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New Agent Configuration Wizard

Configure Agent Skills And Capabilities In NexaEra

"Your agent is only as capable as the skills you give it. This is where you turn a simple chatbot into a real workhorse — one that can send emails, take phone calls, process payments, scrape leads, and even generate video. In this walkthrough, I'll show you how to open the Skills tab, validate your setup, and switch on exactly the capabilities your agent needs."

Written By Fred Yalmeh

Last updated About 2 months ago

Go to www.nexaera.com

1. Introduction

"Here's what you'll be able to do by the end: open any agent's Skills tab, run a quick validator, and enable the tools it needs across every category — from browser automation and telephony to e-commerce and custom community skills. Let's get into it."

Introduction

2. Access All Agents Section

"Start by clicking 'All Agents' in the left menu. This opens the list of every agent in your workspace, ready for you to pick one to configure."

Access All Agents Section

3. Open Support & Refunds Assistant

"Click the agent you want to customize — in this case, the Support & Refunds Assistant. If you don't have one yet, you can build a new agent instead. Either way, this opens its full editor."

Open Support & Refunds Assistant

4. Navigate to Skills Tab

"Along the top of the agent, click the 'Skills' tab. This is your control center for every tool and capability your agent can use — organized into neat categories you'll work through one at a time."

Navigate to Skills Tab

5. Run Skill Validator

"Before turning things on, let's make sure your keys are in order. At the top, find the 'API key resolution validator' and click 'Run validator.' It checks every model, voice, and tool against your workspace and flags anything that's missing or unverified."

Run Skill Validator

6. Add Skill to Vault

"The validator shows what's resolved and what still needs attention. For anything marked 'Unverified' — like a voice or search provider — click 'Add to vault' to securely store its key. Your keys are encrypted and reused across your agents, so you only set them once."

Add Skill to Vault

7. Enable Video Generation Tool

"Scroll to 'Generative Video — Veo 3.1.' If you want your agent to create videos on demand, click 'Enable Video Generation skill.' Just add your Google AI Studio key, and your agent can generate short clips right inside a conversation."

Enable Video Generation Tool

8. View Additional Capabilities

"Next, look at the 'Capabilities & Requirements' box. This gives you a live summary of which skills are active and confirms that every enabled skill has its required provider connected. It's your quick health check as you build."

View Additional Capabilities

9. Open Skill Registry

"Now scroll to the 'Skill Registry.' This is the heart of the Skills tab — a full menu of tools grouped by category. Toggling a skill on here injects that real tool into your agent's function-calling, so it can actually use it in conversations."

Open Skill Registry

10. Enable First Skill Option

"First category up: Browser Automation. Flip the toggle on the 'Browser Agent' to let your agent navigate websites, fill forms, and complete tasks like a human. You can also enable Playwright Automation for precise scraping, screenshots, and PDFs."

Enable First Skill Option

11. Activate Sales Funnel Builder

"Next, find the 'Funnel Builder' and toggle it on. This lets your agent build complete sales funnels in GoHighLevel or ClickFunnels through live browser automation — landing pages, branding, and all, from templates like Webinar or Lead Magnet."

Activate Sales Funnel Builder

12. Enable Additional Sales Funnel Option

"Now scroll to 'Integration Skills.' This is where you connect the everyday apps — Slack, Email, Google Calendar, Outlook, Gmail, even Zillow lookups. Toggle on the ones your agent needs. A few say 'Connect First,' meaning you'll link that account before the skill goes live."

Enable Additional Sales Funnel Option

13. Access Payment Processing Settings

"Want your agent to sell and handle refunds? Find 'Payment Processing' and toggle it on. Powered by Stripe, it lets your agent create payment links, check payment status, and process refunds — with owner approval required for anything over your thresholds."

Access Payment Processing Settings

14. Open Telephony Skills

"Scroll to 'Telephony Skills.' Toggle on 'Outbound Calls via Vapi' to let your agent make autonomous phone calls — it dials the number, runs the conversation, and returns a transcript. You can also enable Bland.ai as an alternative. Just add your key under Integrations."

Open Telephony Skills

15. Enable Second Telephony Option

"Next is the 'Meeting Agent.' Turn this on and your agent can join Zoom or Google Meet calls to record, transcribe, and summarize them automatically. It's powered by MeetingBaaS, and your free trial key works with no platform limits."

Enable Second Telephony Option

16. Enable Third Telephony Option

"Now find 'Avatar & Video.' Toggle on 'HeyGen Video Generation' to let your agent create AI avatar videos from a prompt — it generates the video, then polls for the final URL. Great for personalized outreach and async messages."

Enable Third Telephony Option

17. Enable Fourth Telephony Option

"Scroll to 'Productivity & Communication.' Here you'll toggle on tools like Google Sheets, Notion, WhatsApp Outbound, and Airtable — perfect for logging data, updating records, and reaching out proactively. Enable whichever ones fit your workflow."

Enable Fourth Telephony Option

18. Access E-commerce & Data Skills

"Next up, 'E-commerce & Data.' Toggle on 'Shopify' to let your agent list products, orders, and customers, or 'Database Query' for read-only SQL lookups. Just add your Shopify credentials under Integrations to activate them."

Access E-commerce & Data Skills

19. Enable Third E-commerce Option

"Now find 'Files & Social Media.' Turn on 'File Generation' so your agent can create CSV and PDF files — think reports and invoices — and 'Social Media' to let it post directly to X and LinkedIn from a conversation."

Enable Third E-commerce Option

20. Enable Second LLM Option

"Scroll to 'Social Scraper & Lead Generation.' Toggle this on and your agent can scrape Instagram, Facebook, TikTok, YouTube, and Google Maps for profiles, posts, and business leads — complete with contact info. It's powered by Apify, so add your Apify token to enable it."

Enable Second LLM Option

21. Enable Third LLM Option

"Next, find 'YouTube Competitor Analysis.' Turning this on lets your agent scrape competitor channels — videos, transcripts, and comments — then run an AI content-gap analysis to spot untapped topics and audience demand."

Enable Third LLM Option

22. Open OpenClaw Community Skills

"Now let's tap into the community. Scroll to 'OpenClaw Community Skills' and click 'Browse & Import Skills.' This lets you import ready-made skills — like a Web Research Analyst — that get auto-mapped to native tools for real execution."

Open OpenClaw Community Skills

23. Enable Second Custom Skill Option

"Next is 'MCP Connector Skills.' Toggle on a connector like Notion to give your agent live, real-time access to external data sources. This is how you plug in tools beyond the built-in list."

Enable Second Custom Skill Option

24. Enable Third Custom Skill Option

"Finally, scroll to 'Built-in Skills' — the always-available essentials. Toggle on the ones you want, like Web Search, HTTP Requests, Summarize, Translate, Code Interpreter, or Data Analysis. These are the reliable core tools every agent can use."

Enable Third Custom Skill Option

25. Save Draft Changes

"As you work, NexaEra auto-saves your progress — you'll see a 'Draft saved' note at the bottom. Your changes are safe, but they're not live yet. That's the difference between a draft and a published update."

Save Draft Changes

26. Update Agent Configuration

"When everything's set, click the 'Update' button in the top right. This applies all your skill changes and pushes them live to your agent. Don't skip this step — it's what makes all your new capabilities real."

Update Agent Configuration

"And that's the full skills setup. You validated your keys and switched on capabilities across every category — video, payments, telephony, e-commerce, scraping, and more. Your agent is now genuinely powerful and ready to work. From here, explore more integrations or fine-tune any skill any time. Fantastic job."