Skip to main content
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 a chat for research, analysis, drafting, and work in Tilt. Include the client, account, household, Tilt, or portfolio that the work concerns. Add the evidence, format, and limits that matter. Tilt Agent can turn a successful conversation into reusable work:

​
Find work in Library

Library contains saved Files, Scripted Artifacts, Tilts, Posts, 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, Files, Scripted Artifacts, Tilts, and Posts, plus a Search Library field

Library groups saved work by type.

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

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 Scripted Artifact

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.