Create an AI Agent

Overview

Build a specialist that works for your business around the clock: a support rep, a bookkeeper, or a follow-up assistant. In this video, you build a custom AI agent. The agent reasons over your projects, calls tools, and remembers past conversations.

TL;DR: A Taskade AI agent combines a custom system prompt, built-in tools, and persistent memory. Give it knowledge sources and slash commands, test it in chat, then share it with your team or embed it on a public page. Watch the walkthrough, then create an agent.

Inside the video: The Complete Guide to Building AI Agents with Taskade

This guide builds a custom sales agent in Taskade and puts it to work on a real task. The presenter creates "Jake the sales agent," writes its instructions, sets a confident tone, adds a sales script as knowledge, and turns on web search. The agent then drafts a personalized cold message for a task in a project and runs in the background while the presenter keeps working.

Video: The Complete Guide to Building AI Agents with Taskade · 7:55 · published 2023-12-07 · Watch on YouTube

Key steps

1. Open Agents in a workspace or folder and create an agent. Name it for its job.
2. Write the agent instructions and pick a tone.
3. Add knowledge, such as a file, so the agent answers from your own material.
4. Turn on tools such as web search.
5. Add a custom command for a task you repeat, such as a cold message.
6. In a project, type / on a task and pick the agent command. Insert the result into the project.

The video dates from December 2023 and shows an earlier version of the agent editor, so some settings look different today. Multi-agent work, which the video calls a future update, is available now through AI Teams.

Timestamps

• 0:40 Open the Agents tab
• 0:51 Create and name an agent
• 1:24 Instructions and tone
• 1:59 Knowledge and web search
• 2:55 Background tasks
• 3:47 Custom commands
• 4:30 Run a command on a task
• 5:57 Insert the result
• 7:02 Agents for other teams

Try it: Custom AI agents · Create an agent · Build an Automation walkthrough

What you will learn

1. How to define an agent's role, tone, and goals
2. How to add tools so the agent can take action, and not only chat
3. How persistent memory keeps context across sessions
4. How to share the agent with teammates or embed it on a public page

What an agent can do for you

Each capability maps to a real job your agent can run without you:

Quick setup

1. Open Agents in your workspace.
2. Click New agent and pick a frontier model.
3. Write a system prompt that describes the agent's job.
4. Attach knowledge sources, tools, and slash commands.
5. Test the agent in chat, then publish or share.

If a reply is not right, click Regenerate on the agent's latest reply. You do not need to retype your message. Then tune the prompt until the answer is right.

Go deeper

These walkthroughs show how to train AI agents on your own files, share them in public, and run several agents together.

Train AI agents with any file, then edit apps visually.

Inside the video: New in Taskade Genesis: Train AI Agents With Any File. Edit Apps Visually. Build With Maps.

This update shows three additions to Taskade Genesis. An AI agent learns from files, projects, and web sources. An app changes when you click an element and describe the edit. An app can also place records on an interactive map. The demo trains a human resources agent on onboarding checklists, policies, and spreadsheets, edits a portfolio heading, and filters a restaurant map by cuisine. The video is set to music with no narration.

Video: New in Taskade Genesis: Train AI Agents With Any File. Edit Apps Visually. Build With Maps. · 0:56 · published 2026-02-08 · Watch on YouTube

Key steps

1. Open an agent and go to Knowledge. Add files, a Taskade project, or a web source such as a website URL or a YouTube video.
2. Connect a project as a knowledge source, so the agent stays in sync with that project.
3. In the app preview, click an element and describe the change.
4. Ask Taskade EVE for a map. The demo app pins each place by address and filters by cuisine, price, and rating.

Try it: Agent knowledge · Edit apps with the Element Selector · Taskade Genesis tour

Multi-agent orchestration: let agents collaborate on bigger jobs.

Inside the video: Taskade’s Latest Updates – Build AI Apps (Genesis Preview), Multi-Agent Orchestration, & More!

This August 2025 update introduced Taskade Genesis as a preview and added Orchestrate mode for AI agent teams. The video builds a waitlist page from one prompt and asks an agent team to plan a product launch. It also runs an agent team inside an automation that handles a contact form. Taskade Genesis launched in full in October 2025. The video has no narration, so this summary comes from the screen.

Video: Taskade’s Latest Updates – Build AI Apps (Genesis Preview), Multi-Agent Orchestration, & More! · 1:46 · published 2025-08-12 · Watch on YouTube

Key steps

1. Describe an app in one prompt. The video builds a "Join the Waitlist" page, and each sign-up lands in a waitlist project.
2. In an AI team chat, pick Orchestrate so the agents plan the work and split it between them.
3. In an automation, add the Ask Agent Team action after a form trigger. The video then sends an email with Gmail and adds a task to a lead tracker.
4. Open an agent's Share & Embed settings and turn on public access.
5. Protect a public link with a password, and duplicate an automation to reuse it.

Password protection needs the Pro plan or above. Gmail and the other premium integrations run on paid plans.

Try it: AI Teams · Public agents · Build an Automation walkthrough

Public AI agents, custom field automations, and live knowledge.

Inside the video: Taskade's Latest AI Updates: Public AI Agents, Custom Field Automation, Web Search & Live Knowledge!

This September 2024 update lets you share AI agents in public and lets automations change custom fields. The video shares a public help agent that answers a Slack integration question from its knowledge. It then builds an automation that sets a task status when someone assigns the task. A second automation searches the web for a company name and fills custom fields with the cleaned result.

Video: Taskade's Latest AI Updates: Public AI Agents, Custom Field Automation, Web Search & Live Knowledge! · 3:51 · published 2024-09-18 · Watch on YouTube

Key steps

1. Turn on public access for an agent, then share its link or embed it on a website.
2. Train the agent with links, files, or Taskade projects as knowledge.
3. In a project, click Automate. Pick the task assigned trigger and add the Update Custom Fields action.
4. Add a web search step and an AI step to research each company name, then write the result into custom fields.
5. Convert a file in the Media tab into a project, so agents always read its latest version.
6. Star agents under Manage agents to pin them in the sidebar.

Timestamps

• 0:06 Public agents: share and embed AI agents
• 0:53 Automations that update custom fields
• 1:47 Custom fields with AI and web search
• 2:17 Media tab knowledge sources
• 2:44 Project generator with new sources
• 3:00 Team chat call links
• 3:23 Agent management in the sidebar

Try it: Public agents · Agent knowledge · Build an Automation walkthrough

Integration with X, a custom field trigger, and agent tools.

Inside the video: New at Taskade: Integration with X, Custom Fields Trigger, Personalize Public Agents & Agent Tools!

This October 2024 update connects Taskade automations to X, adds a trigger for custom field changes, and gives AI agents a tool that assigns tasks. The video schedules posts from a project with a due-date trigger and the X Create Post action. It watches a status field and branches to a Slack message when a post is marked as posted. A project manager agent then assigns a task to a teammate after the user approves the change.

Video: New at Taskade: Integration with X, Custom Fields Trigger, Personalize Public Agents & Agent Tools! · 3:17 · published 2024-10-02 · Watch on YouTube

Key steps

1. Put each post in a task and set a due date, one day apart.
2. Add an automation with the task due trigger and the X Create Post action. Connect your account and save.
3. Add the custom field updated trigger to watch a status field.
4. Add a Branch step so each status leads to its own action, such as a Slack channel message.
5. Give a public agent a light or dark theme and a custom background.
6. Add the assign task tool to an agent, ask it to assign a task, and approve the change.

X and Slack are premium integrations, so they run on paid plans.

Timestamps

• 0:05 Schedule posts to X
• 0:56 Custom field trigger with a branch
• 2:27 Themes and backgrounds for public agents
• 2:40 Agent tools
• 2:55 Assign a task with an agent

Try it: Agent tools and commands · Automation triggers · Connect Your Tools walkthrough

Related guides

• Custom AI Agents
• Agent Tools and Commands
• Agent Memory