How to leverage the AI Agent action in Task mode

Today we're going to explore the AI agent action in Tines, a powerful feature that'll let you integrate AI decision making into your automation workflows. The AI agent comes in two modes, chat mode and task mode.

Task mode, which we'll focus on today, allows the agent to independently perform decision making and execute tasks without human intervention. This is ideal for fully automated workflows.

To configure an AI agent action in task mode, first we'll grab the AI agent action from the left bar, pull it into our story. Then we'll choose the task mode on the right properties panel, and then we can configure our agent with our system instructions prompt as well as adding tools, which we'll get into in a later video.

Our system instructions are used for setting the stage for the AI agent actions behavior. It defines the tone, domain, persona. For example, if creating a cyber security assistant, you might define sections like the persona. They are a cyber security analyst responsible for reviewing alerts and the background is that they work on a security team and they investigate potential threats.

The prompt outlines specific tasks the agent should perform. So here it says summarize the data and there is a data pill that says example data.body here is where you can add in all that text information. And then if you need to reference data whether it's from an upstream action or from a resource you can always do plus and then value and then develop your JSON path here.

As your system instructions grow in complexity keep them organized with clear sections. This just makes it easier to maintain and help the AI understand its role more precisely.

Now you have an idea of how to set up the AI agent action in task mode and write effective system instructions. In our next video, we'll explore how to add tools to your AI agent action to expand its capabilities. Thanks for joining us this time and we look forward to seeing you next time.