Task Agents

Task Agents are AI agents that run background tasks on a schedule or on demand. Unlike voice, chat, or email agents that interact directly with people, task agents perform internal work such as data processing, analysis, and recurring operational tasks.

Key Concepts

• Task Agent — An AI configuration for background task execution
• Execution — A single run of the task agent
• Logs — Records of what the agent did during execution

Getting Started

1. Navigate to Agents > Task Agents
2. Click + Create Task Agent
3. Configure the agent's name, instructions, and schedule
4. Save

Creating a Task Agent

Configure your task agent with:

• Name — Descriptive identifier
• Instructions — What the agent should do when it runs
• Tools — Functions available during execution (e.g., CRM operations, web search, API calls)
• Schedule — How often to run (manual, hourly, daily, etc.)
• Phone Number — Optional, if the task needs SMS capabilities

Viewing Logs

Open a task agent and select Logs to review its execution history:

• Execution Date — When the agent ran
• Status — Success, failure, or partial
• Duration — How long the execution took
• Output — What the agent accomplished

Using Task Agents in Orchestrations

Task agents become more powerful when they are used as steps inside an orchestration. When a task agent runs in that context, two additional capabilities become available:

Placeholder Syntax

Data from earlier orchestration steps, such as Store Read results, form submissions, or previous task agent outputs, is available inside the task agent instructions through placeholders:

{{ key_name }}

For example, if a Store Read step loaded accounts_receivable:

Here are the current accounts receivable:

{{ accounts_receivable }}

Identify overdue accounts and recommend next actions.

• Strings are inserted as-is
• Objects and arrays are inserted as formatted JSON
• Unmatched placeholders are left unchanged

Any key produced by an earlier step can be referenced, including store data, formData, or taskAgentResponse from a previous task agent.

Update Orchestration Store Tool

When a task agent runs inside an orchestration, it automatically receives the update_orchestration_store tool. This lets the AI write structured data back to the orchestration's persistent store during execution.

The tool accepts a data object of key-value pairs to merge into the store. Existing keys with the same name are overwritten while unrelated keys are preserved.

This is useful in recurring workflows where the task agent needs to process information and persist the results for the next run without requiring a separate Store Write step afterward.

The tool only appears when the task agent is running inside an orchestration. It is not available during standalone execution.

Common Use Cases

• Data Enrichment — Look up missing contact information
• Report Generation — Create periodic summary reports
• CRM Maintenance — Clean up duplicate records, update stale data
• Monitoring — Check external systems and alert on issues
• Content Generation — Create drafts for review