Welcome to the TasK Help Center!

Projects

Create projects, add sources, configure chat, and manage tags.

• How do I create a project?

  Click “New project”, fill in the title and description. The project appears in the list and becomes accessible to your team.

• How do I add a member and set a role?

  Inside the project, click “Add member”, pick a user and a role. You can revoke access at any time.

• How do I copy a project?

  Choose “Copy” in the project menu — a clone with description, chats, and sources will be created.

• How do I add project tags?

  Open the project and click “Edit tags”. Add multiple tags and use them in search.

• How do I make a project public?

  Toggle the project to “Public project”. The link becomes accessible without authentication.

• How do I delete a project?

  Open the project menu and select “Delete”. Deleted projects are hidden from lists.

• Where do I set chat options for a project?

  Open “Manage Options” in the project for model, system prompt, context depth, and RAG parameters.

Knowledge sources

Add URLs, files, or text; extract documents and chunks.

• How do I add a source?

  Go to “Sources → New source”. Provide a URL, upload a file (txt, md, html, mp3/wav/mp4, pdf) or paste text, then select a project.

• What happens after I upload a file?

  The source is downloaded/transcribed, split into chunks, and indexed for RAG search.

• How can I view documents and chunks?

  The source page includes document preview and a list of chunks with their own preview.

• How do I enable speaker diarization for audio?

  Turn on the “Speaker Diarization” option when creating a source.

• How do I re‑index a source?

  Use “Start processing” or “Re‑transcribe” in the source actions — the index will be refreshed.

• Can I open the original link?

  Yes, the source card shows a clickable URI.

• How do I remove a source from a project?

  Open the project → Sources list → “Delete” in the row menu.

Models & MCP

Pick models, edit system prompts, and connect MCP servers.

• Where do I set a default model?

  Open Options for user/project/chat and choose a model under Chat → Model.

• How do I change the system prompt?

  Use “Manage Options” for a project or chat and edit the System Prompt.

• How do I connect an MCP server?

  Go to LLM → MCP Servers to add a server and enable it in project or chat “Manage Options”.

• Where do I tune RAG settings?

  Project “Manage Options” includes chunk size/overlap and embedding model settings.

• Can I override settings per chat?

  Yes. Chats have their own Options: model, system prompt, and context depth.

• How can I see current parameters?

  Open the chat Details (button in the header) — parameters appear in the side panel.

Assistant chats

Create chats, attach sources, and get answers grounded in your project materials.

• How do I create a chat?

  Click “Add new chat” in a project or on the Chats page and select sources if needed.

• How do I manage chat parameters?

  Use “Manage options” for model, system prompt, context depth, and RAG context template.

• How do I export a conversation?

  Use “Export as md/html/pdf” in the chat menu.

• Where do I see answer details?

  Open “Details” in the chat header — see model, prompt, and context.

• How do I delete a chat?

  Open the chat menu and select “Delete” — the chat is marked as deleted.

• Can I link to a specific message?

  Yes, use the message URL from the “Details” view to open and scroll to it.

• How do I add sources to a chat?

  Create a chat from a project with selected sources or specify them during chat creation.

Search

Find projects, chats, and messages via the global search bar.

• How do I open search?

  Click the search bar in the header or the magnifier icon — available on all pages.

• What is indexed?

  Project titles/descriptions, chats, and recent messages (excluding deleted ones).

• Can I open an exact item from search?

  Yes, clicking a result opens the project/chat or the specific message.

• Is there a minimum query length?

  Yes, at least 2 characters.

• Is search available without authentication?

  No, results respect permissions and only include accessible objects.

Billing, usage & quotas

Control plans, invoices, and consumption for the entire organisation.

• Where do I see current usage?

  The Billing dashboard shows token, storage, and automation consumption with daily breakdowns.

• How do I update the payment method?

  Navigate to Billing → Payment methods, add a new card, verify it, and mark it as default. The previous card remains as fallback.

• Can I share invoices with finance?

  Add billing recipients under Billing → Notifications. Monthly PDF invoices and usage summaries are emailed automatically.

• How are automations billed?

  Each run consumes automation credits included in your plan. Extra runs are billed as pay-as-you-go with clear pricing.

• Can I switch between monthly and annual plans?

  No. We don’t offer annual plans — only monthly billing is available. Contact support if you need a different arrangement.

• Where can I download invoice history?

  Invoices tab lists every document with amount, status, and download link. You can also enable the accounting webhook for ERP sync.

API & integrations

Create tokens and explore the API documentation.

• How do I create an API token?

  Open Secrets → New Secret. Choose “Access Token” and copy the generated secret.

• Where can I view the OpenAPI spec?

  API documentation: https://docs.ai-aid.pro/redocly