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Configure and run an AI data assistant task

Use the AI Data Assistant to configure task inputs, upload supporting files and run an AI-driven task for the selected agent.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the AI Data Assistant for your agent​

Navigate to the AI Data Assistant screen for the relevant agent from your project or agent overview so you can review the task description and available input fields.

Open the AI Data Assistant for your agent

Step 2: Review the task schema and required inputs​

Check the task name, description and list of fields, noting which inputs are required, what each field is for and any default values that are already populated.

Review the task schema and required inputs

Step 3: Enter text and numeric field values​

Fill in all required text, number, date or option fields, providing the project-specific details the assistant needs to run the task correctly.

Enter text and numeric field values

Step 4: Upload any required files​

Use the file upload areas to drag and drop or browse for documents, images or other supported files, then confirm each file appears in the list with its name and size.

Upload any required files

Step 5: Adjust advanced or optional settings​

If advanced or optional fields are available, review and update them as needed to fine-tune how the AI assistant will process your data.

Adjust advanced or optional settings

Step 6: Submit the task to the AI assistant​

Click the submit button to send all field values and uploaded files to the AI Data Assistant, and wait for the confirmation that the task has started successfully.

Submit the task to the AI assistant

Step 7: Review submission status and handle any errors​

Check the on-screen status or toast messages; if an error is shown, correct the highlighted fields or replace any problematic files and submit the task again.

Review submission status and handle any errors

Last updated: 2026-01-11