Setup & Configuration

Setting up Smart Events requires creating both the trigger conditions and the workflows that respond to them. This section covers the complete setup process for both creation methods.

Method 1: Agent Builder Setup

Step 1: Create Smart Event Template

1. Navigate to Agent Builder → Strategy Tab

2. Click "Create Smart Event Template"

3. Select your event type from available options

4. Configure the template parameters

Step 2: Configure Event Parameters

For Market Events:

• Condition Field: Enter your trigger condition in natural language

• Example: "ETH price reaches $1,700 AND volume increases by 20%"

• Action Field: Define what should happen when triggered

• Example: "Sell 50% of ETH holdings for USDC"

For Repeating Events:

• Frequency: Set interval in minutes

• Schedule: Define specific timing patterns

• Action: Specify recurring actions

For Social Events:

• Platform: Currently supports X (Twitter)

• Criteria: Define post monitoring parameters

• Response: Set automated responses or actions

Step 3: Create Workflow with trigger "Smart Event"

Every fired Smart Event will trigger a workflow with trigger "Smart Event"

1. In Agent Builder, create a new workflow

2. Set Trigger Type to "Smart Event"

3. In the workflow logic, define how to handle the passed context from the smart event.

4. Add necessary plugins for execution (trading, notifications, etc.)

Step 4: Template Testing and Activation

1. Test the Template: Use the test function to verify conditions

2. Save Template: Make it available for user activation

3. Activate for Testing: Create a personal active smart event to validate

Method 2: Plugin Setup

Step 1: Add Smart Events Plugin

1. In your workflow, add the Smart Events Plugin

2. Configure plugin permissions and access levels

3. Set up error handling for plugin operations

Step 2: Create Dynamic Smart Event Workflow

Design workflows that can create smart events programmatically:

Workflow Structure:
1. Trigger: User input or another smart event
2. Logic: Determine smart event parameters
3. Plugin Action: Create smart event using plugin
4. Confirmation: Notify user of smart event creation

Step 3: User Instruction Integration

Add clear instructions in your workflow for when the plugin should create smart events:

Example Instructions:

• "Create a smart event when user mentions price targets"

• "Set up automatic smart events for portfolio rebalancing"

• "Allow users to create custom trading triggers through conversation"

Workflow Integration Best Practices

Context Handling

When smart events trigger your workflows, they automatically pass:

• Event Details: What condition was met

• User Context: Which user's smart event fired

• Action Instructions: Specific actions to take

Design your workflows to handle this context appropriately:

Workflow Logic:
1. Receive smart event trigger
2. Parse event context and action instructions
3. Validate user permissions and balances
4. Execute trading or automation actions
5. Create follow-up smart events if needed (for loops)
6. Provide user feedback