Automation & AI Agents
Set it and forget it. Deploy intelligent AI agents that monitor rates 24/7 and automatically switch your positions to maximize returns or minimize costs.
🤖 What is Automation?
AI-powered agents that work tirelessly to optimize your DeFi positions while you sleep, work, or enjoy life.
How It Works
You Deploy an Agent - Set your preferences and rules
Agent Monitors Rates - Checks every lending protocol 24/7 for the best borrowing rates
Agent Finds Better Rates - Compares against your positions
Agent Executes Switches - Automatically migrates your positions to the best borrow rates so you save on interest
You Save Money - Without lifting a finger
Why Use Automation?
The Problem with Manual Management
Manual position management is exhausting:
⏰ Time-consuming - Checking rates multiple times daily
😴 You sleep - Rates change while you're offline
📉 You miss opportunities - Best rates don't wait for you
🧠 Mental load - Constant worry about missing better rates
The Automation Solution
Agents never sleep:
✅ 24/7 Monitoring - Always watching, always ready
✅ Instant Action - Execute switches within minutes
✅ No Emotions - Purely data-driven decisions
✅ Peace of Mind - Stop worrying, start earning
Automation
🎯 Rate Optimizer Agent
Best for: Maximizing lending returns or minimizing borrowing costs
What it does:
Monitors your position's current rate
Compares with all other protocols
Switches when finds a better rate
Accounts for gas fees automatically
Example Configuration:
Typical Results:
Saves $100-200/year per $10k position
Executes 5-15 switches per month
Net savings after gas: 95%+
Setting Up Your First Agent
Step 1: Deploy Agent
Go to Automation tab in dashboard
Click "Deploy New Agent"
Select agent type (Rate Optimizer recommended for beginners)
Step 2: Configure Settings
Basic Settings:
Position to Optimize - Select from your positions
Minimum Rate Difference - How much better (e.g., 0.5%)
Allowed Protocols - Which protocols to use
Maximum Gas Fee - Upper limit for transaction costs
Advanced Settings:
Notifications - Get alerts for switches
Step 3: Fund and Activate
Approve Agent - One-time approval for position access
Fund Gas Reserve - Optional gas buffer
Activate Agent - Start monitoring
Monitor Performance - Check dashboard regularly
Agent Management
Monitoring Your Agents
Dashboard View:
Agent status (Active, Paused, Error)
Last check timestamp
Recent switches
Total savings
Next scheduled check
Activity Log:
All proposed switches
Executed transactions
Savings calculations
Gas costs
Success/failure status
Adjusting Agent Settings
You can modify anytime:
Rate thresholds
Allowed protocols
Gas limits
Notification preferences
When to Adjust:
Gas fees are consistently high
Too many/too few switches
Market conditions change
Your risk tolerance changes
Pausing or Stopping Agents
Pause Agent:
Temporarily stop monitoring
Keep settings intact
Resume anytime
Stop Agent:
Permanently deactivate
Remove approvals
Free up gas reserve
When to Pause:
High gas fee periods
Major protocol upgrades
Market volatility
Personal preference
Advanced Features
Multi-Agent Strategies
Run multiple agents for different purposes:
Example Setup:
Benefits:
Different strategies per asset
Risk diversification
Optimized for each position
Custom Rules Engine
Create custom automation rules:
Time-Based Rules:
Only switch during low gas hours
Avoid weekends
Prefer certain times of day
Conditional Rules:
If gas < $5, then min diff 0.3%
If gas > $10, then min diff 1.0%
If TVL < $100M, skip protocol
Compound Rules:
Switch to Aave if rate > 5% AND gas < $8
Use Morpho if Aave is full
Prioritize by security score + rate
Understanding Agent Performance
Key Metrics
Gross Savings:
Total additional earnings from better rates
Before gas costs
Net Savings:
Total savings after gas costs
Your actual profit
ROI (Return on Investment):
Net savings / Position size
Annualized percentage
Efficiency Score:
Net savings / Gross savings
Higher is better (less gas waste)
Performance Example
Safety & Security
How Agents Are Secure
Non-Custodial:
Agents never hold your funds
All funds stay in protocols
You maintain full ownership
Limited Permissions:
Can only switch between approved protocols
Cannot withdraw to other addresses
Cannot change your positions beyond switching
Safe Module (Optional):
Additional approval layer
Multi-signature capability
Emergency pause function
Best Security Practices
✅ Start Small:
Test with smaller positions first
Verify agent works as expected
Scale up gradually
✅ Use Safe Module:
Enable for large positions
Adds approval requirement
Extra peace of mind
✅ Monitor Regularly:
Check dashboard daily
Review all switches
Pause if anything seems wrong
✅ Keep Gas Reserve:
Ensure enough ETH for switches
Agent may pause if insufficient
Monitor and refill
Troubleshooting
Agent Not Switching
Possible Reasons:
No better rates available
Rate improvement below threshold
Gas fees too high
Insufficient ETH for gas
Protocol liquidity issues
Solutions:
Lower rate threshold slightly
Increase gas limit
Add more ETH to wallet
Check agent logs for details
Unexpected Switches
Why it might happen:
Rates changed rapidly
Gas fees dropped suddenly
Your settings allow it
What to do:
Review agent settings
Adjust thresholds if needed
Check logs for reasoning
Contact support if confused
Agent Paused Automatically
Common Causes:
Insufficient gas
Protocol temporary issues
Safety mechanism triggered
Error in execution
Resolution:
Check notifications
Review error logs
Fix underlying issue
Reactivate when ready
Pricing
Agent Costs
Deployment: Free Monitoring: Free Execution: You pay gas only
What You Pay:
Standard blockchain gas fees
Protocol fees (normal DeFi fees)
No Ratehopper fees
Typical Costs:
Gas per switch: $0.01 to 0.10
Expected switches: 5-15/month
Expected savings: $100-200/year on $10K
Agent FAQ
Q: What if I want to withdraw while agent is active? A: You can withdraw anytime. Pause your agent first, then follow our Manual Withdrawals Guide to withdraw funds via your Safe wallet. For completely unwinding positions, see the Unwinding Positions Guide.
Q: Can I have multiple agents on one position? A: No, one agent per position to avoid conflicts.
Q: What happens if a protocol gets hacked? A: Agents only use well-audited protocols, but you should monitor your positions and maintain appropriate insurance/risk management.
Q: Can I see what the agent will do before it does it? A: Yes, with Safe Module enabled. You approve each switch.
Next Steps
Ready to automate?
Getting Started Guide - Learn how to deploy your first agent
Rate Comparison - Compare rates before automating
Join community - Share your results
Want maximum returns with minimum effort? Deploy an agent now →
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