Chat & agents
Chat & agents
AI Agents (/agents) is the main chat workspace. You can start a new thread, pick a model, attach documents, and ask the assistant to search positions, create transactions, manage deals, and more.
Starting a chat
- Open AI Agents from the sidebar (or AI Agents → New chat on desktop).
- Type your question or paste data (CSV, JSON, statement text).
- Attach files with the paperclip — PDFs, spreadsheets, and images are supported.
- Choose a model from the selector when you need more depth or a specific provider.
The assistant uses tools to read your live portfolio — it does not invent holdings. Create and update actions may require your approval unless auto-approve is enabled in org settings.
Models
Each org has a default analysis model. You can switch per thread:
- Claude (Sonnet, Opus) — strong reasoning and long context
- GPT — fast structured tasks
- Gemini — alternative provider
- OpenRouter — access to many models when enabled for your org
Model availability depends on your billing plan and org configuration under Settings → Setup.
Projects
AI Agents → Projects groups related threads under shared instructions:
- Create a project with a name and optional instructions (e.g. “Q1 statement import for Entity X”).
- Start threads inside the project — the assistant sees project context and sibling thread summaries.
- Use projects for recurring workflows (monthly reporting, deal screening) instead of one long thread.
Proactive agents
AI Agents → Proactive runs background agents on a schedule:
| Agent | What it does |
|---|---|
| News Digest | Daily or weekly portfolio news summary in Agents (optional email) |
| Market Alerts | Alerts when material news or large moves hit listed holdings |
| Outdated Valuations | Flags holdings without a recent valuation and opens a chat thread |
| Portal retriever | Coming soon — fetch updates from investor portals |
Configure frequency, email notifications, and valuation thresholds per category (cash, funds, direct, real assets).
Approvals and auto-approve
When the assistant creates or updates data (positions, transactions, contacts), it usually creates action cards you approve or reject in the thread.
- Approve or Approve all — executes pending actions
- Cancel / discard — rejects pending actions
- With auto-approve enabled in org settings, mutating tools run immediately
Search and read-only tools (portfolio search, document search, product docs) never need approval.
Tips
- Use European dates (DD/MM/YYYY) in chat.
- For statement imports, attach the PDF or paste CSV — ask to import into a named legal entity.
- Ask “how does X work?” — the assistant can search these product docs.
- Forward documents to your shared inbox address to start threads from email.
See also: Workspace → Inbox and Testing with demo files.