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Agent's Task

The Task section defines the AI agent’s primary objective — what the agent is expected to achieve during conversations — and operational scope. It determines when the agent should act, what outcome it should achieve, and which boundaries guide its decisions during conversations.


Components

A well-defined Task typically includes:

  • Primary Objective — the main outcome the agent is responsible for achieving
  • Operational Context — the situation or business scenario in which the agent operates
  • Constraints and Guidelines — limitations that restrict agent behavior
  • Success Criteria — conditions indicating successful task completion

Configuration

Do’s ✅Don’ts ❌
- Describe the intended outcome of conversations
- Define clear responsibility boundaries
- Specify operational constraints when needed
- Keep the Task concise and goal-oriented
- Describe step-by-step interaction logic
- Duplicate Identity or Workflow instructions
- Turn the Task into a detailed conversation script

Example

Your main task is to assist customers with product-related questions, collect contact information if needed, and suggest a time for a call. Your actions are restricted to the tools listed in the **Available Tools** section. You are not allowed to perform any other actions.

You should not take action unless the customer has clearly expressed intent. Always respond politely, professionally, and helpfully, using natural language.