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NestiFi
Family Wealth
Agents
Overview
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Create New Agent
Configure your new agent step by step.
1
Basics
2
Scope
3
Capabilities
4
Triggers & Rules
5
Actions
6
Permissions
7
Review & Save
Agent Name *
Description *
Agent Type
Custom
Master Orchestrator
Contribution
Education
Advisor
Compliance
Tax
Onboarding
Retention
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Initial Status
active
monitoring
idle
Step 1 of 7
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