# Set Up First Bot

Here you’ll find step-by-step guides for getting started with bots.

{% stepper %}
{% step %}

### **Open the Bots tab**

* In the top menu, select the Bots tab. This page shows any existing bots.
* Click the + Add Bot button in the top-right corner.

<figure><img src="/files/YyvvPG93GtAKOCaxDX2W" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Provide bot information**

* Fill in the basic bot details:

*Bot name: Name your bot (e.g., Spot\_trading or Futures\_trading).*

*Account: Choose the exchange account the bot will operate on.*

*Coins: Select the trading pair.*

<figure><img src="/files/FP7DRLHcUCAI32LWEMiq" alt=""><figcaption></figcaption></figure>

* For the futures bot, two extra fields are required:

*Margin mode: Choose Cross (shares margin across all positions in the account) or Isolated (margin is allocated to a single position only).*

*Leverage: Select the leverage level. Higher leverage increases potential profits and risk.*

<figure><img src="/files/DW4P9GEt8m9afTuVT6SQ" alt=""><figcaption></figcaption></figure>

* Click Create Bot to proceed.
  {% endstep %}

{% step %}

### **Select a preset**

* Click Import Preset.

<figure><img src="/files/H98hUCHahvoMOmJSyvpr" alt=""><figcaption></figcaption></figure>

* Choose a preset from the pop-up window.

<figure><img src="/files/qdD1maVn6eC0vuyNF2FQ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Review and import the preset**

* Depending on the preset, you may see parameters to review. Some presets show no parameters. Both scenarios are expected.

<figure><img src="/files/del2DGV0WqK4TkwNN6Bw" alt=""><figcaption></figcaption></figure>

* Click Import to load the configuration.
* The preset values fill the bot input form automatically. Modify them if needed, then click Import once again to finalize.

<figure><img src="/files/9XqCsv4lAwg5I1MtgYbr" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Activate your bot and start receiving data**

* Navigate to the Bots tab.

<figure><img src="/files/W3iXKGmobtclJoe9Q5Wq" alt=""><figcaption></figcaption></figure>

* Find your newly created bot.
* Click the power icon to switch the bot on.

<figure><img src="/files/QkesKWdzlnTydC5hu3gg" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

Your bot is now active and receiving live data.&#x20;

**Great job!**

With your first project created, your account connected, and your bot running a simple grid strategy, you’re all set for the next steps. Now, let’s explore how to build more sophisticated bots and tailor advanced strategies.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.origami.tech/user-guide/set-up-first-bot.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.