Tilt Agent

Ask Tilt Agent to research, analyze, and carry out work in Tilt. Describe the outcome you need, review the result, and refine it in the same chat.

​

Start with a chat

Use your Main chat for most work with Tilt Agent. Ask questions, give instructions, and follow up there as you move between pages. Opening a different page does not require a new chat. Use another chat when an assignment needs its own ongoing conversation, such as a client review or a research question you want to revisit. Return to Main chat when you move on to other work. Name the companies you want to research, or include the client, account, household, Tilt, or portfolio involved. Add the period, format, and limits that matter. You can research a company without attaching a Tilt or portfolio. Ask about its business, a price move, or evidence for an investment thesis.

​

Find and switch chats

Open Chats in the chat header to return to Main chat, find another conversation, or start a new one when you need it. On desktop, select the list icon beside a chat’s title to open Chats. Select the back arrow to return to your Main chat. The title names the current conversation. On your phone, open chat over the page you are viewing. Select Chats or the list icon to choose a conversation, then select Main chat to return to it. The back arrow in the chat list returns to the conversation you were reading. Select Close chat to return to the page underneath. Switching chats leaves the page you are viewing in place. Check Looking at above the message input to see which page Tilt Agent includes with your next question.

​

Work across chats

Tilt Agent can create or reuse another chat to handle part of a request. The chat you are in shows Message sent to. The receiving chat shows Message from. Select the chat name in either message to open the other chat. To keep work in the same chat without waiting for it, ask for a background job. Each chat has its own history. Message sent to means Tilt Agent asked the other chat to do the work. Open that chat to see whether the work is complete. Tilt Agent still asks you to approve financial actions, permanent deletion, and other changes that need your approval. Tilt Agent can turn a successful conversation into reusable work:

​

Archive a chat

Open a chat’s menu and choose Archive to remove it from your chat list while preserving its transcript. To restore the chat or permanently delete it, open Settings > Archived chats.

​

Find work in Library

Library contains saved Dashboards, Tilts, Posts, Files, and other items available in your workspace. Use search or choose a section when you know which item you need. For Tilts, Library shows whether a public version exists and whether the author lists it in Marketplace. The Tilt view identifies the version you are viewing. Read working copies and published versions for the label meanings. Select a Tilt in Library to open its Tilt view. Under Explore in chat, choose a suggested question or select Ask anything to write your own. New Chat opens with an editable draft and the Tilt attached as context. Nothing is sent until you select Send. Select a Tilt reference in a sent chat message to open that Tilt. Close returns to the message you opened it from. Depending on your workspace, Library may include Households. Open a household to start a chat with that household attached as context. If the section is available but empty, Tilt shows No households found.

​

Add a guidance pack

Guidance Packs add starter prompts, workflows, and suggested automations for a type of work. Open Settings > Guidance Packs to see the packs available to you.

​

Build reusable work