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How to Create a Task for Your AI Employees (and Get Better Results Every Time)

Tasks are one of the most powerful ways to put your AI Team to work. Unlike a quick chat message, a task gives your agent a scheduled action with a specific recurrence, so they know exactly what to do, and when to do it, without you having to remind them.

Written by Melissa Lozano

What is a task?

A task is a recurring or one time action you assign to an employee, set to happen at a specific date and time. Think of it like adding something to your agent's calendar with full context attached.
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Where do I create a task?

You can create tasks in two ways:

Option 1: The Task section of your dashboard

  1. Go to the Tasks section from your left menu

  2. Click Create Task

  3. Fill in the form: agent, action, date, time, and recurrence

  4. Hit save...done!

You can also view all your active tasks and completed tasks from this same section.
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Option 2: Chat directly with your agent

You can ask your agent to create a task for themselves during a conversation. This is great when you're already in the middle of working with them and want to set something up on the fly.
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The Task Success Formula

Getting the most out of tasks comes down to how clearly you set them up. Here's a formula that works every time:

[Agent name], please create a task for yourself. [Recurrence: e.g., Next Monday / Every Monday] at [Specific time] I want you to [Specific action] + [Details]. This is for [Goal].

Example:

Stan, please create a task for yourself. Every Monday at 9:00 AM I want you to send a follow-up email to leads who haven't responded in 5 days. This is for keeping my pipeline active.

The more specific you are, especially around timing, the action itself, and the goal behind it, the better your agent will perform.

Tip: Tasks work best for recurring actions. For one-time things you need done today, a quick chat message is usually enough.

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