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Run an Agent Task

Execute automated AI agent tasks to perform project work such as data extraction, analysis, report generation, or document review. Monitor task execution and review results.

Audience

This guide is designed for project-manager.

Steps

Step 1: Navigate to Agents section

From the sidebar, click Agents to access the AI agents management area. You'll see a grid of available agents that can help with your project.

Navigate to Agents section

Step 2: Select an agent

Click on the agent card you want to use. Each agent has a specific purpose (e.g., Document Analyzer, Report Generator, Risk Assessor). Review the agent's description to understand what it does.

Select an agent

tip

Hover over agent cards to see more details about what they can do.

Step 3: Configure task parameters

In the agent detail panel, specify the task parameters. This might include selecting documents to process, defining analysis criteria, or specifying output format. Each agent has different parameter options.

Configure task parameters

tip

Required parameters are marked with an asterisk (*).

Step 4: Execute the task

Click Run Task to start the agent execution. The system will process your request using AI. You'll see a progress indicator showing the task status (pending, processing, completed).

Execute the task

tip

Execution time depends on task complexity - typically 30 seconds to 5 minutes.

Step 5: Review task results

Once the task completes, review the results in the task panel. You can view detailed output, download reports, or re-run the task with different parameters if needed.

Review task results

Video Tutorial


Last updated: 2025-12-08