The Master Guide
No Coding Required. Written by Tim Pittman.
You Don't Need to Be Technical. You Just Need to Be Willing. OpenClaw lets you build powerful automation without writing a single line of code.
Freedom from Routine.
You're busy. You don't have time to learn programming just to automate your work. But you also don't want to feel left behind as AI transforms everything.
Overwhelmed?
Ideal if manual tasks are eating your day and you want to work smarter, not harder.
Feeling Lost?
Designed for professionals who've tried AI tools but felt overwhelmed by the technical complexity.
1. Rapid Setup
Install and configure OpenClaw, navigate the dashboard, and connect messaging apps (Telegram, Slack, WhatsApp).
2. Model Deep Dive
Understand Claude, GPT, and Minimax. Choosing the right "brain" for the right cost and task.
3. Building a Soul
Learn why identity matters and how to edit your agent's personality files (SOUL.md).
4. Memory & Context
Set up memory that persists across sessions so your bot actually remembers you.
Setup
Installation
OpenClaw runs on Mac, Linux, or Raspberry Pi. Here's your quickstart command sequence:
# Clone the repo
git clone https://github.com/openclaw/openclaw.git
cd openclaw
# Install dependencies
npm install
# Run the setup
npm run setup
Connect Your Messaging App
Telegram
- Message @BotFather on Telegram
- Create a new bot with /newbot
- Copy API token into your config
Slack
- Go to Slack API → Create App
- Enable Bot Token Scope
- Install to workspace & copy Token
- Supports WhatsApp Business API
- Connect via QR code scanning
- Follow in-app setup wizard
Dashboard Navigation
Agents
Your active AI personas.
Skills
Available bot capabilities.
Memory
Visual conversation history.
Settings
Global app configuration.
Your First Agent — Daily Briefing
Paste this prompt to start a professional morning routine:
You are my Personal AI Assistant. Every morning at 8am, review my calendar, tasks, and any important updates. Then provide a brief, actionable summary covering:
- Top 3 priorities for today
- Any meetings that need preparation
- Follow-ups or replies I might be missing
Keep it short, clear, and actionable. Format as a bullet list.
Agents vs Sub-Agents: Agents are independent workers with personality. Sub-Agents are task-specific contractors spawned by your main agent for a single job.
Understanding Models
One of OpenClaw's superpowers is switching between AI models depending on what you need.
Anthropic (Claude)
Best for: Nuanced reasoning, creative writing, deep
analysis.
Models: Haiku (fast), Sonnet (balanced), Opus (quality).
OpenAI (GPT)
Best for: Code, general speed, complex
instructions.
Models: 4o Mini (cheap), 4o (balanced), o1 (reasoning).
Minimax
Best for: Speed and cost-sensitive tasks.
Models:
MiniMax-M2.5 series.
When to Switch Models
| Task | Recommended Model |
|---|---|
| Quick reminders, simple lookups | Mini / Haiku |
| Writing, editing, brainstorming | Sonnet / GPT-4o |
| Complex analysis, deep reasoning | Opus / o1 |
Cost Management Tips: Default to cheaper models for routine tasks. Set usage alerts in your configuration and review token usage weekly.
The Bot's Soul
Understand and customize your agent's identity. This is where most people get stuck.
SOUL.md
Defines WHO your agent is. Personality, values, and voice.
USER.md
Defines WHO YOU ARE. Your preferences, context, and goals.
TOOLS.md
Your LOCAL setup. Camera names, SSH aliases, preferences.
The File Structure
workspace/
├── SOUL.md ← Identity
├── USER.md ← Your Context
├── TOOLS.md ← Environment
├── MEMORY.md ← Long-term Facts
├── BRAIN.md ← Active Projects
├── memory/ ← Daily Logs
└── agents/ ← Sub-agents
Key Principle: SOUL = WHO | SKILL = HOW | TOOLS = WHERE
How to View and Edit
- View: Ask your agent "show me SOUL.md"
- Edit: Say "update SOUL.md to include..." or edit files directly
- New Agents: Add folders in
agents/with their own SOUL.md
Memory & Context
Without proper setup, your agent forgets everything between sessions. This is critical for high-fidelity work.
SOUL.md
Identity & Personality. Loaded every session to set the tone.
USER.md
Directly shapes responses based on your communication style. Most powerful behavioral tool.
MEMORY.md
Long-term curated facts. Aim for a one-page onboarding doc format.
Daily Logs (YYYY-MM-DD.md)
Running context. Prune periodically into MEMORY.md to keep context clean.
What Happens Automatically
- Start: Reads SOUL, USER, MEMORY, and recent daily logs.
- Compaction: Triggers a flush when approaching context limits.
⚠️ The Big Gotcha
If you end a session without explicitly saving, most decisions are gone. The model keeps things in RAM and only writes when told or when compaction fires.
The Four Levels of Saving
| Level | Command | Persistence |
|---|---|---|
| Level 1 | "Remember this" | Weak (Current session only) |
| Level 2 | "Save to daily log" | Good (Recent context) |
| Level 3 | "Update MEMORY.md" | Best (Long-term facts) |
| Level 4 | "Add to USER.md" | Strongest (Behavioral rules) |
The Golden Habit: Before closing, say: "Update the daily log and MEMORY.md with what we worked on today, decisions made, and what's pending."
Advanced Configuration
{
"compaction": {
"reserveTokensFloor": 20000,
"memoryFlush": {
"enabled": true,
"softThresholdTokens": 4000,
"prompt": "Write lasting notes to memory/YYYY-MM-DD.md"
}
}
}
Skills
Skills are reusable tool sets that give your agent new capabilities. Reusable and modular.
Weather
Forecast retrieval integration.
Healthcheck
Automated security auditing.
Things
Task management and calendar logic.
Creating Custom Skills
Create a SKILL.md file in your skill folder with this structure:
# My Custom Skill
## What This Does
[Purpose]
## How to Use
- Command 1
- Command 2
## Tools Used
- toolA
| Task Type | Recommended Approach |
|---|---|
| Quick one-off lookup | Direct Execution |
| Complex multi-step project | Sub-Agent Deployment |
| Specialized recurring tool | Custom Skill Creation |
| Ongoing permanent role | Full Dedicated Agent |
Expanding the Brain
- Obsidian: For long-term knowledge and meeting notes.
- Notion/Notes: Via built-in connectors or API skills.
Security First
Never expose API keys in prompts. Run locally so data stays on your machine. Review agent outputs before sending externally.
You have reached the end of the Master Guide. Go forth and build.