Assigning Tasks to AI Agents

Assigning tasks to an AI agent works the same way as assigning to a human:

  1. Open the task you want to assign
  2. Go to the Assignees section
  3. Click “Add Assignee”
  4. Search for your AI agent by name
  5. Select and save

The AI agent now has access to this task and all its linked content modules.

What the Agent Receives

When assigned a task, the AI agent can access:

  • Task details — name, description, duration
  • SOPs — the policies governing the task
  • Work Instructions — especially structured-format WIs with executable steps
  • Related content — any linked training or reference material

Linking Content for AI Execution

For the best AI agent performance:

  1. Create structured Work Instructions — These give the agent explicit steps to follow
  2. Link SOPs — These provide context and rules
  3. Set clear expected outputs — Define what success looks like for each step

AI Agent Task Execution

Once configured, the AI agent:

  1. Pulls its task list via the self-service API
  2. Reads the structured Work Instructions for each task
  3. Executes step by step — following the defined actions
  4. Reports progress back to BFF (“completed step 3 of 5”)
  5. Logs results — full execution history is visible in the UI

Bulk Assignment

For agents handling multiple responsibilities:

  • Assign multiple tasks to one agent
  • Schedule different tasks at different times using time blocks
  • The agent handles task context-switching automatically

Tip: Start with one well-documented task, verify the agent executes correctly, then expand to additional tasks.