Agent tasks
The Agent page is where Alphio AI keeps working for you in the background: every alert, scheduled task, and trading task you create in chat is listed there, with its status, detail, and execution log.
Find it at: Agent in the left sidebar on web (/chat), the Tasks tab on mobile web, or the round Agent button in the middle of the app's bottom bar. Chat and tasks share this page — older links to the separate Tasks page open it too.
1. What you see on the Agent page
When no conversation is open, the Agent page shows two blocks above the input box:
- Scheduled Tasks — your own tasks, newest activity first. The first four rows are shown; View More opens the full My Tasks list.
- Recommended — ready-made prompts you can start from (section 3).
As soon as you send a message, the page switches to the conversation. Open History to go back to an earlier chat.
2. Kinds of tasks
| Kind | Created by asking for… | What it does when it fires |
|---|---|---|
| Alert | A price, indicator, news, earnings, macro-data, Polymarket-odds, X-account, or wallet condition ("Alert me when SOL hits 200") | Sends you a notification |
| Scheduled task | A time or schedule ("Every Friday at 4pm ET, summarize this week's market") | Runs an Alphio AI analysis and delivers the result |
| Trading task | An order, now or on a condition ("Buy 0.1 BTC when RSI < 30") | Places real orders through your connected account |
Alerts and scheduled tasks never place orders. Trading tasks always start as a draft you have to confirm — see Tasks and strategies.
Copy-trading and ARK Grid strategies you run also appear in the list so you can see them in one place; manage those from their own pages.
3. Recommended
The Recommended block shows four prompts at a time. Clicking one fills the input box with that prompt so you can edit it before sending — it does not create anything on its own.
The mix follows the markets you picked in the onboarding questionnaire:
- Stocks — mostly stock ideas, plus one general idea.
- Crypto (or both) — always includes one smart-money wallet tracking idea (get notified when a tracked wallet buys or sells), plus crypto or prediction-market ideas and one general idea.
- No preference saved (for example, you skipped onboarding) — a random mix from all recommendations.
On mobile, Refresh swaps in a new set.
4. Filtering and reading the list
Use the filter to switch between Active, Paused, Completed, and All.
Each row shows the task name, its status, and a short status line, for example:
- Waiting for trigger — an alert or conditional trade that hasn't fired yet
- Runs … — when a scheduled task runs next
- Triggered / Ready — the last run succeeded
- Partially completed — some orders in the last run went through, some didn't
- Awaiting confirmation — a trading task you haven't confirmed yet
- Add credits to resume / Auto-paused after a long break / Paused after repeated failures — see section 7
A dot marks rows with results you haven't opened yet.
5. Task detail
Click a row to open Task detail:
- Original request — the instruction the task was created from.
- Price chart — for tasks tied to a symbol, with the target level drawn on it.
- Task information (alerts and scheduled tasks) — status, Repeat (one-time or recurring), Scheduled time, and Maximum executions.
- Order (trading tasks) — target, side, size, leverage, trigger, and account.
- Execution log — every run, newest first. Use Refresh for the latest entries and View More for older ones.
- Open chat — jumps back to the conversation the task came from.
Editing. Use the pencil icon to edit an alert or scheduled task — the prompt, the execution time, how it repeats (for example Daily or Weekdays), and the timezone. A trading task can only be edited before you confirm it; after that, delete it and create a new one.
6. Task actions
Open the ⋯ menu on a row or in the detail view:
| Action | Applies to | What it does |
|---|---|---|
| Review and create task | Trading tasks awaiting confirmation | Opens the order for a final review; you tick I understand this is a real trade that will execute automatically. and confirm |
| Share | All | Copy a link, or share on X, Telegram, or Discord |
| Pause / Resume | Alerts and scheduled tasks | Stops or restarts the task without losing its history |
| Notification | All | Opens your notification settings |
| Delete | Alerts and scheduled tasks | Removes the task permanently — this cannot be undone |
| Delete | Trading tasks | Stops the task; its history is kept |
| Close strategy | ARK Grid strategies halted by their daily loss limit | Closes the strategy |
Trading tasks cannot be paused — delete one to stop it. Stopping a trading task does not close positions it already opened; close those yourself.
7. Automatic pauses
Alphio pauses some tasks for you instead of letting them fail silently:
- Out of Credits. When your balance can't pay for the next run, tasks pause and the list shows how many were paused. Add credits to resume takes you to your subscription page; once you have Credits again, use Resume after adding credits on each task.
- Auto-paused after a long break. A recurring scheduled task that only delivers in-app is paused after several runs in a row go unopened. Open the task and it resumes.
- Paused after repeated failures. A scheduled task that fails several times in a row is paused. Check the execution log, fix the prompt if needed, and resume it.
8. Costs and limits
- Creating a task costs no Credits.
- Each run that uses Alphio AI — a scheduled analysis, or an alert that asks for an AI-written summary — consumes Credits based on actual usage.
- Delivery in-app is free. Each message delivered to Telegram or by email consumes a small amount of Credits.
- Free plan. Creating tasks may count against a monthly allowance. When you reach it, Alphio AI shows a Monthly task limit reached card with your usage and an upgrade option.
9. Notifications
Task results go to your notification center under AI Tasks (scheduled tasks), AI Alerts (alerts), or AI Trade (trading tasks). Results of alerts and scheduled tasks are also posted back into the conversation they came from.
To get them on your phone, bind Telegram — see Connect Telegram — and turn on the Telegram channel for that category in Notifications settings.
This page is available as plain Markdown at https://alphio.ai/docs/chat/tasks.md. An index of every page, with a one-line summary each, is at https://alphio.ai/docs/llms.txt.