Skip to content
  • There are no suggestions because the search field is empty.

Change Agent thresholds, schedule and actions

Tune the Portfolio Intelligence Agent as your portfolio and advisory priorities change.

What you get

A way to tune an active Portfolio Intelligence Agent without starting again.

Open the Agent and use its Settings action to review the current configuration.

What you can change

The settings can include:

  • client scope
  • enabled detection areas
  • thresholds for each enabled detection
  • run frequency and time
  • connected actions and destinations

The recommendation feed remains the core Agent output.

When to tune it

Change the settings when the existing configuration is creating too much noise, missing useful opportunities or no longer reflects how you manage the portfolio.

A threshold should represent worth reviewing, not automatically take action.

What happens to existing findings

Configuration changes apply to future runs. They should not be used to rewrite the history of findings already surfaced by the Agent.

What you've unlocked

You can keep the Agent useful as your portfolio changes rather than leaving the original configuration untouched.