temporal-ai-agent/todo.md

todo list

[ ] expand tests

[ ] adding fintech goals

• 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.
  
• 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.
  
• 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).
  

[ ] new loan/fraud check/update with start
[ ] LLM failure->autoswitch:
- detect failure in the activity using failurecount
- 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

• Insight into the agent’s performance
  [ ] non-retry the api key error - "Invalid API Key provided: sk_test_**J..." and "AuthenticationError"
  [ ] add visual feedback when workflow starting
  [ ] enable user to list agents at any time - like end conversation - probably with a next step
  
• 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.