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This guide walks you through creating your first Task in My AskAI — whether your task uses Tools (APIs) or runs without them. Tasks let your AI Agent handle structured, repeatable actions like updating customer details, resetting passwords, or collecting feedback. Need some inspiration on what Task to create first?

Task Use Cases

You can create a Task by going to Tasks & Tools in the left hand menu of the Dashboard and clicking “Create”.

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1. Give Your Task a Name and Purpose

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Name

Give your task a short, action-oriented title that describes what it does. Examples: Update Contact Details, Reset Password, Schedule Appointment

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Description

Explain briefly what the task helps users do. Example:
This description helps your team recognize the task later.

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2. Add Example Triggers

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Example questions to trigger this task

Provide 2–3 sample user messages that should start this task. These help the AI agent recognize when to use it. Example:

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Negative examples (optional)

List examples of messages that shouldn’t trigger this task. Example:
These examples improve accuracy and reduce false positives.

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3. Write Example End-to-End Flows

Show how a full conversation should go. Write at least one normal flow that clearly demonstrates how the AI should respond. Example:
Include variations where the user might only provide one piece of information (email or phone) or need to confirm details.

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4. Add Handover or Escalation Rules

Sometimes users may get stuck or need human help. Use this section to explain when the AI should hand over to a human agent. Example:

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5. Add Instruction Steps

Instruction steps are the step-by-step recipe your AI Agent follows to complete the task. Each step should include clear instructions in plain English.

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Common examples:

Step 1 – Get Contact Details
Step 2 – Confirm Details
Step 3 – Perform the Update If your task uses tools (APIs), include the tool reference here:
To reference a Tool, use the tool name enclosed in double curly braces, like this: {{tool_name}}
Step 4 – Confirm Completion
If your task does not use tools, you could replace this final confirmation step with a handover for an a human agent to complete the final step.

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6. Add Available Tools (Optional)

Tools (API access for AI agents) are available for accounts with 5,000+ conversations per month. You can learn more about tools below.

AI Actions (Tools)

If your task needs to use an API, you’ll need to add this as a Tool first. This can then be reference in a task step. Example:

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7. Guidance for Tone and Style

Use the Guidance box to define your Agent’s tone for this task. Tasks don’t use any existing Guidance you have for your AI agent. Tasks have their own Guidance that’s more focused on the task at hand. Example:
This ensures consistency across all responses.

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8. Save & Test

  1. Click Save changes but do not set live until you’ve tested it
  2. Once saved, close the task and test your task in the chat widget

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9. Activate

  1. Once it’s ready, toggle Set task live.
  2. Click Save changes.
Your first AI task is now live! You can test it out in the preview widget instantly 🎉

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✅ Quick Tasks Checklist

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🔑 Tip

Start with a simple task (like “Update Contact Details”) before building more advanced ones. Once comfortable, you can chain multiple tasks or integrate APIs for full automation.