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temporal-ai-agent/todo.md
Joshua Smith c18a40b502 - dynamic agent prompt based on multi goal or not 
- made choose_agent_goal be dynamically included
- made tool selection not be required in all toolchains
- changes to get env vars easier in workflow
- Updated docs/guides, todo based on aboe
2025-04-08 15:01:11 -04:00

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todo list

[ ] goal change management tweaks

  • maybe make the choose_Agent_goal tag not be system/not always included?
  • try taking out list-agents as a tool because agent_prompt_generators may do it for you
  • 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
  • test single-goal
  • test claude and grok
  • document in sample env and docs how to control

[ ] expand tests
[x] try claude-3-7-sonnet-20250219, see tool_activities.py
[x] test Grok with changes

[ ] 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

[ ] 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.