Creating Tasks
Updated
AI Agent Tasks define a sequence of actions or steps that the agent will execute to accomplish specific objectives or support users in completing tasks.
Instead of building workflows through traditional dialogue trees in conversational AI platforms, users can now create the same workflows by writing natural language prompts in the AI Agent Studio. Each of these workflows is referred to as a Task, offering a more intuitive and adaptable approach to designing AI-powered interactions.
Creating tasks from Scratch
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 Step 2· Define Knowledge, Skills, Tasks and Routing section.
Navigate to Tasks and click View.
On the Tasks Manager window, click + Add Task in the top right corner.
On the New Task window, enter a relevant Name, Task Category and a Description defining what the Task is about.
In the Define Task section, configure the first prompt in the default Prompt field.
Click the Caret (▾) icon next to + Create Prompt.
Choose one of the following options:
Create Prompt to create a prompt from scratch.
Create from Template to select a prompt from the predefined template list.
Note: Task‑level LLM configuration is fully supported in AI Agent.You can create a new tool without navigating to the Tools section.
Open the Tools dropdown within the task.
Click + New Tool.
Configure the tool and associate it directly with the task.
This allows you to define and use tools inline while building the task.
In the New Prompt window, define the following fields.
Name: Enter a meaningful name that reflects the purpose of the prompt.
Distribution: Enter the prompt content manually, or
Click the ${x} button to insert Entity‑Based Resources containing the prompt text.
You can reference tools directly within a task prompt:
Select tools from the Tools dropdown instead of manually inserting them using the @ symbol.
The dropdown lists all available tools with the correct names and attributes.
Both single and multiple tool selection are supported.
Tools selected using the dropdown behave the same as manually referenced tools and do not require changes to the system prompt.
To create a workflow, click + Add Prompt.
Add additional prompts in the required execution order.
Review the overall task flow.
Once the task workflow is complete, click Save in the bottom‑right corner of the page.
Tagging and Filtering
You can filter tasks based on a category using the Category filter option on the Task Manager window.
You can filter Tasks based on Tags, which can be created on the Task window by adding the tag name in the Category field.
