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- goal prompts and agent changes to smooth out that interaction and remove listagents duplication adding extra confirmation for money movement tool
32 lines
2.3 KiB
Markdown
32 lines
2.3 KiB
Markdown
# todo list
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[x] take steve's confirm box changes https://temporaltechnologies.slack.com/archives/D062SV8KEEM/p1745251279164319 <br />
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[ ] consider adding goal categories to goal picker
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[ ] adding fintech goals <br />
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- 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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- Personalized Financial Advice - An AI agent analyzes a customer’s financial data (e.g., income, spending habits, savings, investments) and provides tailored advice, such as budgeting tips, investment options, or debt repayment strategies.<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 />
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[ ] new loan/fraud check/update with start <br />
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[ ] financial advise - args being freeform customer input about their financial situation, goals
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[ ] tool is maybe a new tool asking the LLM to advise
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[ ] for demo simulate failure - add utilities/simulated failures from pipeline demo <br />
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[ ] LLM failure->autoswitch: <br />
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- detect failure in the activity using failurecount <br />
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- activity switches to secondary LLM defined in .env
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- activity reports switch to workflow
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[ ] for demo simulate failure - add utilities/simulated failures from pipeline demo <br />
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[ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />
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[ ] collapse history/summarize after goal finished <br />
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[ ] add aws bedrock <br />
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[ ] 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 />
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- Insight into the agent’s performance <br />
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[ ] non-retry the api key error - "Invalid API Key provided: sk_test_**J..." and "AuthenticationError" <br />
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[ ] add visual feedback when workflow starting <br />
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[ ] enable user to list agents at any time - like end conversation - probably with a next step<br />
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- with changing "'Next should only be "pick-new-goal" if all tools have been run (use the system prompt to figure that out).'" in [prompt_generators](./prompts/agent_prompt_generators.py). |