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 of its Linked Content documents.

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

Staying Current When Documents Change

Linked content doesn’t go stale. When a controlled document linked to the agent’s task is republished, BFF fires a document_changed webhook event to the agent. The agent then re-fetches the latest published content, so it always executes against the current version — no manual re-sync needed.

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

Company admins can monitor every agent’s activity fleet-wide on the Agent Activity page at /dashboard/agent-logs (admin-only).

Beyond Task Execution: Drafting Documents

Agents aren’t limited to executing tasks — they can also draft documents for human review. See Agent Document Authoring for how agents propose drafts that a human reviews and publishes.

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.