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Set up the Task Manager AI agent

Overview​

This guide will walk you through setting up a "Task Manager" AI agent in Port.
By the end of this guide, your developers will be able to get information about their tasks via Port's AI chat.

Common use cases​

  • Get a quick overview of assigned tasks and their priorities.
  • Monitor pull requests waiting for review.
  • Track task progress and status updates.

Prerequisites​

This guide assumes you have:

Set up data model​

To create a Task Manager AI agent in Port, we'll need to configure two main components as described in our Build an AI agent guide:

  • The data sources it will use to answer questions about tasks and pull requests.
  • The agent configuration that defines its capabilities and conversation starters.

Configure data source access​

For this guide, we will be using GitHub and Jira as our data sources to provide comprehensive task management capabilities. These integrations will automatically create and configure all the necessary resources needed by the Task Manager AI agent.

Install the following integrations to have access to these data sources:

Optional tools

While this guide uses GitHub and Jira, you can choose tools that best fit your organization's needs. For example:

  • GitLab or Azure DevOps instead of GitHub.
  • Opsgenie instead of PagerDuty.

Create the agent configuration​

  1. Go to the AI Agents page of your portal.

  2. Click on + AI Agent.

  3. Toggle Json mode on.

  4. Copy and paste the following JSON schema:

    Task Manager agent configuration (Click to expand)
    {
      "identifier": "task_manager",
      "title": "Task Manager",
      "icon": "Details",
      "properties": {
        "description": "Task Manager responsible for answering questions about Jira issues, repositories (including READMEs), pull requests, services, and teams.",
        "status": "active",
        "allowed_blueprints": [
          "jiraIssue",
          "jiraProject",
          "jiraUser",
          "githubTeam",
          "githubPullRequest",
          "githubRepository",
          "githubUser",
          "_team",
          "_user",
          "service"
        ],
        "prompt":"You are an agent responsible for answering questions about Jira issues, Pull Requests, Repositories, and teams.\n### Guidelines \n - Provide clear information about active issues (can be also referred as open issues ) with statuses: To Do and In Progress \n - Provide clear information about completed issues (can be also referred as close issues ) with statuses: Closed and Done \n - Identify pull requests that require attention (open pull requests)  \n - Provide clear information about repositories like their related service, README, team (in case \"owning team\" is empty, provide the \"Team\" related to the \"gitHub Teams\" property), last contributer, etc. \n - Identify connections between repositories, pull requests and issues to services",
        "execution_mode": "Approval Required",
        "allowed_actions": [ "_createJiraIssue" ],
        "conversation_starters": [
          "Which tasks are assigned to me",
          "How many tasks are currently in progress",
          "Which PRs should I review?"
        ]
      }
    }

  5. Click on Create to save the agent.

Interact with the Task Manager​

You can interact with the task manager AI agent in several ways.
This guide will demonstrate the two main ways.

The Task Manager AI agent can be accessed through an AI Agent widget in your Port dashboard.
Follow the step below to set it up:

  1. Go to the homepage of your portal

  2. Click on + Widget.

  3. Choose AI agent.

  4. Type Task Manager for Title.

  5. Select Task Manager from the Agent dropdown.

  6. Click on Save.

Once the widget is set up, you can:

  • Use the conversation starter buttons to quickly check:

    • Your assigned tasks.
    • Work in progress.
    • Pull requests needing review.

  • Type custom questions in the chat field about:

    • Tasks and tickets.
    • Pull requests.

  • Engage in natural follow-up conversations to explore specific topics.

Example questions​

Here are some questions you can ask the Task Manager agent:

  • "Which of Jane Doe's pull requests need attention?".
  • "Who are the code owners for the billing service repository?".
  • "Which repository contains the code for the PaymentProcessor service?".
  • "How many issues were closed by the frontend team in March 2025?".
  • "What are the unresolved issues in my current sprint?".
  • "Please open a Jira task to add a new payment method".

Best practices​

To get the most out of your Task Manager agent:

  1. Try it out: Start with simple queries and see how the agent responds.
  2. Add context: If the response isn't what you expected, try asking again with more details.
  3. Troubleshoot: If you're still not getting the right answers, check our troubleshooting guide for common issues and solutions.

Possible enhancements​

You can further enhance the Task Manager setup by: