Agents
Agents are the core of JoAi. They are next-generation AI assistants that understand natural language, use powerful skills, manage Web3 digital wallets, and connect to services. Each agent comes with built-in capabilities for web search, PDF analysis, image understanding, voice conversations, reminders, and blockchain interactions across Sui, Solana, Ethereum, Base, MultiversX, and EVM chains.
Agent Modes
Agents operate in three modes:
- Local Mode - Runs on your device
- Cloud Mode - Runs on JoAi servers (always available, recommended)
- External Mode - Runs on external infrastructure
Creating Agents
From Blueprints (Recommended)
- Navigate to Blueprints page
- Browse available blueprints
- Click on a blueprint to see details (features, required wallets, shortcuts)
- Click "Create Agent now"
- Enter agent name
- Agent is created with all blueprint configurations
From Scratch
- Go to Agents section
- Click "Create Agent"
- Fill in:
- Name and description
- Avatar (optional)
- Mode (Local/Cloud/External)
- Character/personality (optional)
- After creation, configure wallets, integrations, and settings
Agent Settings
Access via Agents > Settings or agent settings button.
General Settings
- Name & Description - Update agent information
- Avatar - Change visual representation
- Mode - Switch between Local/Cloud/External
- Character - Customize personality traits
- Password - Set agent password protection
Auto Mode
Agent responses always pass through a delivery action selected for the current room or provider. With Auto Mode enabled, the action executes immediately; with Auto Mode disabled, the response remains editable and waits for approval before delivery.
Proposed actions queue up in the pending actions banner. Open it to review them one at a time — each card carries a short description of what the action will do, and you can step through the queue with the arrow buttons (or the left/right arrow keys) before approving, always approving, or declining. Older proposals are shown first so you can work through them in the order they were made.
Always Approve opens a short trust sheet so you can scope the rule: the entire action, only when a specific field matches (for example a contact property key), or a custom set of pinned fields. Future runs that match the rule skip the approval card. Choosing entire trust replaces any scoped rules for that action; choosing a scoped rule while entire trust exists can replace it. Manage or revoke these rules under Agent Settings → Identity → Trusted actions. Social chat cards only offer Approve / Reject — use the app for scoped Always Approve.
Actions that only run in the desktop app (for example CLI commands like WhatsApp Personal) show a desktop-download hint instead of an approve button, with Skip to move on to the next one.
Knowledge Base
Upload documents that agents can reference to improve their context and responses. See Knowledge Base for detailed information.
Shortcuts
Create quick actions for frequently used workflows. See Shortcuts for detailed information.
Tasks
Set up automated, recurring tasks. See Tasks for detailed information.
Alerts
Configure notifications for important events. See Alerts for detailed information.
Cards
Add quick access information cards that appear in the agent interface:
- Create cards with important information
- Cards provide quick reference without searching
MCP Access
Each agent can be connected to external AI applications (ChatGPT, Claude, Cursor, and others) via the Model Context Protocol (MCP). Setup: MCP integration. When connected, those applications can invoke your agent's Warps as tools.
MCP tool calls consume credits from your plan's monthly allowance. See MCP Credits & Usage for plan limits and overage pricing.
Which tools appear depends on which native apps are installed on the team (Shop, Contacts, Forms, …).