

  • Context Awareness — Agents understand app data

  • Tool Access — Agents can use automation and project tools

  • Improved security, stability, and overall speed

  • Various bug fixes and optimizations

Check all updates on the Changelog Forum.

🚀 Join the Community

Great things are built together. Your ideas, feedback, and creations shape the future of Taskade Genesis. Connect, learn, and build with us:

Forum | Reddit | Facebook Group | Updates | Tutorials | Docs | Community

Intelligence That Evolves

Before: Generic chatbots. Static knowledge. Manual updates.

Now: Custom-trained agents. Your data. Automated learning.

Train once. Update automatically. Embed in apps.

Your agents evolve.

Start training and building now

This is the origin of living software 🌱

— John Xie, Co-founder & CEO, Taskade