Scheduling Tasks

Once your Cod3x agent is funded and your X account connected, it's time to set tasks and watch your agent come to life.

Begin by navigating to the Scheduler tab located on the left-hand side of your dashboard. You'll first encounter the List View, which displays all your scheduled tasks clearly. If you prefer a calendar-based layout, you can easily switch to the Calendar View. Here, you'll also see your agent's daily, weekly, and one-time task limits. Currently, each execution, or "Run," is limited to 100 per 24 hours.

To set up new tasks, head to the right side of the Scheduler tab, where you'll find two main options: Templates or New Task.

Templates

Clicking on Templates in your Scheduler tab now opens a dropdown with three distinct options: Goals, Agents, and Create Agent Template. Each one is designed to help you either jumpstart your agent or streamline the scheduling process using pre-made logic and configurations.

Selecting Goals will bring up a curated list of pre-configured task templates crafted by the Cod3x team. These templates are categorized into Trading, Research, Social, and Hybrid types, allowing you to quickly filter based on the kind of outcome you’re aiming for. For example, if you want your agent to hunt for technical setups, choose from the Trading tab. If you're trying to build influence or engage in conversation on X, head to the Social section.

Clicking on any goal template will expand it to reveal more information. You’ll see the core prompt that drives the task, its default schedule, difficulty level, and which tools it relies on to complete the job. When you're ready, clicking Use Template will automatically add that goal to your Scheduler, where you can then adjust it just like any manually created task.

Beyond individual goals, you can now select full Agent Templates. These are pre-built agents that come equipped with everything—from personality, trading style and social engagement, to a bundle of predefined goals. When selecting an Agent Template, you’ll be presented with a full preview including the agent's bio, strategy description, and the goals that come with it. These templates are also sorted by category and difficulty, so you can quickly scan for beginner-friendly setups or more advanced Agent.

Once you’ve chosen an Agent Template, you’ll be asked how you’d like to apply it. You can either create an entirely new agent based on the template, inject the new goals into your current agent without changing its core personality, or overwrite your agent’s current goals while keeping its base configuration intact. This level of flexibility allows you to adopt as much or as little from the template as you'd like.

Lastly, if you’ve built an agent that you want to reuse later—or simply share across accounts—you can create your own custom template. Clicking on + Create Agent Template allows you to take a snapshot of your current agent’s configuration, including its personality, strategies, and goals. You’ll then be prompted to give it a name, choose an icon, and assign a color for easy reference. Once saved, your new template will appear in the Simple Creation section whenever you’re spawning a new agent.

While these templates offer a fast way to get started, it’s important to remember that every user’s needs are unique. Each one can be edited, extended, or tweaked to match your own objectives and tone.

Note: These templates are built and vetted by the Cod3x team as high-quality starting points, but you're always encouraged to evolve them based on your own trading style or social voice.

Creating Tasks from Scratch

If you prefer full control over your agent’s behavior, you can click the New Task button to start from a blank slate. This option allows you to define every aspect of your goal from the ground up—including its name, intent, schedule, and the tools your agent will use to complete it.

The first step is to choose the goal type, which helps the underlying AI understand the context of your task. For example, selecting Trading will automatically pass token-related information to your agent, like what tokens it can access and how they’re allocated. If you select Social, these trading details are excluded entirely. This distinction is important—it ensures your agent runs more efficiently by only processing the relevant data.

Next, you’ll give your task a Title. This is simply for your own reference and won’t affect how your agent behaves.

Then comes the most important part: the Description. This is where you explain, in your own words, what you want your agent to do. A good description provides specific context and actionable instructions that fit within your agent’s broader trading or social strategy. Your agent will automatically reference its style and personality while interpreting the task, but the more clear and detailed you are, the better the performance will be.

Instead of just saying “buy Bitcoin” for example, try expanding your thinking to include steps that involve decision-making. IE. you might ask your agent to:

Get the latest technical indicators for Bitcoin

Assess how they line up with your strategy

Identify strong entry points based on that alignment

Generate proposed trades

Evaluate if those trades match your risk profile

And finally, execute the orders if everything checks out

Framing your instructions this way helps the agent “think before acting,” making it far more intelligent in how it handles the task. It can propose an idea, evaluate whether that idea is solid, and then act on it—just like you would.

Once your description is entered, the Cod3x system will generate a dynamic execution plan. This plan includes a high-level goal, broken down into tasks, and each task includes its own success criteria. From there, your agent will generate more specific subtasks, often tied directly to individual tools. These are smaller, more focused actions that chain together to complete the full workflow.

Ultimately, the level of control you have in this flow means your task can be as broad or as precise as you need. And because the AI builds everything around the context you give it, your description plays a powerful role in shaping how the agent interprets and executes each goal.

Managing and Testing Your Tasks

Clicking on any task in your scheduler opens a detailed view of your goal, allowing you to adjust or fine-tune goal configurations, edit your schedule, pause or delete goals, duplicate your goals, edit your tools, configure input sources and output destinations or initiate an immediate test run. Note that testing a goal instantly triggers its full execution and consumes available runs.

To review task performance or troubleshoot issues, use the History button within the task details. For deeper insights on reviewing and debugging your agent's activities, refer to the dedicated "Debugging Your Agent" module.