Tasks

Overview

Assistant Engine allows you to create predefined tasks to further automate workflows. These tasks leverage existing assistants, using their configured data source access and capabilities to perform specific actions regularly or on-demand. This feature can streamline processes like ticket management, categorization, and team notifications.

Figure 14: Task Overview

Example Use Case

A predefined task can automate the process of checking a customer feedback board every 15 minutes, categorizing feedback by type (e.g., bug, feature request) and urgency (e.g., critical, normal), and automatically creating detailed bug tickets for the relevant developer team while notifying them in their Slack channel.

How to Set Up Predefined Tasks

Step 1: Define the Task

Navigate to the Create New Task section.
Select the assistant you want the task to work on (data source access is already defined at the assistant level).
Provide the task details:
- Title: A descriptive name for the task.
- Key: A unique identifier for the task.
- Required Context: Define specific keys required to execute the task.
- Description: Provide a detailed explanation of what the task does, including examples if needed.

Figure 15: The setup interface 1/3

Step 2: Add Additional Instructions (Optional)

Select any relevant information or context that the assistant needs to perform the task effectively. This could include predefined documents, guidelines, or custom instructions.
Ensure the selected resources are appropriate for the task and assistant.

Figure 16: Example of additional instructions setup 2/3

Step 3: Configure Scheduling (Optional)

Set up a schedule for the task:
- Frequency: Define how often the task should run (e.g., minutely, hourly, daily).
- Interval: Specify the time interval (e.g., every 15 minutes).
Leave it as “Does not auto-repeat” if the task should only run on-demand.

Figure 17: Task scheduling setup 3/3

Access Tasks

Depending on your use case you can choose to access your overall task list from the main navigation or see assistant-specific tasks ready for selection in the corresponding chat (via icon on the top right of the assistant’s chat view).

Figure 18: Chat Window with Task sidebar open

Historic tasks and automated executions triggered in the background can always be accessed and reviewed through the task log history or the chat history of the underlying assistant. For that, click on the history icon in the assistant’s chat view and open the task tab.

Figure 19: Task run history tab