Custom Task Views

We introduced a new feature to customize agent task views, enabling better review and monitoring of agent activities.

Key Features

• Customizable Task Views: Create tailored views to focus on specific aspects of an Agentic workflow.
• View Filter Settings:
  • Access via setting icon in task view
  • Ability to create multiple custom views
  • Filter by tools and triggers
  • Name and save custom views

Benefits

• Reduces noise in task review process
• Improves client review experience
• Creates customizable command center UI
• Simplifies approval and escalation processes

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Example Use Cases

1. Email Communications View
   • Filter for email-related activities (Gmail, Outlook)
   • Quick overview of prospect communications
   • Streamlined review of email threads
2. Research View
   • Isolate research-related activities
   • Easy validation of prospect research
   • Focused view of research reports

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Other improvements

Agent Building Improvements

Direct Tool Integration

• New: Add any project tool directly in agent's core instructions
• Previous: Required connecting tools to agent beforehand
• Impact: Streamlined tool integration process

In-Line Tool Creation

• Create new tools directly within agent's core instructions
• Enables "behavior-first" approach to agent development
• Benefits:
  • Define agent behavior first
  • Perfect logic and flow
  • Add technical details later