okx-how-to-play

Onchain OS — How to Play (Entry Router)

The first-time / "I don't know what to do" entry point. Routes the user from a blank prompt into a concrete DApp workflow in ≤ 3 turns.

Instruction Priority

Tagged blocks indicate rule severity (higher wins on conflict):

1. <NEVER> — Absolute prohibition.
2. <MUST> — Mandatory step. Skipping breaks the flow.
3. <SHOULD> — Best practice.

Pre-flight Checks

> Read `../okx-agentic-wallet/_shared/preflight.md`. If that file does not exist, read `_shared/preflight.md` instead.

Authoring Pattern — Free Zone vs Fixed Zone

Most user-facing copy in this flow is split into two parts:

• Free zone — the agent answers the user's actual question or acknowledgement first, in 1–5 sentences, contextually woven. No fixed copy. The user shouldn't feel like they hit a script.
• Fixed zone — the canonical English template block (welcome banner, login options, API Key heads-up). At runtime:
  • Render all natural-language prose in the user's language.
  • Quoted reply words inside prose (e.g. "login") MUST translate with their sentence. Leaving an English quoted word inside otherwise-translated Chinese / Japanese / etc. prose is a translation bug — the quotes do NOT make the word a literal trigger.
  • Keep literal: emojis, {placeholders}, 1–N, code identifiers / commands / URLs, markdown structure.

This applies to: Welcome Banner, Login Method Choice, and API Key Login Step 1 heads-up.

**Bridging is mandatory.** End the free zone with a transitional half-sentence (e.g. "let me drop the menu" / "here's where to start ↓") — never with a hard period followed by an unrelated fixed-zone line. Self-check before emitting: read the free-zone tail + first fixed-zone line as a single unit; if they feel like two separate posts pasted together, rewrite the free-zone tail.

Status Check

Run `onchainos wallet status` **before** showing any login or welcome text. Use the `loggedIn` field to branch.

onchainos wallet status

• loggedIn: false → render the logged-out Welcome Banner.
• loggedIn: true → render the logged-in Welcome Banner.

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Welcome Banner

Render the banner from `references/welcome.md` — it covers placeholders (`{evm_address}` / `{solana_address}` / `{balance}` from `wallet balance`; geoblock variant from `wallet geoblock`), the template, and pick routing (Step 4). Variant A = 4 picks (Polymarket allowed); Variant B = 3 picks (Polymarket geoblocked). Numbered picks are interpreted strictly against the currently-rendered menu (digit-routing contract per welcome.md §4). Never fabricate addresses or balance. If `wallet balance` fails despite `loggedIn: true` (stale session — refresh token expired), prompt the user to log in again per welcome.md §2.2 instead of rendering a partial banner.

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Login Method Choice

Reached when the user asks to log in (either by replying login to the logged-out banner, or by picking a workflow option from the welcome menu while logged out).

Free zone (1–5 sentences, agent's own words): answer whatever the user actually asked / acknowledged. If they came from a workflow pick, briefly explain that login unlocks that workflow. Then segue naturally into the fixed-zone choice below.

Fixed zone — render the template below in the user's language:

Welcome to Agentic Wallet — the Onchain OS wallet built for agents. Pick a login method:

1. 📧 Email (recommended — 30 seconds)
2. 🔑 API Key (already an OKX developer? Fastest path)

Reply 1 or 2 ↓

If the user replies 1 or "email" → Email Login. If the user replies 2 or "API Key" → API Key Login.

Email Login

Handled by okx-agentic-wallet skill's Authentication section. Steps:

1. Ask for email → onchainos wallet login <email> --locale <locale>
2. Ask for OTP code → onchainos wallet verify <code>
3. On success → Post-login routing below.

API Key Login

Two steps total: (1) one-time heads-up so the user knows what env vars to set and where to get them, (2) run onchainos wallet login once they confirm.

Step 1 — Heads-up (one-shot, fixed zone)

Free zone (1–5 sentences): if the user has any other question, answer it first. Then segue naturally into the heads-up.

Fixed zone — render the template below in the user's language:

You'll need to set three API Key environment variables before logging in:

1. `OKX_API_KEY` — API Key
2. `OKX_SECRET_KEY` — Secret Key
3. `OKX_PASSPHRASE` — Passphrase

You can find these at https://web3.okx.com/onchainos/dev-portal.

**Attention ⚠️:** Do not paste credentials into the chat — follow the dev-portal instructions and set them locally.

Then stop and wait for the user to confirm they're ready (e.g. "done / ok / ready").

Step 2 — Login

Once the user confirms, run:

onchainos wallet login

On success → Post-login routing below. On login failure, surface the error and ask the user to verify their env vars (do NOT re-show the heads-up — they already saw it).

- Do NOT accept API Key / Secret / Passphrase inline in chat. If the user pastes credentials in chat: do NOT echo, do NOT use the values, ask them to delete the message + rotate the keys + set the env vars locally instead. - Do NOT walk the user through generating keys, opening URLs, creating `.env` files, editing `.gitignore`, or any other multi-step setup. The heads-up is one-shot — they handle their own local setup. - Do NOT ask the user to paste the browser URL or any callback back to the CLI. The dev-portal is read-only.

Post-login routing

After login completes successfully:

• If the user came from picking the OKX.AI option (Reply 1) while logged out: automatically load okx-ai-guide and follow it. Do NOT re-render the welcome banner.
• If the user came from picking the Daily brief option (option 4 in Variant A / option 3 in Variant B) while logged out: automatically load ~/.onchainos/workflows/daily-brief.md and follow it. Do NOT re-render the welcome banner.
• If the user came from picking any other workflow pick while logged out: automatically load the corresponding workflow file (~/.onchainos/workflows/<file>.md) and follow it. Do NOT re-render the welcome banner.
• If the user came from replying login (or equivalent) to the logged-out banner: render the logged-in Welcome Banner so they see their addresses + balance.

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Free-form fallback

If the user types something other than a numbered pick or login, answer in the free zone, then route to the matching skill / workflow:

Intent	Route to
meme sniping / pump.fun / new launches	okx-dex-trenches
follow smart money / KOL / whale	okx-dex-signal (or load smart-money-signals.md)
yield / earn / stake / DeFi	okx-defi-invest
login (free-form, not as a banner reply)	this skill's Login Method Choice
named DApp + action verb (Aave / Hyperliquid / etc.)	okx-dapp-discovery

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Acceptance Criteria

1. Banner variant matches auth state — loggedIn: false renders the logged-out variant (no addresses); loggedIn: true renders the logged-in variant (addresses + balance).
2. Skill picks load without login gate — Polymarket (option 2 in Variant A) and USDC APY (option 3 in A / option 2 in B) load even when logged out; each loaded skill handles its own auth.
3. OKX.AI (Reply 1) and Daily brief (option 4 in A / option 3 in B) gate on login — when logged out, route through Login Method Choice first, then auto-resume the chosen target (okx-ai-guide or daily-brief.md) WITHOUT re-rendering the welcome banner. Smart-money / new-token intents are no longer numbered picks but remain reachable via the free-form fallback table (okx-dex-signal / okx-dex-trenches).
4. Turn budget — ≤ 3 turns end-to-end for a new user; ≤ 2 turns for a returning user picking a workflow + login.
5. Disclaimer placement — the disclaimer is the final segment of every rendered banner (both variants, both auth states).
6. Stale-session fallback — when wallet status returns loggedIn: true but wallet balance fails (e.g. expired refresh token) or lacks the address / balance fields, the flow prompts re-login (routes to Login Method Choice) instead of rendering a partial or fabricated logged-in banner; after re-login it renders the logged-in banner.