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openclaw/docs/start/wizard.md
Peter Steinberger f7d7148cf0 docs: rewrite published docs grounded in current source (#100142)
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---
summary: "CLI onboarding: guided setup for gateway, workspace, channels, and skills"
read_when:
- Running or configuring CLI onboarding
- Setting up a new machine
title: "Onboarding (CLI)"
sidebarTitle: "Onboarding: CLI"
---
```bash
openclaw onboard
```
CLI onboarding is the recommended terminal setup path on macOS, Linux, and
Windows (native or WSL2). It configures a local Gateway (or a connection to a
remote Gateway), plus channels, skills, and workspace defaults in one guided
flow. `openclaw setup` runs the same flow ([Setup](/cli/setup) covers the
`--baseline` config-only variant). Windows desktop users can also start from
[Windows Hub](/platforms/windows).
Provider sign-in, channel pairing, daemon install, and skill downloads can
extend a quick setup; optional steps can be skipped and revisited later with
`openclaw configure`.
<Info>
Fastest first chat: skip channel setup entirely. Run `openclaw dashboard` and
chat in the browser through the Control UI. Docs: [Dashboard](/web/dashboard).
</Info>
## Locale
The wizard localizes fixed onboarding copy. Resolve order: `OPENCLAW_LOCALE`,
`LC_ALL`, `LC_MESSAGES`, `LANG`, then English. Supported locales: `en`,
`zh-CN`, `zh-TW`.
```bash
OPENCLAW_LOCALE=zh-CN openclaw onboard
```
Product names, commands, config keys, URLs, provider IDs, model IDs, and
plugin/channel labels stay in English regardless of locale.
To reconfigure later:
```bash
openclaw configure
openclaw agents add <name>
```
<Note>
`--json` does not imply non-interactive mode. For scripts, use `--non-interactive` (see [CLI automation](/start/wizard-cli-automation)).
</Note>
<Tip>
Onboarding includes a web search step where you can pick a provider: Brave,
DuckDuckGo, Exa, Firecrawl, Gemini, Grok, Kimi, MiniMax Search, Ollama Web
Search, Perplexity, SearXNG, or Tavily. Some need an API key; others are
key-free. Configure this later with `openclaw configure --section web`. Docs:
[Web tools](/tools/web).
</Tip>
## QuickStart vs Advanced
Onboarding opens with a choice between **QuickStart** (defaults) and
**Advanced** (full control). Pass `--flow quickstart` or `--flow advanced`
(alias `manual`) to skip the prompt.
<Tabs>
<Tab title="QuickStart (defaults)">
- Local gateway, loopback bind
- Workspace default (or existing workspace)
- Gateway port **18789**
- Gateway auth **Token** (auto-generated, even on loopback)
- Tool policy: `tools.profile: "coding"` for new setups (an existing explicit profile is preserved)
- DM isolation: `session.dmScope: "per-channel-peer"` for new setups. Details: [CLI setup reference](/start/wizard-cli-reference#outputs-and-internals)
- Tailscale exposure **Off**
- Telegram and WhatsApp DMs default to **allowlist**: Telegram asks for a numeric Telegram user ID, WhatsApp asks for a phone number
</Tab>
<Tab title="Advanced (full control)">
- Exposes every step: mode, workspace, gateway, channels, daemon, skills
</Tab>
</Tabs>
Remote mode (`--mode remote`) always uses the advanced flow; it only
configures this machine to connect to a Gateway elsewhere and never installs
or changes anything on the remote host.
## What onboarding configures
Local mode (default) walks through these steps:
1. **Model/Auth** - pick a provider auth flow (API key, OAuth, or
provider-specific manual auth), including Custom Provider
(OpenAI-compatible, OpenAI Responses-compatible, Anthropic-compatible, or
Unknown auto-detect). Pick a default model.
Security note: if this agent will run tools or process webhook/hook
content, prefer the strongest latest-generation model available and keep
tool policy strict - weaker or older tiers are easier to prompt-inject.
For non-interactive runs, `--secret-input-mode ref` stores env-backed refs
instead of plaintext API key values; the referenced env var must already
be set, or onboarding fails fast. Interactive secret reference mode can
point at an environment variable or a configured provider ref (`file` or
`exec`), with a fast preflight check before saving.
2. **Workspace** - directory for agent files (default `~/.openclaw/workspace`). Seeds bootstrap files.
3. **Gateway** - port, bind address, auth mode, Tailscale exposure. In
interactive token mode, choose plaintext token storage (default) or opt
into a SecretRef. Non-interactive SecretRef path: `--gateway-token-ref-env <ENV_VAR>`.
4. **Channels** - built-in and official plugin chat channels, including
Discord, Feishu, Google Chat, iMessage, Mattermost, Microsoft Teams,
QQ Bot, Signal, Slack, Telegram, WhatsApp, and more.
5. **Daemon** - installs a LaunchAgent (macOS), a systemd user unit
(Linux/WSL2), or a native Windows Scheduled Task with a per-user
Startup-folder fallback.
If token auth is required and `gateway.auth.token` is SecretRef-managed,
daemon install validates it but does not persist a resolved token into
supervisor service environment metadata; an unresolved SecretRef blocks
install with guidance. If both `gateway.auth.token` and
`gateway.auth.password` are set while `gateway.auth.mode` is unset, install
is blocked until you set the mode explicitly.
6. **Health check** - starts the Gateway and verifies it is reachable.
7. **Skills** - installs recommended skills and their optional dependencies.
<Note>
Re-running onboarding does **not** wipe anything unless you explicitly choose
**Reset** (or pass `--reset`). CLI `--reset` defaults to config, credentials,
and sessions; use `--reset-scope full` to also remove the workspace. If the
config is invalid or contains legacy keys, onboarding asks you to run
`openclaw doctor` first.
</Note>
`--flow import` runs a detected migration flow (for example Hermes) instead of
fresh setup; see [Migrate](/cli/migrate) and the migration guides under
[Install](/install/migrating-hermes). `openclaw onboard --modern` starts
[Crestodian](/cli/crestodian), a conversational setup/repair assistant, in
place of the classic wizard.
## Add another agent
Use `openclaw agents add <name>` to create a separate agent with its own
workspace, sessions, and auth profiles. Running without `--workspace` starts
an interactive flow for name, workspace, auth, channels, and bindings - it is
not the full `openclaw onboard` wizard.
What it sets:
- `agents.list[].name`
- `agents.list[].workspace`
- `agents.list[].agentDir`
Notes:
- Default workspace: `~/.openclaw/workspace-<agentId>` (or under
`agents.defaults.workspace` if that is set).
- Add `bindings` to route inbound messages to this agent (onboarding can do this for you).
- Non-interactive flags: `--model`, `--agent-dir`, `--bind`, `--non-interactive`.
## Full reference
For detailed step-by-step behavior and config outputs, see
[CLI setup reference](/start/wizard-cli-reference).
For non-interactive examples, see [CLI automation](/start/wizard-cli-automation).
For the full flag reference, see [`openclaw onboard`](/cli/onboard).
## Related docs
- CLI command reference: [`openclaw onboard`](/cli/onboard)
- Onboarding overview: [Onboarding overview](/start/onboarding-overview)
- macOS app onboarding: [Onboarding](/start/onboarding)
- Agent first-run ritual: [Agent Bootstrapping](/start/bootstrapping)