Team agents
Tasks
Small agents inside an agent, each with one job and its own chat.
A task is an agent inside an agent. It has its own documents and chat, and lives in its parent's sidebar. "Q3 close" gets a clean room without cluttering your menu.
Create a task
- 1
Open Create a task
Click the ＋ beside the Tasks heading, or press ⌘ ⇧ O. On Windows, press Ctrl Shift O.
- 2
Write the instructions
In the Task tab, brief the job like a colleague, such as Reconcile the Q3 bank feed. You can attach files and @-mention documents.
- 3
Pick the model and mode
The menu at the bottom left sets the AI model and permission mode. It starts on the parent chat's mode.
- 4
Submit
Click Submit. The task opens and starts right away. It is named from your first words.
The Schedule tab sets up a run on a timetable. See Schedules. The Event tab is not available yet.
You can also ask the main agent to create a task to chase the overdue invoices.
Work in a task
Click a task's name to switch the chat to it. The task keeps its own history and works its own documents first. It can also read its parent's documents, sibling tasks' documents and the agent's subscriptions. See What your agent sees.
Its documents appear in the Computer's Documents tab. Drop files on a task's row to add them.
Hand work to a task
In the main chat, @-mention a task with the job, such as get @Q3 close to reconcile the bank feed. The @ menu lists them under Tasks. The task works on it in its own chat, and its answer stays there.
A task reports back to the main agent only when its instructions ask it to. Each hand-off is a normal chat turn, billed like any other.
Why use tasks
Each chat re-reads only its own history. That keeps context clean and turn costs down. What stays inside a task does not leak outward.
Sort the list
The ⋯ beside the Tasks heading has Sort by, with three choices.
| Sort | Order |
|---|---|
| Latest run | The task that ran most recently first. The default |
| Newly created | The newest task first |
| Name | A to Z |
Favourites stay on top in every sort. The choice is remembered for each agent.
Tidy up
Hover a task's row for its ⋯ menu, with Rename, Favourite, Archive and Delete. A task that has a schedule also offers Edit schedule.
To act on several tasks, Shift-click or ⌘-click them, or drag a box around them. On Windows, use Ctrl-click. Then choose Archive or Delete from any selected row's menu.
Archived tasks keep their documents. To see them, choose Show archived from the ⋯ beside the Tasks heading. They show faded at the bottom, and each one's menu has Unarchive.
Use an agent for the standing job and a task for each instance. When March close ends, archive it and start April close.
Tasks on a shared agent today
On a shared agent, an Editor or Full member can create tasks. Viewers can't. Everyone on the agent sees its tasks and their documents.
Each person's chat in a task is their own, as on the main agent. To hand work over, have the agent write it into a shared document.
On team agents
Team tasks are rolling out and may not be in your workspace yet. Until then, tasks on a shared agent work as described above.
With team tasks, every task on a shared agent is a team task. It has one conversation the team can read, and one person who works in it.
- The agent's owner owns every task, whoever made it.
- Each task keeps one conversation, not one per person.
- Everyone on the agent can read it, unless it is private.
- Only the assigned person types in it.
Everyone else sees "Only Inès Roux can chat in this task. You can read everything here." in place of the message box, with the name of whoever holds it. Each team task's row shows that person's face.
The assigned person's turns use their own connections. They count toward that person's spend limit. A Viewer gets read-only turns.
The main agent has no private chat any more, the owner's included. Its chat is the team chat. For work of your own, create a task and keep it.
Create and assign a team task
- 1
Open Create a task
Click the ＋ beside the Tasks heading.
- 2
Pick who it is for
In Assign to, keep Me or pick a teammate.
- 3
Write the first message
Brief the job, then click Submit.
- 4
Hand it over
Once your first message is in, the task moves to the person you picked.
Only the owner and Full members see Assign to. A task anyone else creates is assigned to them.
Reassign a team task
The top of a task shows the agent and the person who holds it. The owner and Full members also get an arrow beside that person, titled Reassign.
- Open the task.
- Click the arrow beside the assigned person.
- Pick a teammate.
The conversation stays put, so the next person reads and continues all of it. The owner and Full members can also click Reassign to me where the message box would be.
If someone leaves the agent or is removed from it, their tasks go back to the owner.
Private team tasks
The owner or a Full member can make a task private. Use the Visible menu at the top of the task, or Make private in the task row's ⋯ menu. Make visible to team turns it back.
A private task's chat opens only for the owner, Full members and the person it is assigned to. Its row shows a lock for everyone. Anyone else can't open its chat, its schedules or its approval cards, or mention it.
Private hides the conversation, not the work. The task's documents stay visible to everyone on the agent.
Only the assigned person manages a team task's schedules. A team task runs in the team's permission mode, set by the owner or a Full member. Who may rename, archive or delete a team task is on Roles & permissions.