# Personalize & Start Agent

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. 

<figure><img src="/files/gg34EpUyqUvqh6dXXCOO" alt=""><figcaption></figcaption></figure>

***

#### 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.**&#x20;
4. Review your selections and click **Confirm.**&#x20;

<figure><img src="/files/bex3SkVnyPBAr7eG6jrS" alt=""><figcaption></figcaption></figure>

***

#### 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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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.sail.money/usesail/getting-started/personalize-and-start-agent.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.