7. Agent Info & AI Workflows

Once you finish configuring your AI agent, Click on "Save and Continue".

Next, you will be directed to below screen with 6 different tabs such as Agent Info, Character etc.

1. Agent Info

In this section, you will see the name of your agent, image, description etc. You can edit all these fields as per your needs. Note that this information (name, image and description) of your AI agent will be visible to public in our marketplace.

To change the profile picture of your Agent, click on the default image. Then, you can either upload your own or generate an AI image based on your preference.

Moreover, you can view the owner address, the character you selected, and the AI model chosen for your agent. You can modify the character or LLM through dropdown menu.

Agent Info

Below that, you can add or remove Skills and Integrations if required.

Skills and Integrations

Below that, in the Memory section, you can enable or disable the Memory option that allows you to upload files that act as custom knowledge for your agent.

Memory

2. Character

In the Character section, you can see the character you've selected. If you'd like to change it, you can choose a different one from the dropdown menu.

3. Data Sources

You can upload files up to 5 MB here (soon you'll be able to upload files with size >10 MB). These files will serve as your agent's knowledge base.

Once uploaded, click on "Upload Files" to confirm. You can also choose whether to make your documents public by toggling the Public button.

Data Sources

4. Credentials

If you have selected X, Discord, Google, Telegram, or Token Launch (on pump.fun), you need to connect your respective accounts.

  • X (Twitter): Connect your X account.

  • pump.fun: Connect your Phantom wallet.

  • Google: Connect your google account

  • Whatsapp: Connect your Whatsapp Business account

  • Discord: Connect your Discord account

How to Connect Your Discord Account

To create a bot on Discord, you'll need to use the Discord Developer Portal. Note that your bot can only be used in servers, not in direct messages.

1. Create Your Application

2. Set Up Your Bot

  • Go to the "Bot" section and click "Add Bot"

  • Note down your bot's username (this is what will appear in Discord)

  • Click "Reset Token" to get your bot token (keep this secure!)

  • Enable these required intents:

    • Message Content Intent

    • Server Members Intent

3. Add Bot to Your Server

  • Go to "OAuth2"

  • Under OAuth2 URL Generator, select "bot"

  • Under "Bot Permissions", select:

    • Send Messages

    • Read Message History

  1. Copy the generated URL, open it in your browser, and follow the prompts to add the bot to your server.

  • Telegram: Add your Bot API Key and Bot Username.

How to Get Your Telegram Bot API Key

To create a bot on Telegram, you need to interact with BotFather, Telegram’s official bot for managing other bots:

  • Open Telegram and search for “BotFather”.

  • Start a chat and type /newbot, then follow the prompts to set up the bot’s name and username.

  • Once created, BotFather will send you a message containing your Bot API Key.

  • Save both your Bot API Key and Username, as you will need them to integrate your bot with your agent.

  • If adding your bot to a Telegram group, grant it admin rights. Without these privileges, the bot will not function properly.

5. Workflow

A workflow is a scheduled or recurring action an agent performs automatically at set intervals.

Workflows allow an agent to connect with external services or platforms like Telegram and X (Twitter). For example, a workflow could involve checking for new tweets and responding to comments or scheduling a daily report generation and sending to Telegram.

In other words, Workflows are step-by-step chain that runs automatically in the background at fixed custom time intervals.

Each workflow is made up of modular steps that you can connect using a visual drag-and-drop interface. These steps include messaging actions, content processing, web scraping, looping through lists, and more.

Currently, we have 4 major steps:

1. Telegram

Send messages automatically to a Telegram user, group, or public channel using your connected Telegram bot.

Inputs For Telegram

  1. Chat ID

How to get the chat ID

  • User ID: Click here to open @getidsbot and retrieve you user ID (e.g., 1234567890). Make sure to open it with the Telegram account you want the ID for. You must have an active chat with the bot.

  • Group chat ID: Add @getidsbot to the group, and retrieve the chat ID (e.g., 12345678900000). The bot must be added to the group beforehand.

  • Public channel: Simply use the channel’s username (e.g., @skaitestchannel). The bot must be added to the channel beforehand.

  1. Agent Instruction: Enter what the agent should generate and send. You can reference earlier steps using @step . Example: Send output from @step3 in informal tone.

Note: You don’t need to explicitly tell the agent to send a message to Telegram in the instruction (e.g., “send this to Telegram”) unless you have a specific custom instruction. The predefined function takes care of the delivery automatically.

  1. Message Format (optional): Choose how the message should be formatted:

  • text – Plain message

  • markdown, markdownv2 – Supports basic formatting like bold/italic/links

  • html – Allows full HTML styling

What's the difference between Telegram Skill and Telegram Task?

Feature

Telegram Skill

Telegram Task

What It Does

Sends messages when user interacts with agent

Sends scheduled or repeated messages automatically

Triggered By

Manual (user or agent logic)

Automatic, at set times

When to Use

Real-time responses, dynamic alerts

Daily summaries, automated updates

Chat ID Required?

Yes

Yes

Example

  • Telegram Skill: User: "Send BTC price to my Telegram."

Agent: [uses telegram_send_message skill with chat ID 1234567890]

  • Telegram Task: Task set to run every day at 9 AM.

Agent fetches data and sends to @mychannelname automatically.

Difference between Botfather ID and getidsbot

  • @BotFather is the official Telegram bot used to create your own bot. It gives you the bot token and lets you set your bot’s name and username. You only use it once during setup.

  • @getidsbot is a helper bot used to find chat IDs (your own user ID, a group’s ID, or a channel’s ID). You use it after creating your bot to get the numeric IDs needed for sending messages.

👉 BotFather = Create the bot 👉 getidsbot = Find where to send messages

✅ Can You Talk to Your Telegram Agent Without @getidsbot?

Yes, absolutely. Once you've created your bot via BotFather, click on the bot link given by the BotFather and press /start. You can now start chatting with your Telegram agent directly in DM.

🆔 What Happens When You Use @getidsbot?

This is required only if you're:

  • Setting up scheduled messages at specific interval

  • Sending messages to groups or public channels

2. X (Twitter)

2.1 Reply:

Replies to a specific tweet using its Tweet ID.

Required Inputs:

  • Tweet ID: Numeric ID of the tweet (from the end of the tweet URL, i.e., 1307029562321231873)

  • Agent Instruction for the Reply: What the agent should write in response (i.e., Write a short, witty reply in plain English)

Optional:

  • Use Memory: Toggle ON to prevent replying with duplicate or repetitive content

2.2 Fetch Content:

Fetch content from a X Twitter account

Required Inputs:

  • Target Username: (without @)

Advanced Options:

  • Content Type: Choose tweets or retweets

  • Maximum Results: 10, 20, 50, or 100

  • Use Memory: Optional toggle

2.3 Global Search:

Searches public tweets using any keyword, phrase, or hashtag.

Required Input:

  • Search Query: e.g., "AI newsletter" OR #DeFi

Advanced Options:

  • Maximum Results: 10, 20, 50, or 100

  • Use Memory: Optional toggle

2.4 Get Tweet Replies:

Gets replies to a specific tweet.

Required Input:

  • Tweet ID

Advanced Options:

  • Maximum Results: 10, 20, 50, or 100

  • Use Memory: Optional toggle

2.5 Get Own Latest Tweets:

Retrieves recent tweets from your authenticated X account

Advanced Options:

  • Number of Tweets: 10, 20, 50, or 100

  • Include Retweets: Yes/No

  • Include Replies: Yes/No

  • Use Memory: Optional toggle

2.6 Post Tweet:

Posts a new tweet from your connected X account.

Required Input:

  • Agent Instruction for the Tweet: What content to generate and post

2.7 Get Latest Mentions:

Get latest mentions for a handle or the authenticated user on X Twitter

Required Input:

  • Handle (without @)

Advanced Options:

  • Maximum Results: 10, 20, 50, or 100

  • Use Memory: Optional toggle

3. Utility

3.1 Web Scraping

Fetch content from a public webpage.

Inputs

  • URLs to scrape: Enter one or more URLs (must include http:// or https://).

  • Extract Method (optional): Choose between:

    • text : Extract only the visible readable content.

    • html : Extract full HTML source (useful when formatting/context matters)

3.2 Content Summarizer

Summarize any text or HTML input — especially useful after scraping data or fetching tweets.

Inputs

  • Text to summarize: Reference earlier scraped or fetched text using @stepname.

Advanced Settings

  • Summary Style (optional):

    • bullet_points

    • short_paragraphs

    • key_insights

  • Summary Length (optional):

    • brief: 1-2 key lines

    • moderate: medium-sized summary

    • detailed: full breakdown

  • Additional Instructions (optional): Clarify tone, depth, or specific focus for the summarization.

3.3 Agent Instruction

Use this to give a one-off instruction that doesn't fit into scraping or summarizing.

Inputs

  • Instructions: Write a custom message the agent should follow to generate output. You can reference data from earlier step

4. Tools

4.1 Loop

The Loop step is used when you want to process a list of items one by one — such as looping through multiple tweets, search results, or scraped entries. It enables dynamic and repeated execution of a specific action (function) on each element in the list generated by a previous step.

Inputs:

  • Select Step to Loop: Select a previous step that returns a list (e.g., X: Global Search or Web Scraper).

  • Select Function to Execute: Choose a function to execute repeatedly for each item (e.g., summarize each tweet, send each result to Telegram, etc).

Setting Up Workflow

i. Select the Task Type: Choose the specific action you want the agent to perform, such as replying to tweets or sending messages on Telegram.

ii. Set the Timeframe: Define a start time and an optional end time to specify when the agent should execute the task.

iii. Choose the Frequency: This determines how often the task will run within the selected time range. For example, if you choose 15 minutes, the agent will execute the task every 15 minutes between the start and end time.

  1. Token

In this section, you can either assign an existing token to your AI agent or create a new token specifically for it. This is optional.

Assigning an Existing Token

To assign an existing token to your AI agent, enter the token mint address in the provided field. This ensures that the agent can recognize and interact with the selected token.

Creating a New Token

If you prefer to create a new token, follow these steps:

  1. Connect Your Phantom Wallet.

  2. Fill in the Required Details

Basic Info:

  • Name: The name of your token (e.g., "AI Token").

  • Description: A short description of your token.

  • Symbol: The ticker symbol representing your token (e.g., "AIT").

Social Links (Optional):

  • Twitter: Enter the link to your token’s official Twitter page.

  • Telegram: Provide a link to your token’s Telegram community.

  • Website: Enter the URL of your token’s website for more visibility.

Advanced Settings:

  • These settings allow for more control over the token creation process:

    • Show Name – If enabled, the token's name will be displayed.

    • Amount (in SOL): This specifies the amount of SOL (Solana) to be used for token creation. The default is 0.1 SOL.

    • Slippage (%): The acceptable price difference during a transaction to prevent failures due to price fluctuations. A higher value increases the likelihood of successful execution.

    • Priority Fee (SOL): This allows users to specify an additional fee to speed up the transaction. A higher priority fee increases the likelihood of faster processing on the blockchain.

  • Create the Token

    • Once all details are entered, click "Create Token" to generate the token. The transaction will be processed via the Phantom wallet.

Agent Minting and Deletion:

Once you have finished creating your agent, you can:

  • Save your agent

  • Delete your agent

  • Chat with your agent by clicking on the messaging icon

  • Mint your agent on blockchain by clicking on coin icon (note that once you mint on blockchain, it can't be deleted. So make sure to test your agent by chatting with it before you mint it)

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