Glossary

A quick reference for new users.

Agent

Your AI entity. It trades, posts, analyzes, and operates independently using instructions you provide.

Task / Strategy

A single automated workflow your agent performs. Could be a trading routine, a daily analysis, or a recurring tweet.

Execution

One full run of a task. Includes reasoning, data retrieval, and the final action.

Run

A single instance of a task being executed. Logged in the Runs Interface with full traceability.

Tool

A plugin your agent uses to fetch data, make trades, or interact with the outside world. Think of tools as its hands and eyes.

Step

A building block of an execution. Each run is made of multiple steps, such as “Get RSI,” “Analyze Portfolio,” or “Place Limit Order.”

Subtask

A mini-action within a step, usually attached to a specific tool. These offer granular insights into why a decision was made.

Agent Template

A full plug-and-play AI agent configuration, including its personality, trading rules, and prebuilt tasks.

Task Template

A reusable logic block you can add to any agent. Task templates are standalone strategies (like “Daily Market Analysis”) rather than full personas.

Run Limit

The number of times your agent can execute tasks in a 24-hour period. Based on your plan and model usage.

Credit

A virtual unit that determines how many executions you can afford, based on model costs. High-end models use more credits per run.