Deploy an Agent
This guide covers the current primary operating path in Orien AI: deploying a Pipeline Agent on top of the shared trading core.
The goal is not only to launch a runtime, but to launch one that can be understood, monitored, and adjusted after deployment.
Pipeline agent lifecycle
Deployment is only the first step. The operational loop starts before go-live and continues after each cycle.
Select a Skill and confirm supported markets
Set parameters, secrets, and execution mode
Validate assumptions before live risk
Create runtime and start the execution loop
Inspect decisions, trades, positions, and failures
Before you start
Before you create an agent, confirm four things:
- you have selected a Skill that matches the market you want to trade
- the required secrets or exchange credentials are available
- you know whether the first run should be
Paper,Backtest, orLive - you have a clear first-pass risk configuration
If any of these are missing, deployment usually succeeds technically but fails operationally.
1. Choose a Skill
Navigate to the Skills Market and select the strategy package you want to run.
The Skill defines the operating contract for the agent:
- supported pairs or markets
- expected runtime parameters
- strategy logic and tool dependencies
- the runtime phases that participate in each cycle
If the Skill is unclear about markets, runtime parameters, or execution assumptions, stop there and resolve that ambiguity before deploying.
2. Configure the runtime
Basic information
| Field | Purpose |
|---|---|
| Name | The operator-facing name for the runtime |
| Description | An optional note about intent, experiment scope, or ownership |
| Visibility | Whether the agent is private or visible to other users |
Market and pair selection
Choose one of the pairs supported by the Skill, or enter a custom pair when the Skill allows it.
Good practice here is simple: match the pair to the strategy package, not to operator preference. A mismatch between strategy assumptions and market selection is one of the most common causes of poor results.
Trading mode
| Mode | When to use it |
|---|---|
| Paper | You want to validate runtime behavior without taking market risk |
| Backtest | You want to replay historical data before current deployment |
| Live | You have already validated the strategy and are ready for real execution |
Runtime parameters
Typical parameters include:
- Cycle interval for how often the agent runs
- Signal threshold for how much confidence is required before action
- LLM model when the Skill contains model-assisted reasoning steps
Start with the Skill author’s defaults when they exist. Change one parameter at a time when tuning behavior.
3. Set risk boundaries
Risk controls are part of the runtime contract, not an optional layer added after the strategy is written.
At minimum, review:
- position limits
- leverage limits
- drawdown limits
- stop loss and take profit settings
- trade frequency constraints
See Risk Controls for the full model.
4. Run a backtest first
If the strategy is new, modified, or unfamiliar, run a backtest before live deployment.
Backtesting helps you answer four basic questions:
- does the strategy produce signals in the expected market conditions
- do the risk limits block actions that should remain valid
- are trade frequency and sizing consistent with the intended style
- is the agent behavior understandable enough to monitor after launch
Backtesting does not remove live risk. It reduces avoidable ambiguity before the first live cycle.
5. Deploy to paper or live
When you deploy, the platform will:
- create the runtime record
- provision the execution environment
- download and load the Skill package
- initialize the trading runtime
- start the cycle loop or backtest replay
For a first deployment, Paper is usually the correct starting point even if the long-term goal is live trading.
6. Monitor the first cycles
Deployment is only the beginning. The first few cycles tell you whether the runtime is behaving the way the strategy description suggested.
Inspect:
- cycle decisions
- trade execution results
- positions and exposure
- backtest outputs when applicable
- runtime health and failure states
Common failure cases
| Failure case | Typical cause | What to check |
|---|---|---|
| No signals produced | Threshold too high or market mismatch | Skill assumptions, parameters, market selection |
| Deployment succeeds but runtime fails | Missing secret or dependency | runtime logs, secrets, tool bindings |
| Trades blocked unexpectedly | Risk configuration too restrictive | leverage, position, and frequency limits |
| Live behavior diverges from expectation | Backtest assumptions were weak | market regime, parameter drift, execution timing |