GLIDRGLIDR·Help Center

Portfolio Agent

Updated April 10, 20261 min read

Your GLIDR AI Agent operates as your project Thought Partner, while your Portfolio Agent leverages knowledge across all Projects and Collections within your Organization.

Portfolio agent interface

You can select a prompt from the available list, compose a custom prompt, or attach files for additional context. Initiate a new conversation by clicking the + button at any time.

Custom Portfolio Agent prompts can be configured in Organization Management > Customization > Portfolio Agent Prompts. Any custom prompts created will be accessible to all Organization users with Portfolio Agent access.

Portfolio agent settings

Was this article helpful?