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.

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

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.

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.

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
Telegram: Add your Bot API Key and Bot Username.
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
Chat ID
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.
Message Format (optional): Choose how the message should be formatted:
text
– Plain messagemarkdown
,markdownv2
– Supports basic formatting like bold/italic/linkshtml
– Allows full HTML styling
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
orretweets
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://
orhttps://
).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 linesmoderate
: medium-sized summarydetailed
: 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.
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:
Connect Your Phantom Wallet.
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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