🏆 Prevail AI Masterclass: The OpenClaw, Hermes AI For LIFE (Wealth, Career, Tax, etc) 🦞 2-Hrs Course

Introduction to Preveil Masterclass

Overview of the Session

• Fru introduces the masterclass, expressing excitement about the session's content, which includes a demonstration of Preveil, an AI tool designed to learn from users and integrate various tools.

• The session will cover three main takeaways: the rationale behind Preveil, its integrations and capabilities, and insights into the future of AI.

Identifying the Problem

• Fru discusses the overwhelming number of AI tools available today (e.g., Openclaw, Hermes Agent), highlighting a common issue: lack of context for users when switching between these tools.

• Demonstrations have shown that using multiple systems leads to siloed information; Preveil aims to create a unified "brain" that connects these disparate tools.

What is Preveil?

Core Functionality

• Preveil focuses on enhancing everyday life rather than just technical tasks like coding or pull requests. It learns from user interactions and makes personalized recommendations.

• Users can access Preveil through its website as an open-source product, with installation options for both Mac and Windows.

User Interface Walkthrough

Initial Setup

• Upon launching Preveil for the first time, users encounter a navigation pane on the left, a canvas area on the right, and a chat interface at the bottom.

Modes of Operation

• Two primary modes are available in Preveil: Work Mode for conversational tasks and Editor Mode for managing configurations and settings.

Background Processes & Security Features

System Operations

• Background processes run automatically in Preveil to enhance learning; users can see notifications about ongoing activities such as automated backups.

Privacy Options

• Users can choose between cloud-connected mode (using models from providers like OpenAI or Anthropic) or bunker mode for local-only operations.

Profiles & Vault Concept

User Profiles Management

• Multiple profiles can be created within Preveil to cater to different aspects of life (personal, school, business), each linked to specific folders in the file system.

Vault Structure

• The vault is central to data management in Preveil; it allows users control over their data by locking/unlocking access based on preferences.

Domains as Key Constructs

Understanding Domains

• Domains represent essential areas of life (e.g., health, wealth); they serve as organizational structures within which relevant data is stored.

Data Management

• Each domain corresponds directly with folders in the user's file system—no complex databases are involved—allowing easy portability if transitioning away from Preveil.

Applications Integration

Importance of Apps

• Applications play a crucial role in enriching user experience by providing context; integration with commonly used apps (like Google services or banking apps).

Synchronization vs. On-Demand Access

• Users can either synchronize data locally or interrogate connected systems on demand; however, synchronization is emphasized as key for effective use.

Workboards & Insights

Task Management

• Workboards provide Kanban-style task management features where tasks can be assigned either manually or delegated to AI agents.

• Tasks are tracked through various stages (doing, done), allowing efficient workflow management.

Learning Insights

• Continuous learning mechanisms surface insights based on user activity across domains and applications; this helps identify gaps needing attention.

(t=1437s] Sparks Feature

Introducing Serendipity

• Sparks aim to introduce randomness into user experiences by suggesting new concepts or ideas outside established patterns. This combats potential echo chambers formed by personalized data contexts.

Exploring Anti-Gravity and Open Source Models

Introduction to Alternatives

• Discussion on the potential failure of anti-gravity technology, leading to consideration of open-source models hosted locally.

• Mention of Previl as a platform that allows for various applications, including automation.

Automations in Applications

• Explanation of automations and loop engineering, emphasizing AI's role in managing tasks without prompting.

• Example use case: health briefings where users receive daily updates about their health metrics via email or messaging apps.

Integrating Health Data for Effective Briefings

Syncing Health Information

• Importance of syncing data from various health trackers (e.g., Fitbit, Garmin, Apple Watch) to provide relevant health briefings.

• Overview of how automations extend beyond briefings to include numerous other applications.

Calendar Integration with Automations

Visual Task Management

• Description of calendar features that sync with Google Calendar for task management across platforms.

• Tasks generated within Previl are visible on Google Calendar and vice versa, enhancing user experience.

Delegation and Autonomy in Task Management

Assigning Tasks to Agents

• Users can delegate tasks to agents within the application for enhanced productivity.

• Emphasis on true autonomy where AI assists users by managing tasks effectively.

The Role of Quick Notes in Contextual Learning

Capturing Thoughts and Insights

• Users can create quick notes to capture thoughts or diary entries that contribute contextually to their domains.

• Notes help AI learn about user goals, fears, and ambitions over time, enriching the overall context available for decision-making.

Chat Experience: Engaging with Domains

Domain-Specific Conversations

• Introduction to chat functionalities within specific domains versus general chat options.

• Importance of identifying personal domains that compound context for better engagement with the application.

Creating New Domains Within Previl

Customizing User Experience

• Instructions on creating new domains tailored to individual needs (e.g., nutrition).

• Each domain captures essential information like state, memory, manifest logs which compound over time.

Understanding Skills and Their Application

Skill Development Across Domains

• Explanation that each domain has unique skills relevant to its context (e.g., wealth vs. nutrition).

The Concept of Loops in Automation

Defining Loops

• Loops are described as advanced automations capable of reading contexts and autonomously taking actions based on identified gaps.

• Users can set preferences regarding the level of autonomy they wish loops to have when executing tasks.

Wealth Briefing Loop Example

Practical Application

• A wealth briefing loop gathers data from connected applications regularly and sends updates via preferred communication methods.

• This process exemplifies how loops operate behind the scenes while ensuring users remain informed about their financial status.

Insights on Wealth Management and AI Integration

Importance of Regular Wealth Reviews

• Emphasizes the necessity of conducting wealth reviews regularly, ideally monthly or weekly, to stay updated on financial opportunities.

• Suggests that users should proactively engage with their wealth domain to identify actionable insights provided by AI.

Understanding Intents in Conversations

• Introduces the concept of "intents," which are derived from user conversations within Prevue, capturing underlying goals behind queries.

• Explains how intents help distill user prompts into broader questions about financial decisions, enhancing the relevance of AI responses.

Contextualizing Wealth Data through Apps

• Discusses the integration of various apps (e.g., banking and brokerage accounts) to provide comprehensive context during wealth-related discussions.

• Highlights the importance of having real-time data from connected apps for informed decision-making regarding finances.

Customizing AI Models for Different Domains

• Describes how users can select specific models (like Fable 5 or Antigravity) tailored to different domains such as wealth or career for optimal performance.

• Mentions using benchmarks to evaluate model performance across various domains, allowing users to make informed choices about which models to employ.

Managing Context and Memory in Conversations

• Outlines how settings allow users to manage context auto-attaching features that enhance conversation relevance based on current financial states.

• Stresses the significance of maintaining accurate context for effective interactions with AI, particularly when discussing complex topics like wealth management.

Ideal State and Goal Setting

• Encourages users to define their ideal state within each domain as a foundational step towards achieving their financial goals.

• Warns against vague expectations from AI without clear objectives; emphasizes that clarity in goals leads to better outcomes.

Utilizing Routines and Automation

• Introduces routines that run behind the scenes, helping automate tasks such as reminders and skill suggestions based on user activity.

Enhancing Conversational Context

• Explains how global and local contexts are managed during conversations, ensuring personalized advice based on individual circumstances.

Evaluating Domain Performance with Context Scores

• Discusses context scores assigned to different domains (e.g., wealth vs. nutrition), indicating data richness and engagement levels within those areas.

Incognito Mode and Its Importance

Understanding Incognito Mode

• Incognito mode allows users to ask questions without retaining any context from previous interactions, ensuring that each query is treated independently.

• The primary benefit of incognito mode is to break out of personal biases or "bubbles" that may influence responses based on prior context.

The Concept of the Council in AI

Exploring the Council Feature

• The council feature enables users to consult multiple AI models for a more comprehensive answer, similar to how leaders seek advice from various advisors.

• Historical examples illustrate the importance of consulting multiple perspectives when making decisions, emphasizing the value of diverse inputs in AI responses.

Practical Applications of the Council

• Users can pose complex questions (e.g., investment choices), allowing different models like OpenAI and Gemini to provide varied insights.

• The council synthesizes these diverse answers into a cohesive response, enhancing decision-making quality by leveraging multiple viewpoints.

Setting Up and Using Councils

Configuring Your Council

• Users can create preset councils with specific models tailored for different types of inquiries, although this may consume tokens quickly.

• Adjusting settings within the council allows users to select preferred models and manage costs effectively while utilizing AI resources.

Auto Council Functionality

• Enabling auto council detects complex queries automatically, prompting the system to engage relevant model consultations without manual intervention.

Domain Management and Insights

Organizing Domains for Efficiency

• Users should categorize their focus areas (e.g., wealth, career), allowing AI to identify gaps or opportunities based on recent developments in those domains.

Importance of Domain Awareness

• Regularly updating domain knowledge ensures users remain informed about critical changes that could impact their financial or personal situations.

Benchmarking Models Against Domains

Running Benchmarks for Model Evaluation

• Users can benchmark different AI models against specific domains (e.g., tax), assessing which performs best based on empirical data rather than assumptions.

Utilizing Benchmark Results

• This process helps establish which model should be prioritized for particular tasks, leading to more informed decision-making regarding tool selection.

Backup Strategies for Data Security

Importance of Backups

• Regular backups are crucial for safeguarding important information across various domains; having multiple copies stored securely is highly recommended.

Recommended Backup Practices

• A suggested strategy includes maintaining three copies: two local and one offsite, ensuring data integrity against loss or corruption.

Editor Mode Features Overview

Exploring Editor Capabilities

• Editor mode provides advanced functionalities beyond simple Q&A interactions; it integrates various tools and frameworks designed for enhanced user experience.

Model Integration Options

• Prevo supports several model integration options including CLI access and cloud-based solutions like Open Router, offering flexibility in model selection.

Framework Utilization

• Various frameworks are available to guide conversations with AI effectively; users can also create custom skills tailored to their needs.

Intent Recognition and Personalization

Understanding User Intent

• Recognizing underlying motivations behind user actions is essential; this insight drives effective use of AI tools towards achieving personal goals.

Developing a Constitution

• Establishing a clear constitution reflecting individual values helps align AI responses with user priorities over time.

Understanding Intent Distillation in Financial Management

The Concept of Journals and Intent

• A journal serves as a history of chats, distilling conversations into higher-level intents, such as maximizing tax efficiency for a multi-income household.

• The system identifies intents through prompts that reveal user needs, like working with a CPA to enhance tax strategies.

Actionable Insights from Distilled Intents

• Once intents are identified, users can convert them into actionable tasks, moving from basic inquiries to structured financial planning.

• Recognizing broader financial resilience goals allows for comprehensive discussions across various domains like insurance and health.

Task Generation and Domain Assignment

• Open questions arise regarding individual actions (e.g., HVAC replacement), leading to task generation assigned to relevant domains (insurance, wealth).

• This interconnected approach emphasizes the impact of financial decisions on multiple life aspects, enhancing overall resilience.

Prompt Capture and System Architecture

Understanding Prompt Capture

• Prompts entered by users are captured centrally for analysis, allowing the system to learn from diverse interactions across different tools.

• Users can install prompt capture easily; it collects prompts from various AI models like Claude and Gemini for better context understanding.

Intent Alignment Across Tools

• Each AI model's prompts are stored separately but contribute to a shared context that informs user actions within the system.

• Regardless of the preferred tool (e.g., Gemini or Claude), users benefit from unified intent surfacing when returning to Prevel.

Integration and Automation Features

Connecting Applications for Enhanced Functionality

• Integration with over 300 apps enriches user context; examples include PayPal data retrieval through various methods (API or browser automation).

• Flexibility in integration options allows users to choose how they connect their applications based on specific needs.

Utilizing Aggregators for Data Synchronization

• Tools like Nango provide streamlined access via one API key, enabling synchronization across multiple platforms such as Notion and YouTube Analytics.

User Control and Privacy Settings

Managing Permissions and Autonomy

• Users have control over what Prevel can do regarding document management—permissions can be adjusted according to personal preferences.

Ensuring Data Security

• Locking down vault access limits data reading/writing capabilities while incognito mode enhances privacy during interactions with the app.

Final Thoughts on Personal Intelligence Systems

The Importance of Contextual Intelligence

• Emphasizes that personal intelligence should compound over time; owning your data is crucial as it provides valuable insights tailored specifically for you.

Future Implications

• Investing in personal intelligence systems now will differentiate individuals in future endeavors related to health, wealth, and career management.