Task in Sprinklr AI Agent allows you to define and manage specific actions that an AI Agent can perform. A task represents a structured workflow that executes a user’s request or an operational objective. You can configure each task with prompts, skills, and tool integrations to ensure consistent performance.

Access Task Manager in AI Agent

• Navigate to Launchpad. In the Sprinklr Service tab, under Persona Apps, select AI Agent Studio.

• On the AI Agent page, select the AI Agent in which you want to add a Task.

• Click the Expand icon corresponding to the Build section.​

• Navigate to Tasks and click View.​

• On the Tasks Manager window, click + Add Task in the top right corner.

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Task Overview

In the Task Overview section, configure the following fields:

Name

Enter a unique and descriptive name for the task.

• Example: Order Cancellation Request

• Best Practice: Use action-oriented names for clarity.

Task Category

Select a category to organize tasks by function or department.

• Examples: Customer Support, Sales, Billing, IT Helpdesk

• Helps in filtering, reporting, and governance.

Description

Provide a detailed description of the task, explaining what it does and when it should be triggered.

• Example: This task allows agents to cancel customer orders and update CRM records accordingly.

Task Type

Choose whether the task is Reactive or Proactive:

• Reactive Task: Triggered in response to a user’s input or request.

• Example: “Reset my password” → Reset Password task executes.

• Proactive Task: Initiated by the system based on context, rules, or events.

• Example: Sending a reminder message before an appointment.

Task Details

In the Task details section, configure the following fields:

Create Prompt

Click + Create Prompt to define how the AI Agent will handle the task:

• From Scratch: Write custom instructions tailored to your workflow.

• From Template: Use pre-built prompt templates and modify them as required.

Each prompt should be clear, structured, and action-oriented.

Tools

Select the required Tools configured in your AI Agent Agent for the task execution from the dropdown. 

LLM Configuration

Select the LLM (Large Language Model) Configuration for the task. This determines:

• Model to be used (e.g., GPT-4, domain-specific LLM)

• Parameters such as temperature, max tokens, and response style

• Guardrails or policies applied to the model

The Task configuration setup enables you to transform business processes into structured, repeatable workflows within AI Agent Studio. By defining task details, prompts, skills, and tool integrations, you ensure that the AI Agent can reliably execute both reactive and proactive tasks aligned with your operational needs.