docs/ux: startup polish and channel support follow-ups (#4)

* Fix localized startup status text

* Improve startup UX and docs positioning

* Clean up guide section numbering

* Docs: merge remaining channel support notes

---------

Co-authored-by: Tao <dtzp555@gmail.com>
This commit is contained in:
dtzp555-max
2026-03-06 21:10:12 +10:00
committed by GitHub
co-authored by taodeng
parent 1c894d4ee7
commit e0ebe68fb5
7 changed files with 130 additions and 37 deletions
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@@ -51,3 +51,12 @@ That said, your local OpenClaw config contains sensitive information. Follow the
- don't share raw screenshots without redaction
See: `docs/SECURITY.md`.
## Q: 为什么 OCM 暂时不推荐 WhatsApp 的 sub-agent 工作流?
WhatsApp 在 bot / group 自动化、权限边界和稳定路由上限制更多。
OCM 的 sub-agent 模式依赖清晰的会话边界、独立路由和可控权限,因此目前更推荐 Telegram / Discord 这类更容易做隔离的渠道。
如果未来支持 WhatsApp,更可能先从通知或轻量交互开始,而不是多 sub-agent 群聊拓扑。
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@@ -28,3 +28,25 @@ If you share screenshots publicly:
- blur any tokens/keys if visible
This repo contains **redacted + annotated** screenshots under `docs/annotated-screenshots/`.
## Discord safety
Recommended defaults (especially for shared/community servers):
- Prefer **private channels / private threads** as agent boundaries
- Use a strict **allowlist** of channels/threads the bot may respond in
- Avoid giving memory-enabled or high-privilege agents broad public exposure
- Prefer least-privilege Discord permissions for the bot
## Feishu / Lark safety
Feishu is more enterprise-oriented and usually needs stricter permission design:
- Request the smallest permission scope possible
- Treat chat/group visibility as a security boundary
- Prefer separate chats/spaces for different agents to reduce context bleed
## WhatsApp note
WhatsApp is not a recommended target for sub-agent topology workflows. Constraints in bot/group automation make reliable multi-agent isolation and routing harder.
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@@ -2,7 +2,7 @@
> Audience: People who already have OpenClaw running locally (you can run `openclaw status` and read `openclaw gateway logs`).
>
> Goal: Use **OpenClaw Manager (OCM)** to make agent/sub-agent setup and day-to-day ops **visual, safer, and easier to audit**.
> Goal: Use **OpenClaw Manager (OCM)** as an **OpenClaw control panel** for agent setup, routing, health checks, built-in CLI, and safer config changes.
---
@@ -60,7 +60,18 @@ Recommended rule:
---
## 2) Start OCM (macOS)
## 2) First-run mindset
For new users, the first win is not “configure everything” — it is:
1. Confirm OCM found the right OpenClaw directory
2. Confirm the gateway is healthy
3. Confirm you can inspect agents / bindings
4. Confirm the built-in CLI works
That is why Dashboard + Routing + built-in CLI are the most important first-run surfaces.
## 3) Start OCM (macOS)
From the repo directory:
@@ -78,7 +89,7 @@ bash start.sh --host 127.0.0.1
---
## 3) Dashboard: check health first
## 4) Dashboard: check health first
The Dashboard is your “sanity check”:
@@ -92,11 +103,11 @@ Screenshot:
---
## 4) Create a main agent (with its own Telegram bot)
## 5) Create a main agent (with its own Telegram bot)
> Your `main` agent usually exists already. This section is for creating an additional **root agent** that owns its own Telegram bot/account.
### 4.1 BotFather prerequisites
### 5.1 BotFather prerequisites
1) Create a bot
- In Telegram, open **BotFather**
@@ -115,7 +126,7 @@ If group privacy is ON, the bot cant see normal group messages. The symptom o
- “typing…” appears frequently
- sometimes no response at all
### 4.2 Add the agent in OCM
### 5.2 Add the agent in OCM
Go to **Agents**:
@@ -132,15 +143,15 @@ OCM writes the agent + Telegram account/binding into `openclaw.json`.
---
## 5) Create a sub-agent (recommended workflow)
## 6) Create a sub-agent (recommended workflow)
### 5.1 Why a new group per sub-agent
### 6.1 Why a new group per sub-agent
- clean context isolation
- easier debugging
- easy to “turn off” by muting a group
### 5.2 Step-by-step
### 6.2 Step-by-step
In **Agents**`+ Add Sub-Agent`:
@@ -174,14 +185,14 @@ If you use `channels.telegram.allowFrom`, OCM can take “Your Telegram User ID
## 5) Discord workflow (main agent + sub-agent)
## 6.5) Discord workflow (main agent + sub-agent)
OCM also supports Discord:
- **Main agent**: bind to a dedicated **Channel** (channelId)
- **Sub-agent**: bind to a dedicated **Thread** under that channel (threadId)
### 5.1 Add a Discord main agent
### 6.5.1 Add a Discord main agent
Go to **Agents**`+ Add Agent` → set **Channel = Discord**:
@@ -191,7 +202,7 @@ Steps:
1) Create/select a dedicated Discord **channel** (private recommended)
2) Right-click channel → **Copy Link** → paste into the form (auto-parses channelId)
### 5.2 Add a Discord sub-agent (thread-first)
### 6.5.2 Add a Discord sub-agent (thread-first)
Go to **Agents**`+ Add Sub-Agent` → set **Channel = Discord (thread only)**:
@@ -202,7 +213,7 @@ Steps:
2) If it is a private thread, add the bot to the thread
3) Right-click thread → **Copy Link** → paste into the form (auto-parses threadId)
## 6) Verify bindings (Channels)
## 7) Verify bindings (Channels)
Go to **Channels**:
@@ -214,7 +225,7 @@ Here you can quickly validate:
---
## 7) Model settings (Models)
## 8) Model settings (Models)
Go to **Models**:
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@@ -2,7 +2,7 @@
> 面向:已经在本机安装并跑通 OpenClaw 的用户(至少会用 `openclaw status` / `openclaw gateway logs`
>
> 目标: **OpenClaw Manager (OCM)** 把“创建 Agent / Sub-Agent、绑定 Telegram 群、管理模型/认证、看用量、看 cron”这套流程做成可视化、可回溯、低风险
> 目标: **OpenClaw Manager (OCM)** 当成 **OpenClaw 控制台** 来用:管理 Agent、查看 Routing、做健康检查、运行内置 CLI,并更安全地修改配置
---
@@ -54,9 +54,20 @@ OCM 的定位:**把配置变更“可视化 + 可检查 + 可回滚(配合
---
## 2) 启动与进入 OCM
## 2) 第一次使用时最该确认什么
### 2.1 启动(macOS
对新用户来说,第一步不是“先把所有配置都改完”,而是先确认四件事:
1. OCM 找到的是正确的 OpenClaw 目录
2. Gateway 是健康的
3. Agent / Routing 能正常查看
4. 内置终端可以正常跑命令
所以第一次使用时,最重要的页面其实是 Dashboard、Routing 和内置终端。
## 3) 启动与进入 OCM
### 3.1 启动(macOS
在 OCM 目录:
@@ -68,7 +79,7 @@ bash start.sh
> 需要限制只能本机访问:`bash start.sh --host 127.0.0.1`
### 2.2 Dashboard(先看健康状态)
### 3.2 Dashboard(先看健康状态)
建议第一步先看 Dashboard,确认:
- 机器资源(CPU/RAM/DISK
@@ -81,11 +92,11 @@ bash start.sh
---
## 3) 创建主 AgentMain Agent / 独立 Bot
## 4) 创建主 AgentMain Agent / 独立 Bot
> 你的 `main` 一般是默认存在的;这里重点讲“新增一个 **拥有独立 Telegram bot 的主 Agent**”。
### 3.1 BotFather 侧准备(必须)
### 4.1 BotFather 侧准备(必须)
1) 创建 bot
- 在 Telegram 找 **BotFather**
@@ -101,7 +112,7 @@ bash start.sh
> 如果 Group Privacy 没关,bot 在群里看不到普通消息,会表现成“经常 typing 但没输出 / 没反应”。
### 3.2 在 OCM 添加主 Agent
### 4.2 在 OCM 添加主 Agent
进入 **Agents** 页面:
@@ -117,14 +128,14 @@ bash start.sh
---
## 4) 创建 Sub-Agent(最常用)
## 5) 创建 Sub-Agent(最常用)
### 4.1 为什么 Sub-Agent 要用“新群”
### 5.1 为什么 Sub-Agent 要用“新群”
- 让每个 Sub-Agent 有自己独立的对话上下文、任务边界
- 出问题直接在该群排查,不污染主 Agent 的对话
### 4.2 Sub-Agent 创建流程(逐步)
### 5.2 Sub-Agent 创建流程(逐步)
进入 **Agents** 页面 → 点击 `+ Add Sub-Agent`,按引导做:
@@ -157,7 +168,7 @@ OCM 的表单里可以填 “Your Telegram User ID”,让它自动把你的 us
## 5) Discord 工作流(主 Agent + Sub-Agent
## 6) Discord 工作流(主 Agent + Sub-Agent
OCM 也支持 Discord
@@ -185,7 +196,7 @@ OCM 也支持 Discord
2) 如果是 private thread,需要把 bot 拉进 thread
3) 右键 Thread → **Copy Link** → 粘贴到表单(自动解析 threadId)
## 5) 绑定检查(Channels 页)
## 7) 绑定检查(Channels 页)
进入 **Channels**
@@ -199,7 +210,7 @@ OCM 也支持 Discord
---
## 6) 模型管理(Models 页)
## 8) 模型管理(Models 页)
进入 **模型**
@@ -211,7 +222,7 @@ OCM 也支持 Discord
---
## 7) 认证管理(Auth 页)
## 9) 认证管理(Auth 页)
进入 **认证**