# 7. Agent Info & AI Workflows

Once you finish configuring your AI agent, Click on "Save and Continue".&#x20;

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FZF3cELOpfG45SAoh0qhv%2Fimage.png?alt=media&#x26;token=5493bf88-2a0e-4abf-99d8-536cd740f9ac" alt="" width="271"><figcaption></figcaption></figure>

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.&#x20;

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FxvqhhRDBmdRRMo8TgOmZ%2Fimage.png?alt=media&#x26;token=a83cb334-aa39-4f46-a3f4-08430ecf1c0b" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2Fz3mtxRPL9JdMxI7xPDJn%2Fimage.png?alt=media&#x26;token=04bb88b7-ec08-4592-8286-89c263ef3885" alt="" width="204"><figcaption></figcaption></figure>

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.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FujW4fKCj46auYeWI6yvW%2Fimage.png?alt=media&#x26;token=f2567c0d-fcff-4ce5-a962-d0c20595d8c0" alt=""><figcaption><p>Agent Info</p></figcaption></figure>

Below that, you can **add or remove** Skills and Integrations if required.&#x20;

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FhEnBrqj7fbY3N3WfPFXL%2Fimage.png?alt=media&#x26;token=1c1dcadf-2dd3-43ae-bbe3-50306207178b" alt=""><figcaption><p>Skills and Integrations</p></figcaption></figure>

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.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FJn6ZuZrD8UHSnkIQEq8y%2Fimage.png?alt=media&#x26;token=ba18486e-924b-4603-a52b-1495dc9b3f8b" alt=""><figcaption><p>Memory</p></figcaption></figure>

### 2. Character&#x20;

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.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2F7TsE29ZPjkQTkTrHHckl%2Fimage.png?alt=media&#x26;token=744062af-d324-4eba-9ad6-8f98f54446db" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FB2fdbaob12dieaiV53S1%2Fimage.png?alt=media&#x26;token=6115804b-94ec-47aa-84fb-22ad60ce1877" alt=""><figcaption><p>Data Sources </p></figcaption></figure>

### 4. Credentials&#x20;

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&#x20;
* **Discord:** Connect your Discord account

<details>

<summary>How to Connect Your Discord Account</summary>

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

* &#x20;[Go to Discord Developer Portal](https://discord.com/developers/applications) and log in
* Click "New Application" on top right corner and give it a name\


2\. Set Up Your Bot

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

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2F0WwbRG4OX67WN0pZxb6C%2Fimage.png?alt=media&#x26;token=daba4e58-a7e8-4cdf-b064-dbdfdce5752c" alt="" width="204"><figcaption></figcaption></figure>

* Note down your bot's username (this is what will appear in Discord)
* Click "Reset Token" to get your bot token (keep this secure!)

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FD3auWhlRX3yTr3r4tsuq%2Fimage.png?alt=media&#x26;token=6d56ba0a-444f-4f4e-ba1a-290d2b9cd6a5" alt=""><figcaption></figcaption></figure>

* Enable these required intents:
  * Message Content Intent
  * Server Members Intent

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FU2EjgzU8HA4BCbARoswR%2Fimage.png?alt=media&#x26;token=f4ff9063-94c7-450d-a3d4-bf159d332130" alt=""><figcaption></figcaption></figure>

3\. Add Bot to Your Server

* Go to "OAuth2"&#x20;

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FJZELQcHka4DlvNNoXH6R%2Fimage.png?alt=media&#x26;token=71609a38-7d0c-4707-8f46-2ac5f32e8253" alt="" width="190"><figcaption></figcaption></figure>

* Under OAuth2 URL Generator, select "bot"

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FwidkzLQ7tcGmXkezFsl3%2Fimage.png?alt=media&#x26;token=85bf1540-c83d-41c5-b36f-c0bc7f7c6b5f" alt=""><figcaption></figcaption></figure>

*   Under "Bot Permissions", select:

    * Send Messages
    * Read Message History

    <figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FXy8ENHKCTQ0szql0od5h%2Fimage.png?alt=media&#x26;token=2ca230cd-2958-433c-896b-c6c33161d6bb" alt=""><figcaption></figcaption></figure>



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

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2F3VTgWswCXSrelzFWniJE%2Fimage.png?alt=media&#x26;token=c426afd4-118c-48c3-9b18-cea61a17e6ab" alt=""><figcaption></figcaption></figure>

</details>

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

<details>

<summary><strong>How to Get Your Telegram Bot API Key</strong></summary>

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.

</details>

### 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.&#x20;

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 single or multiple steps that you can connect using a visual drag-and-drop interface. These steps could include messaging actions, content processing, web scraping, looping through lists, and more.&#x20;

Currently, we have 4 major steps (nodes):

### 5.1 Telegram

**5.1.1 Send Message:**

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

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2F5COJlDb2tHRXKx0VXuLF%2Fimage.png?alt=media&#x26;token=d52fe6fa-375d-4d68-b225-793ce34380e2" alt="" width="351"><figcaption></figcaption></figure>

Inputs For Telegram:  \


1. Telegram Chat ID

<details>

<summary>How to get Chat ID</summary>

* **User ID:** [Click here to open _@getidsbot_](https://t.me/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**.&#x20;

* **Public channel:** Simply use the channel’s username (e.g., _@skaitestchannel_). The bot must be added to the channel **beforehand.**&#x20;

</details>

2. 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.

3. Message Format (optional):&#x20;

Choose how the message should be formatted:

* `text` – Plain message
* `markdown`, `markdownv2` – Supports basic formatting like bold/italic/links
* `html` – Allows full HTML styling

<details>

<summary>What's the difference  between Telegram Skill and Telegram Task?</summary>

| **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."&#x20;

Agent: \[uses telegram\_send\_message skill with chat ID 1234567890]

* **Telegram Task:** Task set to run every day at 9 AM.&#x20;

Agent fetches data and sends to @mychannelname automatically.

</details>

<details>

<summary><strong>Difference between Botfather ID and getidsbot</strong></summary>

* **@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**

</details>

### 5.2 X (Twitter)

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2Fv5YR4MwqRrFijpynD5lb%2Fimage.png?alt=media&#x26;token=11d474fe-83a1-42ba-b9e4-40668637cdbe" alt="" width="353"><figcaption></figcaption></figure>

**5.2.1  Reply:**&#x20;

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 Memor&#x79;**:** Toggle ON to prevent replying with duplicate or repetitive content

**5.2.2  Fetch Content:**&#x20;

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

**5.2.3  Global Search:**&#x20;

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

**5.2.4  Get Tweet Replies:**&#x20;

Gets replies to a specific tweet.

Required Input:

* Tweet ID

Advanced Options:

* Maximum Results: 10, 20, 50, or 100
* Use Memory: Optional toggle

**5.2.5  Get Own Latest Tweets:**&#x20;

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

**5.2.6  Post Tweet:**&#x20;

Posts a new tweet from your connected X account.

Required Input:

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

**5.2.7  Get Latest Mentions:** &#x20;

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

### 5.3 Utility&#x20;

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FyLLePfX24YCFcbAwLIan%2Fimage.png?alt=media&#x26;token=38d2a53e-1331-4d43-8f42-9adc4286e7a7" alt="" width="361"><figcaption></figcaption></figure>

**5.3.1  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)

**5.3.2  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.

**5.3.3  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

### 5.4. Tools

5.4.1  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.&#x20;

**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.&#x20;

**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.

6. **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.&#x20;

### 6. 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.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FyIHDPQMhBjql6a0HiCBI%2Fimage.png?alt=media&#x26;token=de186af5-dd27-44b2-8711-14cdc60c700c" alt=""><figcaption></figcaption></figure>

**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").

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FvdEdlB8p56iVbnhRqVt9%2Fimage.png?alt=media&#x26;token=447cac7c-8a7a-4567-b5c7-c6bd04699ecf" alt=""><figcaption></figcaption></figure>

**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.&#x20;
  * **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.&#x20;
* **Create the Token**
  * Once all details are entered, click **"Create Token"** to generate the token. The transaction will be processed via the Phantom wallet.

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FWbx113o8upVuQhvrPDuc%2Fimage.png?alt=media&#x26;token=1f95dda0-d9d1-4a58-aca8-539af8b73688" alt=""><figcaption></figcaption></figure>

**Agent Minting and Deletion:**

Once you have finished creating your agent, you can:

* Save your agent
* Delete your agent&#x20;
* 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)

<figure><img src="https://3620906879-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ft1TLw2CAY3Yjr54moPYE%2Fuploads%2FXbdXcW7Cve9ksucjvms1%2Fimage.png?alt=media&#x26;token=a087262d-b4a9-46ad-832b-33240c5756b4" alt=""><figcaption></figcaption></figure>
