> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tilt.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tilt Agent

> Learn how chats, Library, Personal Skills, Scripted Artifacts, and automations fit together.

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:

| Save it as        | Use it for                                                      |
| ----------------- | --------------------------------------------------------------- |
| Personal Skill    | Reuse instructions, examples, and guardrails in later chats.    |
| Scripted Artifact | Run a saved dashboard or other view again.                      |
| Automation        | Repeat an assignment on a schedule and post the result to chat. |

## 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.

<Frame caption="Library groups saved work by type.">
  <img src="https://mintcdn.com/tilt/KdlLLpRFqNhLRxbq/images/tilt-agent/library-navigation.png?fit=max&auto=format&n=KdlLLpRFqNhLRxbq&q=85&s=5470d92482699d642aff5ce960dcf89a" alt="Tilt Library with filters for Overview, Files, Scripted Artifacts, Tilts, and Posts, plus a Search Library field" width="2880" height="860" data-path="images/tilt-agent/library-navigation.png" />
</Frame>

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.

| Guidance pack            | Use it for                                                                                                 |
| ------------------------ | ---------------------------------------------------------------------------------------------------------- |
| Advisor                  | Work across an organization's clients, accounts, portfolios, proposals, and monitoring policies.           |
| Advisor-Managed Accounts | Review an account that an advisor manages for you. Available actions depend on your linked-account access. |

## Build reusable work

<CardGroup cols={2}>
  <Card title="Create a Personal Skill" icon="wand-magic-sparkles" href="/tilt-agent/create-personal-skill">
    Teach Tilt Agent a reusable workflow in chat.
  </Card>

  <Card title="Import an external skill" icon="file-import" href="/tilt-agent/import-personal-skill">
    Import a trusted skill and adapt it for Tilt.
  </Card>

  <Card title="Create a Scripted Artifact" icon="chart-line" href="/tilt-agent/create-scripted-artifact">
    Turn a useful view into a dashboard in Library.
  </Card>

  <Card title="Create an automation" icon="clock" href="/tilt-agent/create-automation">
    Ask Tilt Agent to repeat work on a schedule.
  </Card>
</CardGroup>

<Card title="Work with an advisor book" icon="briefcase" href="/tilt-agent/advisor-chats">
  Organize advisor chats, prepare client reviews, and repeat useful work.
</Card>
