🧠 How to Run the Find Duplicates Agent in Vault
The Find Duplicates Agent helps identify and merge duplicate responses across your content. Follow these steps to run it:
✅ Step 1: Navigate to the Vault
From the main dashboard, go to the Vault section where all your documents are stored.
▶️ Step 2: Click “Run Agent”
In the top right corner of the Vault, click the Run Agent button.
🔍 Step 3: Select the “Find Duplicates” Agent
In the “Select an Agent” modal:
- Choose Find Duplicates
(This agent identifies and merges duplicate content across selected documents.)
🎯 Step 4: Choose Strategy Scope
In the Find Duplicates modal:
- Use the dropdown to select the strategy scope:
- Firm-Wide (Not Strategy-Specific) (default)
- Or choose a specific strategy like Large Cap Growth or Small Cap Growth
This determines which content gets checked for duplication.
▶️ Step 5: Click “Find Duplicates”
Once you've selected the strategy, click Find Duplicates to begin the scan.
The agent will begin processing and show progress on the dashboard.
📥 Step 6: Review and Select Duplicates
After the scan completes:
- You’ll see potential duplicate questions grouped together.
- Select the version you'd like to Keep; unselected ones will be archived.
If multiple identical versions exist, you can choose just one to retain.
💾 Step 7: Click “Complete Run”
Once selections are made, click Complete Run to finalize deduplication.
🔄 Optional: Undo or Revisit
If you change your mind, use the Undo button to revert or review the merged records again.
ℹ️ Tip: You can rerun the agent at any time as new content is added to keep your vault clean and organized.