Create and delete an agent

Creating an agent

Anytime you want to create an agent from scratch, you’ll do so by chatting with Alfa. This can be done over text or through Alfa’s voice mode. Upon initiating a chat, Alfa will work with you to create a workflow.

To create a new agent, follow these steps:

1. Navigate to the Home page

2. Type in your question or prompt into the text box.

3. Make sure to insert any tickers, variables, portfolio/watchlists, documents etc. using the chip function by clicking the '+' button. You may also upload a file from your computer.

4. Click the send icon, or hit 'Enter', to initiate a chat with Alfa

5. Alfa may ask several clarifying questions. Respond to each question in the chat box or by choosing one of the suggested options, or skip the questions by asking Alfa to proceed with workflow creation

6. Once Alfa has generated a plan for your agent, hit 'Run Plan' if you would like to move forward with agent creation, or chat with Alfa if you would like to make any changes

7. Click on the completed agent in your chat to view it. You will also be able to locate the agent under the Agents tab.

Delete an existing agent

To delete a agent that you own, follow these steps:

1. Click the Agents tab in the lefthand sidebar

2. Select the agent you wish to delete

3. Click the three dots icon at the top-right of your screen

   

4. Select the Delete menu option

You can also delete multiple chats simultaneously:

1. Navigate to the Chats tab

2. Select the chats you would like to delete by clicking their check boxes

3. Click the Delete icon to confirm