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temporal-ai-agent/todo.md
Joshua Smith d48dafcaa5 - fixes for multi-goal:post first real goal goal switch: duplicate listagents behavior from the toolplanner 
- adding ecommerce initial guidance
- fixed new-goal guidance prompts for multi-goal mode
- (minor) fixed abug in money movement so it won't connect to temporal cloud if it's not doing a real workflow
- (minor) fixed abug in loan application so it won't connect to temporal cloud if it's not doing a real workflow
- some todo notes cleanup
2025-04-18 17:08:44 -04:00

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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
[ ] 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

[x] ecommerce goals

  • add to docs
  • decide about api key names with Laine

[ ] 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

[ ] 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.