Agents that fix things
Your agents now do more of the work themselves, carefully.
The Account Manager fixes small, safe things
When something of yours breaks, the Account Manager looks into it first. If the fix is safe and can be undone, it does it, checks it worked, and tells you in one line what it did. These are the only things it fixes by itself:
- runs again a workflow run that failed for a passing reason (a timeout, a data hiccup), once, while the market is open;
- starts again a task on your computer that stopped on an error, once;
- switches back on a workflow Atlas paused by mistake (never one you paused, or one paused by its daily limit, loss limit or profit target);
- fills in what a workflow is plainly missing when there is only one right answer, such as your only broker account.
If a fix does not hold, it stops and tells you. It never places, closes or changes a trade, changes a size, budget, stop or target, changes a workflow's instructions or schedule, touches your alerts or money settings, deletes anything, or signs in for you. For those it tells you the one thing to do and offers to do it when you say yes.
It tells the Atlas team when Atlas is broken
When the problem is in Atlas itself, not your setup, it files a support ticket with the Atlas team straight away, with everything they need, and tells you in one line that the team has it. A problem on your side (your broker, your computer being off) is never filed; you are told what to do instead.
A session on your computer
When a fix needs hands on your computer (a dashboard or a task in Atlas Studio that broke), an agent can start a session there: a new chat in Atlas Studio, titled with the agent's name, with everything it found. It works on it by itself, and the agent checks on it from Atlas and tells you what changed.
- It starts one only when you said yes, or to fix something that broke on that computer.
- At most 2 open at a time per agent per computer.
- It never trades, changes money settings, deletes anything or signs in.
- You can watch it in Atlas Studio like any other chat.
- There is no switch to find. If you don't want agents working on your computers, say so to the chat in your own words, for example "don't let my agents work on my computers". Say "let them again" to undo it.
Checks show their work
An agent's quiet check now writes two to four short lines of what it checked, with the numbers, in its Activity, even when it had nothing to tell you.
If you ask the chat
| You say | Atlas does |
|---|---|
| "Fix my SPY dashboard on my MacBook" | Asks for your yes, then Computer-Session start with the whole story (confirmed_by_person: true), and tells you where it runs. |
| "How is that session doing?" | Computer-Session read with its ref. |
| "Stop it" | Computer-Session stop. |
| "Don't let my agents work on my computers" | Computer-Session allow with on: false. |
| "Tell the team this is broken" | Support-Report, and gives you the ticket number. |
Need help? Email accesspoint@finmanagerai.com.