Alpheous·
Getting Started

Your First Real Action

This walkthrough takes you through one realistic asset-management task from start to finish in Alpheous. The whole thing happens in Slack: you ask, the agent drafts, you decide. By the end you will know the shape of every cardholding interaction in the product.

The Scenario

You have a 2pm call with a wholesaler at a mid-sized broker-dealer. The relationship has been warm but quiet for a few weeks, and you want a tight pre-meeting brief: who they are, where they sit in your territory, what they have asked for recently, what is on the public record about their firm, and a sensible angle for the conversation. This is a good first action because it touches the parts of the product you will use most: pulling context from the CRM, watching the public record, and producing something you can act on in minutes.

Step 1: Make the Request

Open Slack and post in the agent's channel, or mention the product from any channel:

@Alpheous brief me on the wholesaler I'm meeting at 2pm

You do not need to name the firm or look up an account ID. The agent reads your calendar, finds the meeting, identifies the contact, and pulls the surrounding context. If two meetings could plausibly match, the agent will ask which one.

Step 2: Review the Draft Card

Within a short time, a card appears in the channel. It usually contains:

  • A short header naming the contact, their firm, and the meeting time.
  • A summary of the relationship history: when you last spoke, what was discussed, what was promised, what is still open.
  • A snapshot of the firm itself: AUM band, channels covered, anything notable in their recent regulatory filings.
  • Two or three suggested talking points framed around the relationship.
  • Action buttons: Approve, Edit, Redraft, Skip.

Read the card the same way you would read a briefing from an analyst on your team. The agent shows its reasoning so you can sanity-check the picks before you walk into the meeting.

Step 3: Approve or Edit

You have four ways to respond:

  • Approve files the brief, marks it as the canonical pre-meeting note for that call, and (depending on how your firm is configured) posts a copy to the account thread or pins it where your team can find it.
  • Edit opens the text so you can fix a fact, tighten a talking point, or add a piece of context the agent did not have.
  • Redraft sends the agent back with a note. A typical redraft request is "less product, more about their recent platform changes" or "shorter, three bullets, no preamble."
  • Skip dismisses the card without filing anything. Use this if the meeting moved or you have a better brief from elsewhere.

For a first run, edit one line so you can see how the inline editor works, then approve.

Step 4: What Happens Next

Once you approve, a few things happen automatically:

  • The brief gets filed to the right place for your team to see later.
  • The agent posts a short confirmation in the channel so there is a record of the approval.
  • If the meeting wraps up with a follow-up commitment, the Meeting Assistant picks it up from there and prepares a draft follow-up note for your approval, using the brief as context.

You will not get a flood of notifications. The product is built so the agent only pings you again when there is a decision waiting.

What You Just Learned

In four steps you went from a one-line Slack request to an approved, filed pre-meeting brief, with no work outside Slack and no draft going out without your say-so. That is the standard shape of every interaction in Alpheous:

  • You ask in plain language.
  • The agent pulls context and posts a card.
  • You approve, edit, redraft, or skip.
  • The action happens (or does not) based on what you decided.

The same pattern applies whether you are briefing on an advisor, summarizing the week's regulatory filings, drafting a follow-up to a wholesaler who has gone quiet, or preparing notes for an LP call. Try one of the other agents next: the Regulatory Digest is a good second stop if you cover a watchlist of firms or funds. The full agent roster shows where to go for each kind of work.

Questions? Email support@alpheous.com.