mirror of
https://github.com/openclaw/openclaw.git
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Docs: streamline start and install docs (#9648)
* docs(start): streamline getting started flow * docs(nav): reorganize start and install sections * docs(style): move custom css to style.css * docs(navigation): align zh-CN ordering * docs(navigation): localize zh-Hans labels
This commit is contained in:
Seb Slight
@@ -3,7 +3,8 @@ summary: "CLI onboarding wizard: guided setup for gateway, workspace, channels,
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read_when:
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- Running or configuring the onboarding wizard
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- Setting up a new machine
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title: "Onboarding Wizard"
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title: "Onboarding Wizard (CLI)"
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sidebarTitle: "Wizard (CLI)"
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---
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# Onboarding Wizard (CLI)
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@@ -19,8 +20,10 @@ Primary entrypoint:
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openclaw onboard
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```
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<Info>
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Fastest first chat: open the Control UI (no channel setup needed). Run
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`openclaw dashboard` and chat in the browser. Docs: [Dashboard](/web/dashboard).
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</Info>
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Follow‑up reconfiguration:
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@@ -28,24 +31,29 @@ Follow‑up reconfiguration:
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openclaw configure
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```
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<Tip>
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Recommended: set up a Brave Search API key so the agent can use `web_search`
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(`web_fetch` works without a key). Easiest path: `openclaw configure --section web`
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which stores `tools.web.search.apiKey`. Docs: [Web tools](/tools/web).
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</Tip>
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## QuickStart vs Advanced
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The wizard starts with **QuickStart** (defaults) vs **Advanced** (full control).
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**QuickStart** keeps the defaults:
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- Local gateway (loopback)
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- Workspace default (or existing workspace)
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- Gateway port **18789**
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- Gateway auth **Token** (auto‑generated, even on loopback)
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- Tailscale exposure **Off**
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- Telegram + WhatsApp DMs default to **allowlist** (you’ll be prompted for your phone number)
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**Advanced** exposes every step (mode, workspace, gateway, channels, daemon, skills).
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<Tabs>
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<Tab title="QuickStart (defaults)">
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- Local gateway (loopback)
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- Workspace default (or existing workspace)
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- Gateway port **18789**
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- Gateway auth **Token** (auto‑generated, even on loopback)
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- Tailscale exposure **Off**
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- Telegram + WhatsApp DMs default to **allowlist** (you’ll be prompted for your phone number)
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</Tab>
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<Tab title="Advanced (full control)">
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- Exposes every step (mode, workspace, gateway, channels, daemon, skills).
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</Tab>
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</Tabs>
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## What the wizard does
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@@ -68,110 +76,124 @@ To add more isolated agents (separate workspace + sessions + auth), use:
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openclaw agents add <name>
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```
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Tip: `--json` does **not** imply non-interactive mode. Use `--non-interactive` (and `--workspace`) for scripts.
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<Note>
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`--json` does **not** imply non-interactive mode. Use `--non-interactive` (and `--workspace`) for scripts.
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</Note>
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## Flow details (local)
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1. **Existing config detection**
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- If `~/.openclaw/openclaw.json` exists, choose **Keep / Modify / Reset**.
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- Re-running the wizard does **not** wipe anything unless you explicitly choose **Reset**
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(or pass `--reset`).
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- If the config is invalid or contains legacy keys, the wizard stops and asks
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you to run `openclaw doctor` before continuing.
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- Reset uses `trash` (never `rm`) and offers scopes:
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- Config only
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- Config + credentials + sessions
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- Full reset (also removes workspace)
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<Steps>
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<Step title="Existing config detection">
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- If `~/.openclaw/openclaw.json` exists, choose **Keep / Modify / Reset**.
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- Re-running the wizard does **not** wipe anything unless you explicitly choose **Reset**
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(or pass `--reset`).
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- If the config is invalid or contains legacy keys, the wizard stops and asks
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you to run `openclaw doctor` before continuing.
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- Reset uses `trash` (never `rm`) and offers scopes:
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- Config only
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- Config + credentials + sessions
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- Full reset (also removes workspace)
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</Step>
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<Step title="Model/Auth">
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- **Anthropic API key (recommended)**: uses `ANTHROPIC_API_KEY` if present or prompts for a key, then saves it for daemon use.
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- **Anthropic OAuth (Claude Code CLI)**: on macOS the wizard checks Keychain item "Claude Code-credentials" (choose "Always Allow" so launchd starts don't block); on Linux/Windows it reuses `~/.claude/.credentials.json` if present.
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- **Anthropic token (paste setup-token)**: run `claude setup-token` on any machine, then paste the token (you can name it; blank = default).
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- **OpenAI Code (Codex) subscription (Codex CLI)**: if `~/.codex/auth.json` exists, the wizard can reuse it.
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- **OpenAI Code (Codex) subscription (OAuth)**: browser flow; paste the `code#state`.
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- Sets `agents.defaults.model` to `openai-codex/gpt-5.2` when model is unset or `openai/*`.
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- **OpenAI API key**: uses `OPENAI_API_KEY` if present or prompts for a key, then saves it to `~/.openclaw/.env` so launchd can read it.
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- **OpenCode Zen (multi-model proxy)**: prompts for `OPENCODE_API_KEY` (or `OPENCODE_ZEN_API_KEY`, get it at https://opencode.ai/auth).
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- **API key**: stores the key for you.
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- **Vercel AI Gateway (multi-model proxy)**: prompts for `AI_GATEWAY_API_KEY`.
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- More detail: [Vercel AI Gateway](/providers/vercel-ai-gateway)
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- **Cloudflare AI Gateway**: prompts for Account ID, Gateway ID, and `CLOUDFLARE_AI_GATEWAY_API_KEY`.
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- More detail: [Cloudflare AI Gateway](/providers/cloudflare-ai-gateway)
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- **MiniMax M2.1**: config is auto-written.
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- More detail: [MiniMax](/providers/minimax)
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- **Synthetic (Anthropic-compatible)**: prompts for `SYNTHETIC_API_KEY`.
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- More detail: [Synthetic](/providers/synthetic)
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- **Moonshot (Kimi K2)**: config is auto-written.
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- **Kimi Coding**: config is auto-written.
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- More detail: [Moonshot AI (Kimi + Kimi Coding)](/providers/moonshot)
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- **Skip**: no auth configured yet.
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- Pick a default model from detected options (or enter provider/model manually).
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- Wizard runs a model check and warns if the configured model is unknown or missing auth.
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- OAuth credentials live in `~/.openclaw/credentials/oauth.json`; auth profiles live in `~/.openclaw/agents/<agentId>/agent/auth-profiles.json` (API keys + OAuth).
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- More detail: [/concepts/oauth](/concepts/oauth)
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<Note>
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Headless/server tip: complete OAuth on a machine with a browser, then copy
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`~/.openclaw/credentials/oauth.json` (or `$OPENCLAW_STATE_DIR/credentials/oauth.json`) to the
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gateway host.
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</Note>
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</Step>
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<Step title="Workspace">
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- Default `~/.openclaw/workspace` (configurable).
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- Seeds the workspace files needed for the agent bootstrap ritual.
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- Full workspace layout + backup guide: [Agent workspace](/concepts/agent-workspace)
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</Step>
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<Step title="Gateway">
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- Port, bind, auth mode, tailscale exposure.
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- Auth recommendation: keep **Token** even for loopback so local WS clients must authenticate.
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- Disable auth only if you fully trust every local process.
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- Non‑loopback binds still require auth.
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</Step>
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<Step title="Channels">
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- [WhatsApp](/channels/whatsapp): optional QR login.
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- [Telegram](/channels/telegram): bot token.
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- [Discord](/channels/discord): bot token.
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- [Google Chat](/channels/googlechat): service account JSON + webhook audience.
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- [Mattermost](/channels/mattermost) (plugin): bot token + base URL.
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- [Signal](/channels/signal): optional `signal-cli` install + account config.
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- [BlueBubbles](/channels/bluebubbles): **recommended for iMessage**; server URL + password + webhook.
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- [iMessage](/channels/imessage): legacy `imsg` CLI path + DB access.
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- DM security: default is pairing. First DM sends a code; approve via `openclaw pairing approve <channel> <code>` or use allowlists.
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</Step>
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<Step title="Daemon install">
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- macOS: LaunchAgent
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- Requires a logged-in user session; for headless, use a custom LaunchDaemon (not shipped).
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- Linux (and Windows via WSL2): systemd user unit
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- Wizard attempts to enable lingering via `loginctl enable-linger <user>` so the Gateway stays up after logout.
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- May prompt for sudo (writes `/var/lib/systemd/linger`); it tries without sudo first.
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- **Runtime selection:** Node (recommended; required for WhatsApp/Telegram). Bun is **not recommended**.
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</Step>
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<Step title="Health check">
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- Starts the Gateway (if needed) and runs `openclaw health`.
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- Tip: `openclaw status --deep` adds gateway health probes to status output (requires a reachable gateway).
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</Step>
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<Step title="Skills (recommended)">
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- Reads the available skills and checks requirements.
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- Lets you choose a node manager: **npm / pnpm** (bun not recommended).
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- Installs optional dependencies (some use Homebrew on macOS).
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</Step>
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<Step title="Finish">
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- Summary + next steps, including iOS/Android/macOS apps for extra features.
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</Step>
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</Steps>
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2. **Model/Auth**
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- **Anthropic API key (recommended)**: uses `ANTHROPIC_API_KEY` if present or prompts for a key, then saves it for daemon use.
|
||||
- **Anthropic OAuth (Claude Code CLI)**: on macOS the wizard checks Keychain item "Claude Code-credentials" (choose "Always Allow" so launchd starts don't block); on Linux/Windows it reuses `~/.claude/.credentials.json` if present.
|
||||
- **Anthropic token (paste setup-token)**: run `claude setup-token` on any machine, then paste the token (you can name it; blank = default).
|
||||
- **OpenAI Code (Codex) subscription (Codex CLI)**: if `~/.codex/auth.json` exists, the wizard can reuse it.
|
||||
- **OpenAI Code (Codex) subscription (OAuth)**: browser flow; paste the `code#state`.
|
||||
- Sets `agents.defaults.model` to `openai-codex/gpt-5.2` when model is unset or `openai/*`.
|
||||
- **OpenAI API key**: uses `OPENAI_API_KEY` if present or prompts for a key, then saves it to `~/.openclaw/.env` so launchd can read it.
|
||||
- **OpenCode Zen (multi-model proxy)**: prompts for `OPENCODE_API_KEY` (or `OPENCODE_ZEN_API_KEY`, get it at https://opencode.ai/auth).
|
||||
- **API key**: stores the key for you.
|
||||
- **Vercel AI Gateway (multi-model proxy)**: prompts for `AI_GATEWAY_API_KEY`.
|
||||
- More detail: [Vercel AI Gateway](/providers/vercel-ai-gateway)
|
||||
- **Cloudflare AI Gateway**: prompts for Account ID, Gateway ID, and `CLOUDFLARE_AI_GATEWAY_API_KEY`.
|
||||
- More detail: [Cloudflare AI Gateway](/providers/cloudflare-ai-gateway)
|
||||
- **MiniMax M2.1**: config is auto-written.
|
||||
- More detail: [MiniMax](/providers/minimax)
|
||||
- **Synthetic (Anthropic-compatible)**: prompts for `SYNTHETIC_API_KEY`.
|
||||
- More detail: [Synthetic](/providers/synthetic)
|
||||
- **Moonshot (Kimi K2)**: config is auto-written.
|
||||
- **Kimi Coding**: config is auto-written.
|
||||
- More detail: [Moonshot AI (Kimi + Kimi Coding)](/providers/moonshot)
|
||||
- **Skip**: no auth configured yet.
|
||||
- Pick a default model from detected options (or enter provider/model manually).
|
||||
- Wizard runs a model check and warns if the configured model is unknown or missing auth.
|
||||
|
||||
- OAuth credentials live in `~/.openclaw/credentials/oauth.json`; auth profiles live in `~/.openclaw/agents/<agentId>/agent/auth-profiles.json` (API keys + OAuth).
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- More detail: [/concepts/oauth](/concepts/oauth)
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3. **Workspace**
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- Default `~/.openclaw/workspace` (configurable).
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- Seeds the workspace files needed for the agent bootstrap ritual.
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- Full workspace layout + backup guide: [Agent workspace](/concepts/agent-workspace)
|
||||
|
||||
4. **Gateway**
|
||||
- Port, bind, auth mode, tailscale exposure.
|
||||
- Auth recommendation: keep **Token** even for loopback so local WS clients must authenticate.
|
||||
- Disable auth only if you fully trust every local process.
|
||||
- Non‑loopback binds still require auth.
|
||||
|
||||
5. **Channels**
|
||||
- [WhatsApp](/channels/whatsapp): optional QR login.
|
||||
- [Telegram](/channels/telegram): bot token.
|
||||
- [Discord](/channels/discord): bot token.
|
||||
- [Google Chat](/channels/googlechat): service account JSON + webhook audience.
|
||||
- [Mattermost](/channels/mattermost) (plugin): bot token + base URL.
|
||||
- [Signal](/channels/signal): optional `signal-cli` install + account config.
|
||||
- [BlueBubbles](/channels/bluebubbles): **recommended for iMessage**; server URL + password + webhook.
|
||||
- [iMessage](/channels/imessage): legacy `imsg` CLI path + DB access.
|
||||
- DM security: default is pairing. First DM sends a code; approve via `openclaw pairing approve <channel> <code>` or use allowlists.
|
||||
|
||||
6. **Daemon install**
|
||||
- macOS: LaunchAgent
|
||||
- Requires a logged-in user session; for headless, use a custom LaunchDaemon (not shipped).
|
||||
- Linux (and Windows via WSL2): systemd user unit
|
||||
- Wizard attempts to enable lingering via `loginctl enable-linger <user>` so the Gateway stays up after logout.
|
||||
- May prompt for sudo (writes `/var/lib/systemd/linger`); it tries without sudo first.
|
||||
- **Runtime selection:** Node (recommended; required for WhatsApp/Telegram). Bun is **not recommended**.
|
||||
|
||||
7. **Health check**
|
||||
- Starts the Gateway (if needed) and runs `openclaw health`.
|
||||
- Tip: `openclaw status --deep` adds gateway health probes to status output (requires a reachable gateway).
|
||||
|
||||
8. **Skills (recommended)**
|
||||
- Reads the available skills and checks requirements.
|
||||
- Lets you choose a node manager: **npm / pnpm** (bun not recommended).
|
||||
- Installs optional dependencies (some use Homebrew on macOS).
|
||||
|
||||
9. **Finish**
|
||||
- Summary + next steps, including iOS/Android/macOS apps for extra features.
|
||||
|
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- If no GUI is detected, the wizard prints SSH port-forward instructions for the Control UI instead of opening a browser.
|
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- If the Control UI assets are missing, the wizard attempts to build them; fallback is `pnpm ui:build` (auto-installs UI deps).
|
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<Note>
|
||||
If no GUI is detected, the wizard prints SSH port-forward instructions for the Control UI instead of opening a browser.
|
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If the Control UI assets are missing, the wizard attempts to build them; fallback is `pnpm ui:build` (auto-installs UI deps).
|
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</Note>
|
||||
|
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## Remote mode
|
||||
|
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Remote mode configures a local client to connect to a Gateway elsewhere.
|
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|
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<Info>
|
||||
Remote mode does **not** install or change anything on the remote host.
|
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</Info>
|
||||
|
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What you’ll set:
|
||||
|
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- Remote Gateway URL (`ws://...`)
|
||||
- Token if the remote Gateway requires auth (recommended)
|
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|
||||
Notes:
|
||||
|
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- No remote installs or daemon changes are performed.
|
||||
<Note>
|
||||
- If the Gateway is loopback‑only, use SSH tunneling or a tailnet.
|
||||
- Discovery hints:
|
||||
- macOS: Bonjour (`dns-sd`)
|
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- Linux: Avahi (`avahi-browse`)
|
||||
</Note>
|
||||
|
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## Add another agent
|
||||
|
||||
@@ -208,84 +230,80 @@ openclaw onboard --non-interactive \
|
||||
|
||||
Add `--json` for a machine‑readable summary.
|
||||
|
||||
Gemini example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
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--auth-choice gemini-api-key \
|
||||
--gemini-api-key "$GEMINI_API_KEY" \
|
||||
--gateway-port 18789 \
|
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--gateway-bind loopback
|
||||
```
|
||||
|
||||
Z.AI example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice zai-api-key \
|
||||
--zai-api-key "$ZAI_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
|
||||
Vercel AI Gateway example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice ai-gateway-api-key \
|
||||
--ai-gateway-api-key "$AI_GATEWAY_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
|
||||
Cloudflare AI Gateway example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice cloudflare-ai-gateway-api-key \
|
||||
--cloudflare-ai-gateway-account-id "your-account-id" \
|
||||
--cloudflare-ai-gateway-gateway-id "your-gateway-id" \
|
||||
--cloudflare-ai-gateway-api-key "$CLOUDFLARE_AI_GATEWAY_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
|
||||
Moonshot example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice moonshot-api-key \
|
||||
--moonshot-api-key "$MOONSHOT_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
|
||||
Synthetic example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice synthetic-api-key \
|
||||
--synthetic-api-key "$SYNTHETIC_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
|
||||
OpenCode Zen example:
|
||||
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice opencode-zen \
|
||||
--opencode-zen-api-key "$OPENCODE_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
<AccordionGroup>
|
||||
<Accordion title="Gemini example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice gemini-api-key \
|
||||
--gemini-api-key "$GEMINI_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
<Accordion title="Z.AI example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice zai-api-key \
|
||||
--zai-api-key "$ZAI_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
<Accordion title="Vercel AI Gateway example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice ai-gateway-api-key \
|
||||
--ai-gateway-api-key "$AI_GATEWAY_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
<Accordion title="Cloudflare AI Gateway example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice cloudflare-ai-gateway-api-key \
|
||||
--cloudflare-ai-gateway-account-id "your-account-id" \
|
||||
--cloudflare-ai-gateway-gateway-id "your-gateway-id" \
|
||||
--cloudflare-ai-gateway-api-key "$CLOUDFLARE_AI_GATEWAY_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
<Accordion title="Moonshot example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice moonshot-api-key \
|
||||
--moonshot-api-key "$MOONSHOT_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
<Accordion title="Synthetic example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice synthetic-api-key \
|
||||
--synthetic-api-key "$SYNTHETIC_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
<Accordion title="OpenCode Zen example">
|
||||
```bash
|
||||
openclaw onboard --non-interactive \
|
||||
--mode local \
|
||||
--auth-choice opencode-zen \
|
||||
--opencode-zen-api-key "$OPENCODE_API_KEY" \
|
||||
--gateway-port 18789 \
|
||||
--gateway-bind loopback
|
||||
```
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
Add agent (non‑interactive) example:
|
||||
|
||||
|
||||
Reference in New Issue
Block a user