🗒️Task End to End Examples (Notebook)

Full examples of some tasks, so you can see what they look like once added to your AI Agent.

This guide walks you through creating your first Task in 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

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⚙️ Step 1: Give Your Task a Name and Purpose

Name

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

Description

Explain briefly what the task helps users do.

Example:

Assist users with updating contact details on their account.

This description helps your team recognize the task later.

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💬 Step 2: Add Example Triggers

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:

Can I update my contact details to [email protected]  
Please contact me on [email protected]  
Use this [email protected] and [phone]

Negative examples (optional)

List examples of messages that shouldn’t trigger this task.

Example:

Can I update my subscription?  
Can I add a team member to my account?

These examples improve accuracy and reduce false positives.

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🔁 Step 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:

**Normal flow: email and phone**
- Customer: Update my details to [email protected] and [phone]
- Agent: Sure thing. To confirm, you want your new booking contact details to be [email protected] and [phone]?
- Customer: Yes
- Agent: Okay, that’s been updated for you. Please let me know if I can help with anything else.

Include variations where the user might only provide one piece of information (email or phone) or need to confirm details.

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🤔 Step 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:

Handover if the user is repeatedly struggling to update their contact details.

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🧪 Step 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.

Common examples:

Step 1 – Get Contact Details

Unless already provided, request the customer’s email and/or phone number they want used on their booking.
- If they already provided this, skip this step.

Step 2 – Confirm Details

Repeat the details back to the user before proceeding.
- If invalid or unclear (e.g., typo), ask them to confirm again.
- Allow them to edit their details if needed.

Step 3 – Perform the Update

If your task uses tools (APIs), include the tool reference here:

Update the booking with the new email and phone.
- Tool: {{update_contact_details}}
- Only proceed after confirmation in Step 2.

Step 4 – Confirm Completion

Tell the customer the update was successful (or failed) and check if they need any more help.

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.

Let the user know their request will be completed by the team.
- Then call {{handover}} to escalate.

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🛠 Step 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:

Update the booking with the new email and phone.
- Tool: {{update_contact_details}}
- Only proceed after confirmation in Step 2.

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✨ Step 7: Guidance for Tone and Style

Use the Guidance box to define your Agent’s tone for this task. Tasks don't any existing Guidance you have for your AI agent. Tasks have their own Guidance that's more focused on the task at hand.

Example:

Be polite but very brief — the user wants to complete the task quickly.

This ensures consistency across all responses.

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🧪 Step 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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🚀 Step : Activate

1. Before setti

2. Once it’s ready, toggle Set task live.

3. Click Save changes.

Your first AI task is now live! 🎉

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✅ Quick Tasks Checklist

Step	What to Do	Applies To
Name & Description	Clearly describe task purpose	All tasks
Example Triggers	Add real user phrases	All tasks
End-to-End Flows	Show sample conversations	All tasks
Handover Rules	Define when to escalate	All tasks
Instruction Steps	Define step-by-step actions	All tasks
Tool References	Add API or automation tools	Tool-based tasks
Guidance	Set tone and personality	All tasks
Test	Test in your Dashboard	All tasks
Set Live	Activate the task for users	All tasks

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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.