Overview
AI agent chat is where you talk to the custom agents you built. Each agent answers from its own instructions, tools, and persistent memory, so the reply fits your work. Its persistent memory is the knowledge and projects you attach.
TL;DR: Open an agent from AI Agents and chat on its Messages tab, or pick it in any project chat. Attach files, type
/for commands, and type@to add context. Each chat keeps its own thread. Turn a good reply into a project or a task, and see AI Teams to chat with several agents at once.
┌──────────────────────────────────────────────────────────┐
│ Support Bot Messages · Knowledge · Actions · Publish │
├──────────────────┬───────────────────────────────────────┤
│ Messages [+] │ Hi! Ask me about orders or hours. │
│ My Chats │ │
│ Visitor Inbox │ You: Do you deliver on Sundays? │
│ │ │
│ Delivery days │ Agent: Yes, from 9 to 1. │
│ Allergen list │ [ Copy ] [ Regenerate ] [ Rate ] │
│ ├───────────────────────────────────────┤
│ │ [+] Ask your agent [ / ] Send │
└──────────────────┴───────────────────────────────────────┘
Behind an Agent Chat Message
Each message goes through the same short loop. The agent reads its knowledge, plans, uses a tool if the request needs one, and then writes the answer.
The agent also sees the earlier messages in the same chat. Its persistent memory is the knowledge and projects you attach. That memory stays with the agent in every chat, and you can refresh or update it at any time.
Agent Chat vs. Generic AI Chat
| AI agent chat | Generic AI chat | |
|---|---|---|
| Knowledge | Your projects, files, links, and videos | General training data only |
| Instructions | A saved role, tone, and rules | You repeat the context in each prompt |
| Actions | Tools, slash commands, and automations | Text only |
| Where | Agent page, project chat, AI Teams, public link | One chat window |
Note: New to agents? Build one first with Custom AI Agents.
Start an Agent Chat
Pick the place that fits the job:
| Where | Best for | How to open it |
|---|---|---|
| Agent page | Long chats and many threads | AI Agents → click the agent → Messages |
| Project chat | Questions about the project you have open | Open a project → click the chat icon in the top bar → pick the agent |
| AI Team chat | Work that needs several specialists | AI Teams → click the team |
| Starred agents | One-click access from any project | Star the agent, then click its icon in the side ribbon |
| Phone | Chat on the go | The Taskade app. See agents on mobile |
To start a chat on the agent page:
- In your workspace sidebar, open AI Agents.
- Click the agent.
- On the Messages tab, click + (New chat).
- Type your message, or click a conversation starter.
To chat in a project:
- Open the project.
- Click the chat icon in the top bar.
- Open the menu at the top of the chat and pick an agent. The menu also lists Team Chat and your AI Teams.
A project chat can read the project you have open. It is the fastest way to ask "what is late?" or "summarize this list". See AI Chat for project chat.
Chat With Teammates and an Agent
A project chat is visible to the project members. A line under the message box tells you who can see the chat.
- Open the project chat and pick an agent.
- Type a prompt. Teammates who open the same chat see the replies.
See AI Agent Chat for Teams for shared threads.
Write a Message
The message box does more than take text.
| Action | How |
|---|---|
| Attach a file or a link | Click + → Upload Files, Add from Workspace, Add from Cloud, or Add from Links |
| Run a command | Type /, or click the commands button. Pick one of the agent's commands |
| Add context | Type @ and pick an app, a project, an automation, an agent, or a media file |
| Format the text | Use Markdown, for example **bold**, - list, and code blocks |
The composer accepts images, PDF files, and text files such as TXT, MD, CSV, and JSON. If a file is too large, Taskade names it and points you to the agent's Knowledge tab for large reference material.
Note: A command runs a saved prompt. Add your own details after you pick it. See Markdown Support for formatting.
Ask for Code and Tables
Ask the agent for code or a table, and the reply renders it.
Write a Python function that sorts a list of orders by date.
Then show the result for three sample orders as a table.
Hover a code block or a table and click Copy to take it out.
Chat With an AI Team
An AI Team puts several agents in one chat. Pick a mode above the message box before you send. AI Teams need Pro or a higher plan.
| Mode | Who replies |
|---|---|
| Auto (default) | The single best agent for the message |
| Everyone | Every agent on the team, one after another |
| Manual | Only the agents you select |
| Orchestrate | A lead plans the steps and gives each step to an agent |
- Open the chat menu in a project, or open AI Teams.
- Pick a team.
- Pick a mode, then type your message.
Each agent that replies uses AI credits, so Everyone costs more than Auto. See AI Teams.
Use Agent Responses
Use the buttons under a reply to keep the result. The set depends on where you chat.
| Button | What it does | Where |
|---|---|---|
| Copy | Copies the reply to your clipboard | Every chat |
| Add to project | Adds the reply to a project. Pick the workspace, folder, project, and place | Project and team chats |
| Add to agent knowledge | Saves the reply as knowledge for the agent | Project and team chats |
| Create project | Starts a new project from the reply. Create project with AI builds one for you | Project and team chats |
| Automate with AI | Starts an automation from the reply | Project and team chats |
| Regenerate | Writes a new answer to the same prompt | Agent page |
You can also send a reply into AI Project Studio.
Quick Add a Reply to a Project
- Click the + icon under the agent's reply.
- Pick where the reply goes: workspace, folder, project, and place.
- Click Add to project.
See Quick Add for more ways to capture text.
More screenshots of the reply buttons
Manage Your Chats
Each chat is a separate thread with its own history. Keep one thread for each topic.
- On the agent's Messages tab, click + to start a new chat.
- Click a chat under My Chats to continue it.
- Click ··· next to a chat to Rename, Share, Export, or Delete chat.
Export Conversations
Every plan can export a chat from the agent's Messages tab. Exporting an AI Team chat needs Pro or a higher plan.
- Click ··· next to the chat.
- Click Export.
- Copy the transcript, or download it as a Markdown file.
Share a Conversation Read-Only
Share one chat with someone who is not in your workspace.
- Click ··· next to the chat.
- Click Share and turn on the read-only link.
- Copy the link and send it.
- When access is no longer necessary, turn the link off.
The link opens only that chat. It does not open your other chats or the agent's inbox.
Focus on One Chat
The agent page fills the window, so it is the best place for a long chat. Collapse the chat list to give the thread more room.
Screenshots of the earlier agent pop-up
Earlier versions opened an agent in a pop-up with buttons to open a new window or go full screen.
See How the Agent Got There
When an agent uses a tool, the step shows in the chat as a row. The row tells you which tool ran and whether the step is still working.
┌──────────────────────────────────────────────┐
│ HubSpot Create Contact (i) │
│ Added 1 contact to the Leads list │
└──────────────────────────────────────────────┘
│ click (i)
v
┌──────────────────────────────────────────────┐
│ Tool details │
│ Arguments { "email": "sam@example.com" } │
│ Result { "id": "0142" } │
└──────────────────────────────────────────────┘
- The info button opens Tool details with the Arguments and the Result.
- A long result is trimmed, with a count of the characters not shown.
- A failed step gives a plain sentence about what went wrong.
Tool rows appear in agent chats, AI Team chats, and the preview of a public agent. Visitors on a public page never see the raw result, because a result can carry workspace data.
Answer a Question the Agent Asks
If the agent is missing a detail, it can ask you inside the chat. A Questions card shows the question and a set of options.
- Pick an option, then click Continue.
- Click Skip to pass on a question.
- Answer the last question. The agent gets all your answers as one reply and continues.
If a tool call waits for your approval, approve or reject it first. The card comes back with your answers intact.
Stop a Run
Click Stop to end a reply in progress. Stop also ends work that Taskade EVE handed to one of your agents or to an AI Team, so it stops using AI credits.
Two more buttons sit under each reply:
- Regenerate writes a new answer to the same prompt. To compare models, change the agent's AI Model on its Knowledge tab, then regenerate.
- Good response or Bad response rates the reply. After a bad rating, you can add a reason.
Command Modes
Each slash command has a mode. The mode decides how the agent works on the prompt.
| Mode | What the agent does |
|---|---|
| Default | Runs your prompt one time and answers |
| Plan and execute | Sets a goal from your prompt, runs a few steps toward it, then writes a summary |
Change Command Modes
- Open the agent, then the Actions tab.
- Click Commands.
- Open a command, or click Add command.
- Pick Default or Plan and execute.
- Save the command.
Plan & Execute Examples
| Your prompt | What the agent does |
|---|---|
| "I need strategies to increase sales revenue." | Sets the goal, researches sales and pricing ideas in a few steps, then summarizes |
| "Our sales are declining." | Works out the likely goal first, then runs the same steps |
| "I need advice on employee productivity." | Looks at time management, motivation, and workspace setup, then summarizes |
See Autonomous Agents for more on this mode.
Public Chats Land in the Visitor Inbox
When you publish an agent, visitors chat with it on a public page. Their chats appear on the agent's Messages tab under Visitor Inbox, next to My Chats.
- Open the agent and click the Publish tab.
- Turn on the Publish Agent switch.
- Share the Agent Share Link, or embed the agent on your site.
- Open Messages → Visitor Inbox to read the chats.
Read Public Agent Link and Visitor Inbox for the full flow, and Publish Agents Publicly for every publish control.
Screenshots of the earlier publish screen
Earlier versions put these settings on a Share Agent tab with a Public access switch. The settings now live on the agent's Publish tab.
Star Your Favorite Agents
Star an agent to keep it one click away.
- In AI Agents, click ··· next to the agent.
- Click Star.
Starred agents show in the side ribbon of your workspace and in your Starred list. Click Unstar to remove one.
Screenshots of the earlier agent sidebar
Frequently Asked Questions
What makes AI agent chat different from a generic AI chat?
A custom agent answers from its own instructions, knowledge, and tools, so the reply fits your work. A generic AI chat has only general training data. The agent can also act: it runs commands, uses tools, and starts automations. See Custom AI Agents to build your first one.
Where can I chat with a custom AI agent?
Chat on the agent's Messages tab, in any project chat, in an AI Team chat, or on your phone in the Taskade app. Visitors can also chat with a published agent through its public link or a website embed.
Which AI models can I use in agent chat?
Taskade provides frontier AI models from top AI labs, including OpenAI GPT and open-weight models such as DeepSeek and Qwen. Users on paid plans can select their preferred model for AI agents and app generation. Enterprise can add Anthropic Claude with its own API key (BYOK). Set the model in the agent's AI Model setting. See AI Models.
What tools can an agent use during a chat?
An agent can search the web, read a web page, work in your projects, run automations, and act in connected apps. Each tool step shows in the chat, and its info button opens the arguments and the result. Learn how in Tools for AI Agents.
What files can I attach to a chat message?
The composer accepts images, PDF files, and text files such as TXT, MD, CSV, and JSON. If a file is too large, Taskade names it and points you to the agent's Knowledge tab, which holds larger reference material for every reply. See Agent Knowledge & Memory.
Can I chat with more than one agent at once?
Yes. Pick an AI Team in the chat menu to bring several agents into one chat. Auto sends each message to the single best agent. Everyone, Manual, and Orchestrate bring in more agents. AI Teams need Pro or a higher plan. See Multi-Agents.
Does an agent remember my earlier chats?
Each chat keeps its own history, and you can continue it from My Chats. Across chats, the agent's persistent memory is its knowledge: the files, links, and projects you attach. That memory stays with the agent, and you can refresh or update it at any time. Put lasting facts there so every chat can use them.
How do I share an agent chat with my team or the public?
To share one chat, open its menu, click Share, and turn on the read-only link. To let anyone talk to the agent, publish it from the Publish tab and share the Agent Share Link. Public chats appear in the Visitor Inbox. See Team Chat for shared threads.
How do I reuse an agent's response?
Use the buttons under the reply. Copy it, add it to a project or to the agent's knowledge, or create a new project from it. You can also start an automation or send the reply into AI Project Studio.
Can I chat with my agents on a phone?
Yes. The Taskade app for iOS and Android opens your workspace, and the AI Agents screens work the same as on the web. See Use Custom AI Agents on Mobile.
Related guides
- Custom AI Agents. Full agent creation guide.
- Agent Knowledge & Memory. What the agent reads in every chat.
- Tools for AI Agents. Turn on tools for chat-time actions.
- Guide to Writing Agent Prompts. Prompt patterns for better replies.
- Multi-Agents. Chat with several specialists at once.
- Team Chat. Share chats with teammates.
- Public Agent Link and Visitor Inbox. Every public chat in one place.
- Autonomous Agents. Deep dive on Plan and execute.
- Use Custom AI Agents on Mobile. Chat with agents on iOS and Android.
- AI Model Credits. What each model costs.
- Taskade Genesis FAQ. Put your agents inside a live app.