Personalize & Start Agent

After your first deposit, you’ll choose how your agent runs: start with default permissions or personalize your own.

On this screen, you can review:

  • Your Balance Tier

  • Your Deposited Balance (if any)

  • Your two options: click Personalize to customize your agent, or click Start to continue with the default permissions.


1. Start with default permissions

If you want the standard setup for your tier:

  1. Click Start.

  2. Sign the requested permissions and approvals.

  3. Keep the window open until signing finishes.


2. Personalize your agent

If you want more control, you can customize what the agent is allowed to do. You can also update these settings later from inside the app.

  1. Click Personalize.

  2. Select your:

    • Networks

    • Stablecoins

    • Yield sources (vaults and protocols)

    • Actions (swap, bridge, claim rewards)

  3. Use filters to narrow permissions by curator, protocol, or actions.

  4. Review your selections and click Confirm.


Important

After starting, you’ll see a warning:

  • Don’t close or refresh this window until it is done

Once signing finishes, your agent is ready and onboarding is complete.

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