What is the AI Agent in Task Manager?
The AI Agent is a mode that completes a multi-step Task instead of simply giving you a single answer. It checks data in the software, creates a Task, fills in the description, attaches Files and reports the result. It carries out every step within your permissions, using the AI model you choose.
How does it work?
- 01
Describe your goal in plain language, for example: “prepare a complete set of onboarding Tasks for a new client”.
- 02
The AI Agent breaks the goal down into steps and shows you the plan before it begins.
- 03
It carries out each step: checking information, creating and describing Tasks, and attaching Files.
- 04
It reports what it created and what it could not determine.
What do you gain?
Less repetitive work: Tasks are prepared automatically.
Predictability: you see the step-by-step plan before it is carried out.
Secure boundaries: the AI Agent does not go beyond your permissions.
An everyday example
A new client joins your firm. Instead of manually creating ten onboarding Tasks, you describe the goal in one sentence - the AI Agent creates a complete set of Tasks with due dates and attaches the contract template from the company folder.
Frequently asked questions
How is the AI Agent different from the AI Assistant?
The AI Assistant carries out individual instructions, while the AI Agent completes multi-step Tasks from start to finish.
Will it do anything without my knowledge?
It shows you its step-by-step plan and works within your permissions.
Can I stop it while it is working?
Yes, you can see its progress and stop the AI Agent at any time.