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[Product Update] Say Hello to Custom Tasks!

TeamPal Nate
Operations Manager
| Mar 10 | 1 min read
[Product Update] Say Hello to Custom Tasks!
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Hi there! It’s new feature announcement time, and we’ve got something exciting to share with you.

You must already be familiar with TeamPal's tasks—specific actions designed for your agents to perform. In technical terms, tasks are optimized prompt templates with required inputs, crafted to enhance AI output. These can range from answering customer questions, generating reports, and suggesting best practices to scheduling meetings. 

However, these tasks are typically provided as a default list for each agent.

TeamPal tasks

Now, with the introduction of Custom Tasks, you take control!

This new feature allows you to create tasks tailored to your unique needs and workflow, giving you the flexibility to design specific processes for yourself. Not only does it enhance your interaction with the AI assistant, but it also helps you save time, especially when automating routine or repetitive tasks.

How to Access Custom Tasks

You can access this feature:

  • From the sidebar: Navigate easily using the toolbar.

Access Task from the sidebar

  • In the Task tab: Found under Agent Configuration.

Access Task under Agent Configuration

How It Works

1. Click Create to start building your custom task.

Create task

2. Preview your task before saving it—you’re in charge every step of the way!

Preview task

3. Once satisfied, simply hit Create New, and you’re all set!

Your newly created task will be ready to go, and you can immediately select it and start interacting with the AI assistant. Just choose the task from the list, and let the agent handle it for you.

Try the custom task you created in your chat

That’s it for now! With Custom Tasks, you can make better use of your interaction with TeamPal’s AI assistant. Try it out and let us know what you think.

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