AI Tools: Creating a Task with the AI Custom Agent
8 min
In this article
- Step 1 | Create a new task
- Step 2 | Define the task
- Step 3 | Set a trigger to automate the task
- Step 4 | Test your task
- FAQs
The AI Custom Agent runs tasks to help you manage your business - no coding needed. Tell the agent what tasks you want it to do, like sending follow-up emails, making reports, or automating daily routines. You can use AI to help describe these tasks, or write them on your own.
Important:
The AI Custom Agent is an AI agent and as such may produce inaccuracies. Tasks may not executed accurately or exactly the same every time.
Step 1 | Create a new task
Start with defining the goal you want to reach with this task. AI can help you draft all the instructions your agent will follow to reach it. This allows you to quickly capture what you want to get done, and then you can always adjust or rewrite the instructions yourself.
Tip:
For best results, write your task in English, even if your account is in another language.
To create a new task:
- Go to the AI Custom Agent in your site's dashboard.
- Depending on whether or not you're creating a task for the first time, follow the steps:
Creating your first task
Creating additional tasks
Step 2 | Define the task
Defining your task tells the agent exactly what it should do and how. The clearer your instructions are, the better the agent can work for you. Here you’ll set the task’s name and add detailed step-by-step instructions.
When there's a task that the agent needs your approval to run, you'll get notified on your dashboard. Approvals are required by default for actions that impact data on your live site or communicates with your customers, like sending an email.
Created your task with AI?
You'll see that your task's details have already been filled out for you, but you can edit and change every field.
To define a task:
- Enter a Task name that describes your task clearly.
- In the Instructions field, write out exactly what you want the agent to do.
Tip: Write clear and structured prompts to organize the instructions. For example, make important actions bold and break down steps into a numbered list to clearly state the order of actions.
Notes:
- While this feature is in beta, the Require approvals toggle will always be enabled. This means the agent will ask you to approve or reject a task's action, rather than carrying it out without your approval.
- Since each task runs in real time, results may differ slightly on each run to reach the goal you described in the task instructions.
Step 3 | Set a trigger to automate the task
To automate a task, you need to connect it to an automation trigger, like a new order, form submission, or scheduled time. This means that once a task is triggered by an event on your site, the agent can run it on its own, letting it work 24/7.
To set a trigger:
- Click + Add Trigger next to Automate task.
Tip: If AI has added a trigger for you, you can change it by clicking the More Actions icon
and selecting Replace. - Choose a trigger event from the list (e.g. order placed, form submitted).
- Click Apply.
- (Optional) Click Edit Settings to customize the automation to your preferences.
Notes:
- Based on the trigger you choose, you will see different settings to finish configuring the trigger. For example, if you added a Wix Automations schedule time trigger, you need to set a time for the task to happen.
- The triggers you'll see listed differ depending on which apps are installed on your site (e.g. Wix Forms, Wix Stores).
Step 4 | Test your task
Testing your task lets you see how the agent will perform before going live. By running a test, you can review the agent’s output and ensure everything works as you expect. This helps minimize surprises once the task is active.
It is recommended to run multiple tests to make sure the agent's output is consistent and reliable. For example, if different users submit negative feedback, you want to make sure the agent will send an email and respond similarly to each.
Notes:
- When testing a task, the agent will always ask for your approval, even if you’ve disabled the Require approvals toggle. However, it will not send you notifications, even if you have them enabled.
- The task gets tested using the instructions you see on the screen. In other words, if you have just saved the task, then changed the instructions (even if you did not click the save button) - the test will run on the new instructions.
To test your task:
- In the Test task section, click Run Test.
- (If your task has a trigger) Perform the relevant action on your site. For example, leave a review on your site if "Review created" is the trigger.
Note: If you have a scheduled trigger, it will run automatically during your test. - Choose how to handle the test's result:
- Approve: Approve the agent's proposed action.
- Reject: Reject the agent's proposed action.
- Review & Edit: Go over the agent's proposed action and make any necessary changes. For example, if the agent creates a coupon for 15% off, you can edit the value before approving the action.
- Inspect your data: View the code for your task's data. Click View details to inspect your full task data log or click the View details icon
next to each step to view request and result data.
- When you’re happy with the result, click Save to activate the task.
Tips:
- Click the Start over
icon to restart the test. - Click Stop to prevent the agent from running the test.
FAQs
Click a question below to learn more about creating tasks.
Can I create multiple tasks for my agent?
Who can access the AI Custom Agent dashboard?
How can I track the tasks the AI Custom Agent has performed?
Can I manually trigger a task?
What should I do if the AI Custom Agent runs a task differently than I expected?
What are some best practices for creating a task with AI?
