Definition
A Task is a single step inside a Job that needs to be performed by an AI agent, a human user or a system. Each Task is created from a Workflow Action and includes the input, logic and expected outcome for that specific step.What Tasks Do
- Represent a unit of work inside the larger journey
- Represents a specific action to be taken, like uploading a document or speaking with an agent
- Can be handled by Realtime or Task Agents
- Carry all necessary input/output, instructions and agent configuration
- Are tracked for status, execution time and result
- Trigger assigned tools and use assigned sources
Common Task Examples
- Upload and verify a document
- Join a video call with an AI agent
- Fill out a form with guided AI support
- Analyze an invoice and extract data
- Route a case based on form values
🖼️ Visual Overview
Example Use Cases
Identity Upload Task
A Task where the customer uploads their ID, which is then processed by a Task Agent.
Live Help Session
A Realtime Task where the user is assisted by an AI agent over voice or chat.
Form Validation
A Task where a user fills a form and an MCP tool checks validity before continuing.
Task Metadata
Each Task contains:- Assigned agent
- Status (pending, active, completed)
- Triggered tools
- User and session context
- Input/output data
- Logs and timestamps
✅ Tasks are how Actions become real, visible steps in a running workflow.