Files
openclaw/docs/start/wizard.md
Peter Steinberger 96f0983a85 fix(onboarding): skip setup for configured gateways and require inference first (#102883)
* fix(crestodian): keep onboarding RPCs restart-safe

* fix(profiles): isolate approval state migrations

* fix(crestodian): bypass configured gateway setup

* test(crestodian): type onboarding mocks

* fix(onboarding): require inference before Crestodian

* fix(onboarding): enforce verified inference handoff

* fix(macos): reset setup on gateway endpoint edits

* chore(i18n): refresh native source inventory

* fix(gateway): keep socket on request cancellation

* test(packaging): require workspace templates

* fix(onboarding): bind setup to verified inference

* fix(onboarding): align inference gate contracts

* fix(crestodian): classify concurrent policy rejection

* test(crestodian): expect registry restoration

* fix(onboarding): bind setup to configured gateways

* fix(codex): preserve startup phase deadlines

* test(crestodian): match fail-closed policy ordering

* test(onboarding): assert bound gateway handoff

* fix(codex): bind runtime resolution to spawn cwd

* test(crestodian): assert policy rejection order

* fix(cli): preserve gateway routing across restarts

* fix(macos): fail closed during gateway edits

* test(macos): cover gateway route generation races

* chore: keep release notes out of onboarding PR

* fix(ci): refresh onboarding generated checks

* style(swift): align gateway channel formatting

* fix(ci): refresh plugin SDK surface budgets

* fix(ci): resync native string inventory

* refactor(swift): split gateway channel support

* test(doctor): isolate plugin compatibility registry

* test(macos): isolate gateway onboarding fixtures

* test(macos): assert gateway lease health ordering

* fix(codex): reconcile computer-use startup changes
2026-07-11 10:25:14 -07:00

9.8 KiB

summary, read_when, title, sidebarTitle
summary read_when title sidebarTitle
CLI onboarding: verify inference, then hand remaining setup to Crestodian
Running or configuring CLI onboarding
Setting up a new machine
Onboarding (CLI) Onboarding: CLI
openclaw onboard

CLI onboarding is the recommended terminal setup path on macOS, Linux, and Windows (native or WSL2). By default it detects AI access already available on the machine, verifies it with a real completion, and starts Crestodian to configure the workspace, Gateway, and optional features. openclaw setup runs the same flow (Setup covers the --baseline config-only variant). Windows desktop users can also start from Windows Hub.

Guided onboarding establishes inference first. It detects available AI access, requires a real completion, and only then starts Crestodian to configure the rest of OpenClaw. There is no pre-inference Crestodian or skip-AI path in the guided flow.

The classic wizard remains available for provider sign-in, remote Gateway setup, channel pairing, daemon controls, skills, and imports. Run it explicitly with openclaw onboard --classic; the guided inference candidate screen does not delegate into it. After inference passes, Crestodian can use open channel wizard for <channel> to hand channel setup that needs secrets to a masked terminal wizard. To change the model provider or its authentication, exit Crestodian and run openclaw onboard; Crestodian does not open guided or classic provider flows.

Fastest first chat: finish guided setup, run `openclaw dashboard`, and chat in the browser through the Control UI. Docs: [Dashboard](/web/dashboard).

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.

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 non-inference settings later:

openclaw configure
openclaw agents add <name>
`--json` does not imply non-interactive mode. For scripts, use `--non-interactive` (see [CLI automation](/start/wizard-cli-automation)). The classic wizard 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).

Guided default

Plain openclaw onboard follows this path:

  1. Accept the security notice.
  2. Detect configured models, API-key environment variables, and supported local AI CLIs.
  3. Test the first detected candidate with a real completion. On failure, show the reason and continue to the next usable candidate.
  4. If detection is exhausted, retry a detected candidate or enter a provider API key in a masked prompt. Guided onboarding does not offer Crestodian or a skip-AI exit before inference works.
  5. Persist only the verified model route and any credential/plugin state it requires. Workspace and Gateway settings remain untouched.
  6. Start Crestodian with the verified model so it can configure the workspace, Gateway, channels, agents, plugins, and the remaining optional setup.

Re-running the command on a configured installation tests the current default model first, making the guided flow a verification and repair pass. A failing check never replaces the configured model automatically; onboarding stops and asks how to continue. Run openclaw channels add or openclaw configure for later non-inference additions; use openclaw onboard for provider or auth route changes.

Classic wizard: QuickStart vs Advanced

Run openclaw onboard --classic to open the full wizard. It starts with a choice between QuickStart (defaults) and Advanced (full control). Pass --flow quickstart or --flow advanced (alias manual) to select the classic flow and skip that prompt.

- 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 - Exposes every step: mode, workspace, gateway, channels, daemon, skills

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 classic 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. Fresh OpenAI API-key setup defaults to openai/gpt-5.6 (the bare direct-API id resolves to Sol); fresh ChatGPT/Codex setup defaults to openai/gpt-5.6-sol. Re-running setup preserves an existing explicit model, including openai/gpt-5.5. Select openai/gpt-5.5 explicitly if the account does not expose GPT-5.6. 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. After model/auth setup, the wizard offers an optional live completion test; a failure can return to model/auth setup once or be ignored without blocking the rest of the classic wizard. Ignoring it does not unlock Crestodian; conversational setup still requires a passing inference check.
  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.
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.

--flow import runs a detected migration flow (for example Hermes) in the classic wizard instead of fresh setup; see Migrate and the migration guides under Install. openclaw onboard --modern is a compatibility alias for Crestodian. It uses the same inference gate as openclaw crestodian: verified inference starts the assistant, while an interactive failure returns to guided inference setup.

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. For non-interactive examples, see CLI automation. For the full flag reference, see openclaw onboard.