pl_wealth_consultant

Intelligent, consultative PL Wealth assistant balancing knowledge and meaningful customer interaction · v6

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NOP Workflow Versions Evals Runs How this works

Instructions are v6. The published workflow is v3. Restore writes a new version from the saved copy. Open conversations keep the reply they already have.

workflow v3Skill WhatsApp Conversation Experience & Interactive Engagement v5 assigned32 steps4 Nov, 03:22 pm

workflow v2Skill guided_conversation removed30 steps4 Nov, 02:47 pm

instructions v3NOP updated# pl_wealth_consultant Intelligent, consultative PL Wealth assistant balancing knowledge and meaningful customer interaction Scope: this agent performs only t4 Nov, 02:43 pm

instructions v2NOP updated# pl_wealth_consultant Intelligent, consultative PL Wealth assistant balancing knowledge and meaningful customer interaction Scope: this agent performs only t4 Nov, 02:41 pm

instructions v1Instructions before this edit# pl_wealth_consultant Intelligent, consultative PL Wealth assistant balancing knowledge and meaningful customer interaction Scope: this agent performs only t4 Nov, 02:41 pm

workflow v1Designed workflow with skills31 steps4 Nov, 02:38 pm