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Joshua Smith
2025-04-11 09:36:46 -04:00
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# todo list # todo list
[ ] goal change management tweaks <br />
- [x] maybe make the choose_Agent_goal tag not be system/not always included? <br />
- [x] try taking out list-agents as a tool because agent_prompt_generators may do it for you <br />
- [x] make goal selection not be a system tool but be an option in .env, see how that works, includes taking it out of the goal/toolset for all goals <br />
- [x] test single-goal <br />
- [x] test claude and grok<br />
- [x] document in sample env and docs how to control <br />
[ ] expand [tests](./tests/agent_goal_workflow_test.py)<br /> [ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />
[x] try claude-3-7-sonnet-20250219, see [tool_activities.py](./activities/tool_activities.py) <br />
[x] test Grok with changes
[ ] adding fintech goals <br /> [ ] adding fintech goals <br />
- Fraud Detection and Prevention - The AI monitors transactions across accounts, flagging suspicious activities (e.g., unusual spending patterns or login attempts) and autonomously freezing accounts or notifying customers and compliance teams.<br /> - Fraud Detection and Prevention - The AI monitors transactions across accounts, flagging suspicious activities (e.g., unusual spending patterns or login attempts) and autonomously freezing accounts or notifying customers and compliance teams.<br />
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- Portfolio Management and Rebalancing - The AI monitors a customer’s investment portfolio, rebalancing it automatically based on market trends, risk tolerance, and financial goals (e.g., shifting assets between stocks, bonds, or crypto).<br /> - Portfolio Management and Rebalancing - The AI monitors a customer’s investment portfolio, rebalancing it automatically based on market trends, risk tolerance, and financial goals (e.g., shifting assets between stocks, bonds, or crypto).<br />
[ ] new loan/fraud check/update with start <br /> [ ] new loan/fraud check/update with start <br />
[ ] LLM failure->autoswitch: <br />
- detect failure in the activity using failurecount <br />
- activity switches to secondary LLM defined in .env
- activity reports switch to workflow
[ ] ask the ai agent how it did at the end of the conversation, was it efficient? successful? insert a search attribute to document that before return <br /> [ ] ask the ai agent how it did at the end of the conversation, was it efficient? successful? insert a search attribute to document that before return <br />
- Insight into the agent’s performance <br /> - Insight into the agent’s performance <br />