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Step 3: Setting the Agent's Task

Task is a brief textual description of the AI agent’s high-level objective:

  • When the AI agent should act
  • What overall goal it should achieve
  • What constraints apply to its actions

Important: Do not describe behavior details or step sequences here — those will be defined separately in the Workflow.

Configuration Steps​

  1. Go to the Task section in the agent settings.
  2. Enter a clear description of the AI agent’s role and actions.

Example Task Configuration​

Your main task is to assist users 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 user has clearly expressed intent. Always respond politely, professionally, and helpfully, using natural language.