1. Define the wallet and network contract
Identify the account selected by the user, supported signing methods and the current network. Review what happens when that account changes during a quote or approval. A token symbol is not enough to identify an asset: use its network and contract identifier, or the network's native-asset convention.
For a cross-chain destination, the source wallet may not provide a suitable receiving address. Recipient collection and validation are a separate part of the workflow. Do not silently substitute an address on a different network.
2. Request a route and normalize the review
Convert the entered amount using the asset's decimals. Treat the provider response as data that still needs validation. Present the asset, amount, destination, fee denomination, gas estimate, slippage bound and quote expiry together before asking for a signature.
Expected output and minimum received serve different purposes. Network gas is also not necessarily paid in the same token as a platform fee. A meaningful review preserves these distinctions rather than collapsing everything into a misleading single number.
3. Separate connection, sign-in and spending approval
Connecting exposes public wallet/account information. A sign-in message proves control for saved history or preferences. Neither should be described as approval to spend. A token allowance and the swap transaction are separate wallet actions when the selected route requires them.
The existing Swap Assistant workflow keeps provider credentials server-side and asks the user's wallet to sign ordinary swaps. Exact provider-verifiable limit orders are a separate flow; do not mix their advance authorization into an ordinary login explanation.
4. Design the non-happy paths
For a source amount of 100 USDC and a synthetic quote of 0.04 ETH, the interface can demonstrate amount, fee and minimum-received review without moving funds. In a real integration, the returned amounts come from a fresh route, not from that illustration.
Your tests should deliberately reject a wallet prompt, expire the quote, switch account, use an incompatible recipient and simulate an unavailable provider. Each should leave the user with an accurate state and a bounded retry, not a success banner.
- A rejected signature must not become a submitted transaction
- A refreshed route must be reviewed before approval
- Source confirmation must not imply cross-chain destination completion
- Repeated save requests must not double-count fee revenue
5. Agree ownership after launch
Decide who monitors provider outages, tests dependency updates, maintains wallet connectors and investigates delivery issues. Provider documentation describes its interface; your acceptance tests describe the behavior users actually depend on.
A branded deployment can reuse the existing application workflow. Native embedding and a particular wallet's signing interface still need explicit scoping. Use the no-wallet demo to review the customer journey before a technical compatibility test.
Questions before a pilot
Can we skip the backend?
Some provider widgets can run with little application backend work. Saved user preferences, private credentials, alert delivery and durable operational evidence introduce server-side responsibilities. Choose based on the intended product.
Is connecting a wallet enough to authorize a swap?
No. Ordinary swaps require the relevant wallet approval. A connection or login message must not be represented as spending permission.