AI Agent

Natural language workflow generation and intelligent assistant

AI Agent

B3OS includes a built-in AI agent that turns natural language into fully functional workflows. Instead of manually wiring nodes together, describe what you want and the agent builds it for you.

What It Does

The agent operates in three modes:

Generate

Describe an automation in plain English and get a complete workflow with triggers, actions, and connections.

Modify

Ask the agent to change an existing workflow. It applies targeted patches instead of regenerating everything, preserving your customizations.

Chat

Ask questions about your workflows, available actions, blockchain concepts, or how to wire things together.

How It Works

You describe what you want

Type a message like "Send me a Slack alert whenever ETH drops below $2,000" or "Create a weekly portfolio rebalancer for my Morpho positions."

The agent plans and builds

The agent searches available actions and triggers, resolves schemas, fetches any needed on-chain data, and assembles a valid workflow definition.

You review and deploy

The generated workflow appears in the canvas editor. Review the nodes, tweak any parameters, and publish when ready.

17+ Specialized Tools

The agent has access to real-time data and platform knowledge to build accurate workflows.

| Tool | What it does | |------|-------------| | Action search | Browse 280+ actions across 21 providers | | Schema resolution | Look up input/output schemas for any action | | ABI fetcher | Fetch on-chain contract ABIs for EVM interactions | | Template browser | Search pre-built workflow templates | | Trigger lookup | Find the right trigger type for any use case |

| Tool | What it does | |------|-------------| | Token prices | Live prices from CoinGecko and exchanges | | Wallet balances | Check balances across chains | | DeFi positions | Current lending/LP positions and yields | | Yield optimization | Compare APYs across protocols | | Prediction markets | Polymarket odds and orderbook data |

| Tool | What it does | |------|-------------| | Org documents | Semantic search across uploaded docs | | Google Sheets | Read spreadsheet data for context | | Web search | Look up current information | | Analytics queries | Discover and run Dune queries | | Existing workflows | Reference your org's workflow patterns |

Knowledge Sources

The agent uses a 3-layer retrieval system to generate accurate, context-aware workflows:

Layer 1: AI Profile

Static system context including B3OS feature documentation, action/trigger specifications, and platform capabilities.

Layer 2: Org Knowledge

Semantic search over your organization's uploaded documents and notes using pgvector embeddings. The agent understands your team's specific context.

Layer 3: Recipe Index

Fuzzy matching against a library of workflow patterns and common automation recipes. Helps the agent suggest proven configurations.

Model Architecture

The agent routes to different models depending on the task:

TaskModelWhy
Workflow generation and tool-callingGPT via OpenRouterBest tool-calling and structured output
Conversation memory extractionClaude HaikuFast, accurate summarization
Cost-optimized fallbackNvidia NemotronFree-tier backup for simple queries
Vision (screenshot analysis)Claude SonnetStrong image understanding

Info
No single vendor lock-in. Model routing is transparent and can be switched at the deployment level.

Streaming and Sessions

Responses stream in real-time via SSE (Server-Sent Events). You see the agent's thinking and output as it generates, not after.

Long conversations are automatically summarized to preserve key context without hitting token limits. The agent remembers what you discussed earlier in the session.

Chat sessions persist across page reloads. You can pick up where you left off or start a new session for a different task.

Attach screenshots of dashboards, charts, or interfaces. The agent processes images and incorporates visual context into workflow generation.

Smart Generation

Schema Validation

Generated workflows are validated against action schemas. If something is invalid, the agent auto-repairs it before showing you the result.

Incremental Patches

When modifying existing workflows, the agent applies surgical JSON patches instead of regenerating from scratch. Your manual tweaks stay intact.

Org-aware

The agent knows your organization's connectors, wallets, existing workflows, and uploaded documents. It generates workflows that work with your setup.

Multi-model

The agent routes to the best model for each task. No single vendor lock-in. Model selection is transparent and optimized for quality and cost.

Tip
The AI agent is available directly in the workflow editor. Click the chat icon to start a conversation.

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