823208db3c
- goal prompts and agent changes to smooth out that interaction and remove listagents duplication adding extra confirmation for money movement tool
2.3 KiB
todo list
[x] take steve's confirm box changes https://temporaltechnologies.slack.com/archives/D062SV8KEEM/p1745251279164319
[ ] consider adding goal categories to goal picker
[ ] 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
[ ] financial advise - args being freeform customer input about their financial situation, goals
[ ] tool is maybe a new tool asking the LLM to advise
[ ] for demo simulate failure - add utilities/simulated failures from pipeline demo
[ ] LLM failure->autoswitch:
- detect failure in the activity using failurecount
- activity switches to secondary LLM defined in .env
- activity reports switch to workflow
[ ] for demo simulate failure - add utilities/simulated failures from pipeline demo
[ ] expand tests
[ ] collapse history/summarize after goal finished
[ ] add aws bedrock
[ ] 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.