AI Assistance

A task prompt is the description of the specific work the assistant should do every time this task runs. It is distinct from the assistant's system prompt, which is the standing brief the assistant reads regardless of which task it is executing. The system prompt defines the assistant's role while the task prompt specifies the work this task performs.

Write the task prompt as a concrete instruction for the work this task should accomplish. Include the inputs the assistant needs, the specific output you expect, and any context unique to this task that the system prompt does not already cover. Avoid repeating the system prompt since the assistant already reads it.

Project preferences control where the assistant does its work for each deployment. Some assistants need a QuantConnect project as their workspace (for example, an assistant that runs a research notebook or writes algorithm code needs a project to work on). Others can run with no project at all (for example, a news summarizer that reads articles and emails a summary doesn't need a project).

Each task has the following options:

• Create a new project for this task: Create one project the first time the task runs and reuses it on every subsequent deployment.
• Create a new project for each task deployment: Create a fresh project every time the task runs.
• Use an existing project: Attach the task to a project that already exists in your organization.
• No project required: Run the task with no attached project.

By default, tasks require manual deployment where you open the task and click Deploy Now. Organizations on the Trading Firm or Institution tier can schedule assistant tasks to run using the same Scheduled Event system that you use in QuantConnect algorithms. These schedules includ market open, fifteen minutes before close, the first trading day of the month, and more. Since Scheduled Events are aware of the market hours, you can ensure your assistants won't run on weekends or US market holidays if that's your intention. This saves you from maintaining a holiday calendar or weekday filter in your prompts.

When a task runs, you can see the output in the conversation view. To be notified when a task competes or encounters an error, you can set up some notifications. We offer email, SMS, and Telegram notifications.

Follow these steps to set up Telegram notifications:

1. Create a new Telegram group.
2. Add a bot to your Telegram group.

To create a bot, chat with @BotFather and follow its instructions. If you want to use our bot, the username is @quantconnect_notifications_bot.

3. On the Task Configuration page, enter your user Id or group Id.

Your group Id is in the URL when you open your group chat in the Telegram web interface. For example, the group Id of web.telegram.org/z/#-503016366 is -503016366.

Chained assistants run in a fixed sequence when a task deploys. The first assistant in the chain executes the task, and its output is passed to the next assistant as input, and so on until the chain ends. Use a chain when the work breaks naturally into stages that each have a different specialist, for example an Ideas Assistant feeding a Research Assistant feeding a Backtest Assistant.

You configure the chain in the Sub-Assistant Orchestration section of the assigned assistant rather than on the task. Each assistant in the chain runs once per deployment in the order you set.

Callable assistants are available to the assigned assistant as if they were tools. When the assistant is working on a task and decides it needs help from another specialist, it can call that specialist mid-deployment and continue with the result. Unlike chained assistants, callable assistants only run when the assigned assistant chooses to invoke them.

Use callable assistants when the path through the work is not known in advance. An assistant might call a Research Assistant in one deployment and a Live Monitoring Assistant in another, depending on what it finds. You configure callable assistants in the Sub-Assistant Orchestration section of the assigned assistant rather than on the task.

Follow these steps to view all the tasks in your organization:

1. Log in to the Algorithm Lab.
2. In the left navigation bar, click Organization > Assistants.
3. Click the Tasks tab.

Follow these steps to add a task to your organization:

1. Log in to the Algorithm Lab.
2. In the left navigation bar, click Organization > Assistants.
3. Click the Tasks tab.
4. Click Add Task.
5. Fill out the Task Configuration form.
6. Click Create Task.

Follow these steps to update a task in your organization:

1. Log in to the Algorithm Lab.
2. In the left navigation bar, click Organization > Assistants.
3. Click the Tasks tab.
4. Click a task.
5. Click the Edit Task icon.
6. Edit the task configuration.
7. Click Save Changes.

Follow these steps to clone a task in your organization:

1. Log in to the Algorithm Lab.
2. In the left navigation bar, click Organization > Assistants.
3. Click the Tasks tab.
4. In the row of the task you want to clone, click Clone.

Follow these steps to delete a task in your organization:

1. Log in to the Algorithm Lab.
2. In the left navigation bar, click Organization > Assistants.
3. Click the Tasks tab.
4. In the row of the task you want to remove, click Delete.