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    • Create a task
    • Schedule recurring tasks
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Guides5. Agent TasksCreate a task
Chapter 5 · Agent Tasks

Create a task

Two ways to start a task: from the dashboard, or from inside a conversation.

4 min read

There are two ways to create an Agent Task: from the dashboard, or from inside a conversation by asking the agent to run something for you. This guide covers both.

Method 1 — from the dashboard

1

Open the agent

Pick the agent you want the task to run on.

2

Click 'New task'

From the Tasks section. A modal opens asking for the goal, schedule, and destination.

3

Write the goal

Plain language. Be specific. Examples:

  • "Research the latest pricing of AcmeCorp, BetaCo, and GammaSoft. Compare them to ours and tell me which one is the most competitive threat right now."
  • "Pull the last 7 days of conversations tagged 'feature request' and summarise the top 5 themes."
  • "Check whether our website is up. If it returns anything other than a 200 status code, ping the on-call channel."
4

Choose a schedule

Run once, recurring, or signal-driven. See Scheduling.

5

Pick a destination

Where should the task's output go?

  • An email address
  • A Slack channel
  • A webhook URL
  • Just stored in Chatzuri (you check the dashboard)
6

Save

For scheduled tasks, the first run happens at the next scheduled time. For one-shot, it starts immediately.

Method 2 — from a conversation

Ask the agent in chat to do something async. Examples:

  • "Can you keep an eye on this and ping me when it changes?"
  • "Run a check on this every Monday morning."
  • "Look into this and email me when you have a full picture — there's no rush."

The agent recognises async intent, asks any clarifying questions ("which email?", "every Monday at what time?"), and registers a task. You'll see the task appear in the dashboard.

Tip
Conversational task creation is the magical mode. Customers can register tasks that work on their behalf — a sales agent can register a "follow up with this lead in 7 days if they go quiet" task without anyone touching the dashboard.

Editing or stopping a task

From the Tasks list, click any task to open its detail view. From there you can edit the goal, change the schedule, or pause / delete the task.

Previous · Agent TasksWhat are Agent Tasks?Next · Agent TasksSchedule recurring tasks
Chatzuri

AI-powered agents are transforming customer interactions by providing instant, intelligent responses around the clock. They help businesses reduce operational costs, improve response times, and scale support without compromising quality. These agents understand natural language, learn from conversations, and integrate with existing systems to offer personalized experiences that enhance customer satisfaction and loyalty.

Chatzuri

AI-powered agents are transforming customer interactions by providing instant, intelligent responses around the clock. They help businesses reduce operational costs, improve response times, and scale support without compromising quality. These agents understand natural language, learn from conversations, and integrate with existing systems to offer personalized experiences that enhance customer satisfaction and loyalty.

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