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Build an AI Agent in Chat

TL;DR

You can create or edit a Wrike AI agent just by describing what you want in plain language. Wrike asks follow-up questions, uses your space’s existing setup to suggest the right configuration, and lets you review everything before anything runs. You don’t need to know triggers, scopes, or actions in advance. The agent only starts making changes after you save it and turn it on. If your request isn’t fully supported, Wrike will explain why and suggest the closest alternative.

Table 10. Availability

Free Team Business Pinnacle Apex
Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team;

Overview

You can build an AI agent in Wrike by describing what you want it to do in plain language. Wrike asks follow-up questions, uses your space setup to shape the agent, and shows you the full setup before anything runs.

Note

You don’t need to know which trigger, scope, or action to choose before you start.

Build an Agent in Chat

  1. Open the relevant space settings.
  2. Click AI agents 1.
  3. Click Get started 2 to start a new agent.
  4. Describe what you want the agent to do 3.
    Example: “Keep my project status accurate as tasks are completed.”
  5. Click Send 4.
  6. Answer the follow-up questions Wrike asks 5.
  7. Review the agent setup Wrike creates.
  8. Make changes if needed.
  9. Save the agent in the chat.
  10. Turn the agent on in the chat.Build an Agent in Chat 4.gif

Important

The agent doesn’t change any work until you save it and turn it on.

Note

Wrike uses your space’s existing custom fields, workflows, and item types when it builds suggestions.


Edit an Existing Agent in Chat

  1. Click AI agents 1 in the relevant space settings.Edit an Existing Agent in Chat 1.png
  2. Open the agent you want to update 2.
  3. Click Chat 3.Edit an Existing Agent in Chat 2.png
  4. Describe the change you want.
  5. Review the updated setup.
  6. Save the agent.
  7. Turn the agent on when you’re ready.Edit an Existing Agent in Chat 3.gif

What to Expect

When you build an agent in chat, Wrike can:

  • Ask questions that turn a rough idea into a working setup.
  • Suggest options based on your space configuration.
  • Tell you when a request isn’t supported.
  • Offer the closest setup that will work.

Note

If Wrike can’t build exactly what you ask for, it explains the limit and suggests an alternative.

Example Prompts

You can start with simple requests like these:

  • “Keep my project status accurate as tasks are completed.”
  • “Copy a due date across dependent tasks, so a delay in one task updates the rest.”
  • “Route a task to the right owner when someone is mentioned.”

What’s Next?

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