While your GLIDR.ai Agent works as your project Thought Partner, your Portfolio Agent works with the knowledge of all Projects and Collections within your Organization.
Select a prompt from the prompt list, write a custom prompt, and/ or attach a file for added context. Click the + button at any time to begin a new chat.
Portfolio Agent prompts can be added and edited under Organization Management > Customization > Portfolio Agent Prompts. All custom prompts added will be available to any user within the Organization with access to the Portfolio Agent.
