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34 lines
2.0 KiB
Markdown
34 lines
2.0 KiB
Markdown
# todo list
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[x] add confirmation env setting to setup guide <br />
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<br />
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[ ] try claude-3-7-sonnet-20250219, see [tool_activities.py](./activities/tool_activities.py) <br />
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[ ] make agent respond to name of goals and not just numbers <br />
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[x] L look at slides <br />
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[ ] josh to do fintech scenarios <br />
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[ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />
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[x] fix logging statements not to be all warn, maybe set logging level to info <br />
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[x] create people management scenarios <br />
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[ ] 2. Others HR goals: <br />
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- book work travel <br />
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- check insurance coverages <br />
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- expense management <br />
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- check in on the health of the team <br />
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[ ] 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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- money movement - start money transfer <br />
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- [x] account balance - <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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[ ] make it so you can yeet yourself out of a goal and pick a new one <br />
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[ ] add visual feedback when workflow starting <br />
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[ ] figure out how to allow user to list agents at any time - like end conversation <br /> |