Skip to main content

Agent Tasks

You can interact with your agents in three main ways: chat in real time, run bulk jobs, or schedule tasks for later. This page walks you through each option and when to use it.

Task Interaction Methods​

MethodDescription
Chat InterfaceTalk to your agent in real time. Test prompts, debug logic, and review outputs directly.
Bulk OperationsRun multiple tasks with one configuration using CSV upload or manual input.
Scheduled TasksSet your agent to run at specific intervals or times automatically.

Chat Interface​

Use the built-in chat to talk to your deployed agent.

Heads-up

Chat history is not saved. Copy anything important before ending the session.

Requirements​

  • Agent must be deployed
  • Chat button must be enabled
  • Max 8000 characters per message
Tip

You can send long prompts, test different inputs, and get syntax-highlighted responses. Copy results using the built-in clipboard icon.

Bulk Operations​

Use this when you want to send multiple items to the same endpoint for processing.

Single Task​

  1. Open Agent Settings
  2. Select an endpoint
  3. Click Call
  4. Enter your input
  5. Click Call Endpoint

Run in Bulk​

  1. Open the same endpoint in Agent Settings
  2. Click Bulk Work
  3. Choose data input method:
    • Add Row for manual entry
    • Upload .csv file for batch processing
  4. Run operations:
    • Use Run for one row
    • Use Run in Bulk for all
CSV Format

Column headers must match your endpoint input names exactly.

querymax_results
digital marketing trends5
AI in healthcare10

Scheduled Tasks​

Automate task execution using the built-in scheduler.

INFO

See the Deployment Guide if your agent hasn’t been deployed yet.

Requirements​

  • Agent must be deployed
  • Endpoint must be correctly configured
  • Permissions must be in place

Create a Routine​

One-Time​

  1. Go to Agent Settings
  2. Click Add New under the Schedule section
  3. Choose an endpoint and set inputs
  4. Choose No Repeat
  5. Click Done

Repeating​

  1. Follow the same steps
  2. Select Repeat
  3. Define schedule:
    • Repeat Every
    • Repeat On (days)
    • End Condition
  4. Name your routine or leave as-is
  5. Click Done

Routine Details​

Select a routine to review key data:

  • Info Tab: Name, endpoint, next run
  • Triggers Tab: Run history
  • Logs Tab: Opens in Logs Explorer
Stay Consistent

Check on your routines regularly to avoid silent failures or missed runs.

What’s Next​

Once you’ve explored task interaction options: