Agent's Task
The Task section defines the AI agent's primary objective — what the agent is expected to achieve during conversations — and its operational scope. It determines when the agent should act, what outcome it should achieve, and which boundaries guide its decisions during conversations.
Task does not describe who the agent is, how it speaks, or the step-by-step conversation flow — those are configured in Identity, Speech Style and Language, and Workflow respectively.
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 (belongs to Workflow) - Describe communication style or tone (belongs to Speech Style and Language) - Duplicate Identity 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.
This example contains only the agent's objective and operational constraints. Tone of voice and phrasing are configured separately in Speech Style and Language.