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Getting Started with Agents

OpsHub’s AI agent system puts an intelligent assistant at your fingertips. In less than 10 minutes, you’ll go from your first question to automating real investment operations tasks.

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Prerequisites

Before you begin, ensure you have:
  • Active OpsHub account - You should be logged into the OpsHub platform
  • Access to workspace - Navigate to the /workspace page where the agent console lives
  • Some data loaded - At least one portfolio or dataset to query (the agent works best with real data)
First time logging in? Ask your administrator to assign you the appropriate role (Portfolio Manager, Fund Accountant, etc.) for optimal agent suggestions.

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Your First Agent Interaction

Let’s start with a simple but powerful interaction to get you comfortable with the agent system.
1

Open the Agent Console

Keyboard shortcut: Press Cmd+/ (Mac) or Ctrl+/ (Windows)Or: Look for the agent panel on the right side of your workspaceYou’ll see a chat interface with a message input at the bottom.
2

Ask Your First Question

Type a natural language question into the chat. Try this:
Show me all portfolios in my organization
Press Enter to send. The agent will:
  1. Understand your request
  2. Query the database
  3. Return results in a clean format
What you’ll see:
  • A loading indicator while the agent works
  • The tool it’s using (execute_database_query)
  • Your results displayed as a table or list
3

Try a Practical Task

Now let’s do something more useful. Ask the agent:
Show me portfolios with NAV breaks over 3bp this week
The agent will:
  • Calculate NAV variances
  • Filter for breaches exceeding 3 basis points
  • Show you the results with portfolio details
This is a real ASIC RG94 compliance check!You just automated what would typically take 15-30 minutes of manual work.
4

Get Actionable Insights

The agent can also create things for you. Try:
Create a dashboard tracking RG94 tolerance breaches
The agent will:
  1. Analyze available validation data
  2. Suggest relevant metrics and widgets
  3. Generate a dashboard draft for your review
  4. Ask for your approval before applying
Review the draft, then click Apply to create your dashboard.
The agent will ALWAYS ask for approval before making changes to your data or creating new resources. You’re in control.

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Common Use Cases

Here are 5 quick wins you can achieve with agents in under 2 minutes each:

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1. NAV Validation Query

Ask: 
Show me portfolios with NAV breaks over 3bp this week
What happens:
  • Agent executes SQL query against validation.validation_results
  • Filters for abs(variance_percent) > 0.0003
  • Returns portfolio names, NAV values, and variance amounts
Best for: Fund Accountants, Operations Leads

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2. Create a Compliance Dashboard

Ask: 
Create a dashboard tracking RG94 tolerance breaches
What happens:
  • Agent analyzes validation rules and breach history
  • Generates dashboard with key metrics:
    • Breach count by portfolio
    • Tolerance threshold trends
    • ASIC rule violations
  • Creates draft for your approval
Best for: Compliance Officers, Operations Managers

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3. Generate a Report

Ask: 
Generate a compliance report for Q4
What happens:
  • Agent pulls validation results for Oct-Dec
  • Summarizes breaches by category
  • Formats as professional report
  • Saves to distribution.deliverables
Best for: Compliance Officers, Portfolio Managers

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4. Build a Spreadsheet

Ask: 
Build a spreadsheet of top 10 holdings by market value
What happens:
  • Agent queries investment.holdings
  • Calculates quantity * market_price
  • Creates Univer spreadsheet with:
    • Security name
    • Quantity
    • Market value
    • % of portfolio
  • Opens in workspace
Best for: Portfolio Managers, Analysts

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5. Investigate a Breach

Ask: 
Why does portfolio ABC have a 5bp NAV variance on 2025-10-28?
What happens:
  • Agent retrieves validation results for that date
  • Analyzes underlying holdings and transactions
  • Suggests root causes:
    • Price discrepancies
    • Cash reconciliation issues
    • Corporate action timing
  • Recommends remediation steps
Best for: Fund Accountants, Operations Teams

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Choosing the Right Agent

OpsHub has 10 specialized agents for different tasks. Here’s how to pick the right one:
  • OpsHub Orchestrator
  • Fund Accountant Assistant
  • Dashboard Architect
  • Workbook Engineer
  • Compliance Sentinel
Default agent - Good for general questions and task routingUse when:
  • You’re not sure which agent to use
  • You have a multi-step task
  • You want agent delegation
Example:
I need to validate NAV, then create a report
The orchestrator will delegate to the Fund Accountant Assistant, then the Report Generator.
Don’t worry about choosing the wrong agent! The OpsHub Orchestrator can delegate to the right specialist automatically. Just ask your question naturally.

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Pro Tips for Better Results

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1. Be Specific About Ranges

Show me NAV breaks over 3bp in October 2025

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2. Include Context

Create a holdings workbook for Australian Equities with 1bp tolerance

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3. Use Industry Terminology

The agent understands investment operations language:
  • “basis points” instead of “percent”
  • “NAV variance” instead of “price difference”
  • “reconciliation” instead of “comparison”
  • “look-through analysis” for fund-of-funds
  • “RG94 compliance” for Australian regulations

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4. Ask for Explanations

If you don’t understand a result, just ask: 
Why did you suggest this validation rule?

Explain the calculation behind this NAV variance
The agent will break down its reasoning in simple terms.

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5. Request Specific Actions

Insert NAV comparison formula in column E, then highlight breaches

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Next Steps

Agent Tools Guide

Explore all 62+ tools available to agents

Example Prompts

100+ copy-paste prompts for common tasks

Multi-Agent System

Deep dive into the 10-agent architecture

Agent Backend API

Technical API reference for developers

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Troubleshooting

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”I don’t see the agent console”

Solution:
  • Press Cmd+/ (Mac) or Ctrl+/ (Windows) to toggle the agent panel
  • Or navigate to /workspace where the agent is always available
  • Check with your admin that agents are enabled for your organization

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”The agent says it can’t access data”

Solution:
  • Verify you have permissions to view the data (check with your admin)
  • Ensure you’re logged into the correct organization
  • Try a more specific query with explicit portfolio names

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”Tool execution failed”

Solution:
  • Check the error message - it usually explains what went wrong
  • Common causes:
    • Missing required data (e.g., no holdings for that date)
    • Invalid date format (use YYYY-MM-DD)
    • Permission issues (ask admin to assign appropriate role)
  • Try rephrasing your question more simply

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”The agent gives generic responses”

Solution:
  • Be more specific in your questions
  • Include dates, portfolio names, tolerances
  • Ask for concrete actions, not just information
  • Example of improvement:
    • ❌ “Tell me about NAV”
    • ✅ “Show me NAV for Portfolio ABC on 2025-10-28"

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"I want to undo what the agent did”

Solution:
  • Most agent actions are reversible
  • Dashboards: Delete from dashboard catalog
  • Workbooks: Close and don’t save
  • Workflows: Cancel from workflow dashboard
  • Database changes: Contact your admin for audit log review
Database writes cannot be undone automatically. The agent will ALWAYS show you a preview and ask for approval before making data changes. Review carefully!

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Getting Help

  • In-app help: Type What can you do? in the agent console
  • Keyboard shortcuts: Press Cmd+Shift+/ to see all shortcuts
  • Documentation: Browse /docs for detailed guides
  • Support: Contact your OpsHub administrator or support@opshub.ai
Congratulations! You’re ready to start using OpsHub agents to automate your investment operations workflows.
Remember:
  • Start simple with read-only queries
  • Review all drafts before approving
  • Use specific, domain language for best results
  • Ask for explanations when you need them
  • Explore the 62+ available tools as you get comfortable
The agent learns from your interactions and gets better over time. The more you use it, the more it understands your preferences and workflows.
Next: Try the Agent Tools Guide to see all available automation capabilities, or jump to Example Prompts for 100+ ready-to-use queries.