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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.

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Start with a chat

Keep related work in one chat. Include the client, account, household, Tilt, or portfolio involved, along with the evidence, format, and limits that matter.

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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. 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:

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Archive a chat

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

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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.
Tilt Library with filters for Overview, Dashboards, Tilts, and Files, a Search Library field, and a Dashboards section with a New dashboard button

Library groups saved work by type.

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.
AI Biology Infrastructure Tilt opened from Library, with Explore in chat showing three suggested questions and Ask anything

A Tilt opened from Library, with Explore in chat open.

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.

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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.

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Build reusable work

Create a Personal Skill

Teach Tilt Agent a reusable workflow in chat.

Import an external skill

Import a trusted skill and adapt it for Tilt.

Create a dashboard

Turn a useful view into a dashboard in Library.

Create an automation

Ask Tilt Agent to repeat work on a schedule.

Work with an advisor book

Organize advisor chats, prepare client reviews, and repeat useful work.

Connect over MCP

Delegate Tilt Agent tasks from a chat or agent experience you operate.

Connect an MCP server

Give Tilt Agent access to an external service’s tools through an authorized connection.