Setting Up Agents

Agents are your personal automation layer in Gilito AI. They continuously monitor conditions you define and notify you when something important happens — like a signal change for an asset you care about. Instead of manually checking the platform every day, let agents do the watching for you.

What Agents Can Do

Agents monitor your chosen conditions and trigger notifications when those conditions are met. Common use cases include:

• Get notified when the signal for a specific asset changes (e.g., from Hold to Buy)
• Monitor when the Gilito Score for an asset crosses a threshold
• Track when a new top strategy emerges for an asset in your watchlist
• Receive alerts on signal changes across your entire portfolio

Creating a New Agent

Step 1: Navigate to Agents

Click on Agents in the left sidebar of your dashboard.

Step 2: Click "Create Agent"

Click the Create Agent button to open the agent configuration form.

Step 3: Name Your Agent

Give your agent a descriptive name so you can easily identify it later. For example: "AAPL Signal Change" or "Portfolio Buy Alerts".

Step 4: Configure Conditions

Define the conditions that should trigger the agent. See the section below for details on how conditions work.

Step 5: Set Notification Preferences

Choose how you want to be notified when the agent triggers (see notification options below).

Step 6: Save and Activate

Click Save to create and activate the agent. It will start monitoring your conditions on the next scheduled execution.

Configuring Agent Conditions

Conditions define what the agent watches for. Each condition has three parts:

1. Subject — what the agent monitors (e.g., a specific asset, a watchlist, or a portfolio)
2. Property — what aspect to track (e.g., signal direction, Gilito Score)
3. Trigger — the change that fires the notification (e.g., "changes to Buy", "crosses above 70")

Example conditions:

• "Notify me when the signal for AAPL changes to Buy"
• "Notify me when any asset in my watchlist signal changes from Hold to Sell"
• "Notify me when the Gilito Score for MSFT crosses above 75"

Notification Preferences

When an agent's conditions are met, you can be notified through:

• Email — receive an email notification with the details of what triggered the agent
• In-app notification — a notification badge appears in the Gilito AI dashboard

You can enable one or both notification channels for each agent.

Managing Active Agents

The Agents page shows all your agents with their current status. From here you can:

• Pause an agent — temporarily stop it from running without deleting its configuration
• Edit an agent — change conditions, name, or notification preferences
• Delete an agent — permanently remove it
• View execution history — see when the agent last ran and what it found

Agent Execution Schedule

Agents execute automatically after the daily data update is complete. This means they run once per trading day, after all signals and strategy results have been refreshed with the latest market data. You do not need to manually trigger agents — they run on their own schedule.

Agent Limits by Plan

The number of agents you can create depends on your subscription plan:

• Free — up to 3 agents
• Pro (€50/mo) — up to 25 agents
• Advanced (€500/mo) — up to 200 agents
• Enterprise (€5,000/mo) — unlimited agents