# Onboarding Checklist, Advanced Filtering, and Ask AI Chat Management

*Insights to help you learn, build, and scale onchain.*

By [Onchain Growth Insights by Formo](https://paragraph.com/@getformo), 2026-03-15

defi, web3

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_March 16, 2026_

gm, builders! 👋 Here’s your roundup of this week’s onchain insights.

### **Highlights:**

*   What’s New: Onboarding Checklist
    

*   What’s New: Advanced Filtering
    

*   What’s New: Ask AI Chat Management
    

*   What’s New: ERC-8004 AI Agent Labels for Wallet Profiles
    

*   The Complete Evolution of Decentralized Finance
    

*   How Crypto Works Book
    

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### **What’s New: Project Onboarding Checklist**

There’s now a guided onboarding checklist in the left sidebar that walks you through Formo’s key features, including installing Formo, adding a contract for transaction decoding, creating user segments, building charts, and using Ask AI.

![](https://storage.googleapis.com/papyrus_images/09522d43a9b03ec750788360e6bb1c7e7c71d9d2ec17022d8ba26c53de14bca6.jpg)

[Learn more](https://formo.so/changelog/onboarding-checklist-advanced-filtering-ask-ai-chat-management)

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### **What’s New: Advanced Filtering for Users & Activity**

The Users and Activity pages now support advanced filter operators, including negation (IS NOT) and multi-value selection (IS ONE OF).

**Also added**: click-to-modify support for Activity page filters, so you can adjust values inline without reopening the filter panel.

![](https://storage.googleapis.com/papyrus_images/9031717c9027f193d1449b18fdbd058bfc212990775eb1b894bc0da738d2bd5c.jpg)

![](https://storage.googleapis.com/papyrus_images/bfbcce6377fccb186ca1e83c1b1542ebd8697b04582aa98f416bb5d0f38c96fb.jpg)

![](https://storage.googleapis.com/papyrus_images/13089cb25645f8c785bee37cb129ce30a9ade81da04462f9ebbb609cf7cdfa0d.jpg)

[Learn more](https://formo.so/changelog/onboarding-checklist-advanced-filtering-ask-ai-chat-management)

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### **What’s New: ERC-8004 AI Agent Labels for Wallet Profiles**

Wallet profiles now automatically detect and label wallets registered as ERC-8004 AI Agents. As agent-driven transactions grow, Formo checks against the ERC-8004 Agent Registry so you can track and segment AI agent activity across your project.

[Learn more](https://formo.so/changelog/onboarding-checklist-advanced-filtering-ask-ai-chat-management)

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### **What’s New: Ask AI Chat Management**

You can now rename and delete your Ask AI chat conversations. Give chats meaningful names to find past conversations quickly, and clean up old chats you no longer need.

![](https://storage.googleapis.com/papyrus_images/3721ccfd9fbc9142b5164732fd5fd86635a77ca13e94f56034ad962fdb90d442.jpg)

[Learn more](https://formo.so/changelog/onboarding-checklist-advanced-filtering-ask-ai-chat-management)

* * *

### **Reading List**

*   The Complete Evolution of Decentralized Finance by _G_. [Link](https://x.com/smartestxyz/status/2030612935735701607)
    

*   How Crypto Works Book by _LawMaster10_. [Link](https://github.com/lawmaster10/howcryptoworksbook)

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*Originally published on [Onchain Growth Insights by Formo](https://paragraph.com/@getformo/onboarding-checklist-advanced-filtering-and-ask-ai-chat-management)*