Starting a task

How you start a task depends on which surface you’re working in. Both lead to the same place: a submitted task the agent picks up and begins planning. See Your home screen if you’re not sure which surface you have.

From the operator console

Open Agent Tasks in the sidebar.
Select the option to start a new task.
Choose the assistant you want to use.
Enter your goal, or fill in the intake fields if the assistant uses a structured form.
Submit.

The task appears in your tasks list immediately, with a starting status.

From Employee mode

On the home screen, select the assistant tile you want.
Fill in the guided intake form.
Submit.

Your task appears under My requests on the home screen.

Writing a good goal

For assistants that take a free-text goal, be specific about what you want the agent to produce or do:

Include the outcome you need. “Draft a response to the customer’s complaint about invoice #4821” is clearer than “help with a customer complaint”.
Name the relevant subject. The agent’s retrieval and planning both work better when you give it something concrete to work from.
One goal per task. If you need two unrelated things done, start two tasks.

The Support triage intake form

The Support triage assistant uses a structured intake form instead of a free-text goal. It has three fields:

Subject — a short description of the ticket topic.
Customer email — the email address of the customer who raised the ticket.
Ticket details — the full text of the customer’s message or support request.

Fill all three fields. The agent uses this information to classify the ticket, retrieve relevant policy, and draft a triage response.

What happens next

Once you submit, the agent begins planning. You can follow its progress in real time — see Following a task. If a step carries high risk, the task pauses and waits for a human to approve before continuing — see Risk levels & approvals.

You’ll be notified when the task finishes or needs your attention — see Notifications.