Agent Tasks are work your agent does in the background — outside of any live conversation. Daily monitoring, scheduled follow-ups, multi-hour research, "wake me up when X happens" — all of these are tasks.
Tasks vs conversations
- A conversation is real-time. Customer messages, agent replies, all happening within seconds.
- A task is asynchronous. The agent runs it now, later, repeatedly, or whenever a signal arrives. The output goes to a destination you pick — Slack, email, a webhook, your CRM.
Three kinds of tasks
- One-shot — fire and forget. "Research our top three competitors and email me a summary by tomorrow morning."
- Scheduled — runs on a cadence. "Every Monday at 9am, check our top customers' usage and flag anything dropping."
- Signal-driven — runs when an external event happens. "When a customer hasn't replied in 48 hours, send a follow-up."
What tasks have
Every task has:
- A goal — plain language description of what to do
- A schedule (or trigger)
- A destination — where output lands
- Access to the agent's actions, sources, and memory
Tip
Tasks unlock the work humans hate doing — the repeating chores, the keeping-an-eye-on-it work, the "could you check?" requests. Most teams find their first three tasks save a person-day per week each.
Where to find them
On any agent, the Agent Tasks area lives alongside the Playground and Conversations. From there you can create new tasks, see running ones, and review past task results.