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Add a Skills & Tools picker to the Agent/Sub-Agent creation forms so new agents automatically get useful defaults (memory-continuity, agent-workflow, execution-agent-dispatch, session-logs + fs/runtime/ memory/sessions_spawn/subagents tool groups). Users can expand the collapsible panel to customize, or leave it closed to accept defaults. - Frontend: checkbox grid with quick-action buttons (Default/All/None) - Backend: all 4 creation endpoints accept and persist skills/toolGroups - Bump version to v0.9.4; update DEVLOG, CHANGELOG, README, guides Co-authored-by: Tao <dtzp555@gmail.com> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
335 lines
8.8 KiB
Markdown
335 lines
8.8 KiB
Markdown
# OCM Usage Guide (with screenshots)
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> Audience: People who already have OpenClaw running locally (you can run `openclaw status` and read `openclaw gateway logs`).
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>
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> Goal: Use **OpenClaw Manager (OCM)** as an **OpenClaw control panel** for agent setup, routing, health checks, built-in CLI, and safer config changes.
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---
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## 0) The pain: why OCM exists
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Creating and maintaining OpenClaw agents is powerful, but the “default workflow” is often messy:
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1) **Editing `openclaw.json` is risky**
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- Deep/nested config, many fields.
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- One accidental overwrite can break multiple agents (tokens, bindings, accountIds).
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2) **Sub-agent topology is hard to see**
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- With multiple bots + multiple groups, it’s not obvious which agent is bound to which Telegram peer.
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3) **Model IDs are easy to misconfigure**
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- A wrong `provider/model-id` can silently degrade performance, cause timeouts, or produce “typing…” with no reply.
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4) **Usage and troubleshooting take time**
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- Without tooling, you’re digging through JSONL sessions and gateway logs to answer: “who used tokens?”, “what failed?”, “which provider?”
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OCM’s role: **a zero-dependency local UI** that helps you view and update OpenClaw configuration safely, keep changes auditable, and centralize common ops.
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---
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## 1) Why Telegram groups are the best way to build sub-agents
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Think of it as:
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> **One Telegram group = one agent boundary** (context + purpose + workspace).
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### Benefits
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1) **Clear isolation**
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- Each agent speaks only inside its own group.
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- Less cross-contamination between tasks.
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2) **Controllable context**
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- The group chat is the agent’s input stream.
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- You can keep an agent “clean” by keeping the group focused.
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3) **Natural delegation**
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- A main agent can coordinate; sub-agents can specialize (tech / travel / finance / translation, etc.).
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4) **Auditable**
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- You can see exactly which message triggered which response.
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### Safety / cost: keep groups private
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Recommended rule:
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- **Each agent group should contain only you + the bot** (and optionally your second account).
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- Don’t invite other people:
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- cost: anyone can trigger token usage
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- safety: higher risk of prompt-injection / accidental tool actions
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---
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## 2) First-run mindset
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For new users, the first win is not “configure everything” — it is:
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1. Confirm OCM found the right OpenClaw directory
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2. Confirm the gateway is healthy
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3. Confirm you can inspect agents / bindings
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4. Confirm the built-in CLI works
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That is why Dashboard + Routing + built-in CLI are the most important first-run surfaces.
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## 3) Start OCM (macOS)
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From the repo directory:
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```bash
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bash start.sh
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```
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Then open: <http://localhost:3333>
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Restrict to localhost only:
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```bash
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bash start.sh --host 127.0.0.1
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```
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---
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## 4) Dashboard: check health first
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The Dashboard is your “sanity check”:
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- CPU / RAM / Disk
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- gateway running status
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- agent counts
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Screenshot:
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---
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## 5) Create a main agent (with its own Telegram bot)
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> Your `main` agent usually exists already. This section is for creating an additional **root agent** that owns its own Telegram bot/account.
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### 5.1 BotFather prerequisites
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1) Create a bot
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- In Telegram, open **BotFather**
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- Run `/newbot` → follow prompts → copy the bot token
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2) Allow groups
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- BotFather → your bot → Bot Settings
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- **Allow Groups = ON**
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3) Disable group privacy (critical)
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- BotFather → your bot → Bot Settings → Group Privacy
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- **Group Privacy = OFF**
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If group privacy is ON, the bot can’t see normal group messages. The symptom often looks like:
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- slow replies
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- “typing…” appears frequently
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- sometimes no response at all
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### 5.2 Add the agent in OCM
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Go to **Agents**:
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Click `+ Add Agent` and fill:
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- agent id / name
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- workspace path (recommended: separate folder per agent)
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- model (dropdown is sourced from `openclaw models list`)
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- the BotFather token
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- **Skills & Tools** (optional): expand the collapsible picker at the bottom to customize. By default, new agents get: `memory-continuity`, `agent-workflow`, `execution-agent-dispatch`, `session-logs` as Skills, and `group:fs`, `group:runtime`, `group:memory`, `sessions_spawn`, `subagents` as Tool Groups. Use the quick-action buttons (Default / All / None) to adjust.
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OCM writes the agent + Telegram account/binding + skills + tool groups into `openclaw.json`.
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---
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## 6) Create a sub-agent (recommended workflow)
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### 6.1 Why a new group per sub-agent
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- clean context isolation
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- easier debugging
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- easy to “turn off” by muting a group
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### 6.2 Step-by-step
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In **Agents** → `+ Add Sub-Agent`:
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**Step 1 — Create a Telegram group**
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- private group
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- add only: you + the bot
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**Step 2 — Get the Group ID (peer id)**
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Use gateway logs:
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```bash
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openclaw gateway logs --follow
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```
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Send a message in the new group. In logs you should see something like:
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- `-100xxxxxxxxxx` (Telegram group id)
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**Step 3 — Fill the sub-agent form**
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- choose the Parent Agent (which bot/account to share)
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- paste the Group ID
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- set workspace (recommended: its own folder)
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- choose model
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- **Skills & Tools** (optional): same picker as Add Agent — defaults are pre-selected, expand to customize
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**Step 4 — Allowlist (optional but recommended)**
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If you use `channels.telegram.allowFrom`, OCM can take “Your Telegram User ID” and append it automatically to the allowlist.
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---
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## 6.5) Discord workflow (main agent + sub-agent)
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OCM also supports Discord:
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- **Main agent**: bind to a dedicated **Channel** (channelId)
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- **Sub-agent**: bind to a dedicated **Thread** under that channel (threadId)
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### 6.5.1 Add a Discord main agent
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Go to **Agents** → `+ Add Agent` → set **Channel = Discord**:
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Steps:
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1) Create/select a dedicated Discord **channel** (private recommended)
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2) Right-click channel → **Copy Link** → paste into the form (auto-parses channelId)
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### 6.5.2 Add a Discord sub-agent (thread-first)
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Go to **Agents** → `+ Add Sub-Agent` → set **Channel = Discord (thread only)**:
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Steps:
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1) Create a **thread** under the main channel (one thread per task)
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2) If it is a private thread, add the bot to the thread
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3) Right-click thread → **Copy Link** → paste into the form (auto-parses threadId)
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## 7) Verify bindings (Channels)
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Go to **Channels**:
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Here you can quickly validate:
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- which agent is bound to which Telegram peer
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- whether `main` has the catch-all binding (if you use that pattern)
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---
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## 8) Model settings (Models)
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Go to **Models**:
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Key idea:
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- OCM uses the real CLI model list (`openclaw models list`) for dropdowns.
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- This reduces “invalid model-id” mistakes.
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---
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## 8) Credentials (Auth)
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Go to **Auth**:
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Use this page to:
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- see which provider profiles exist
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- troubleshoot expired/missing tokens
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---
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## 9) Usage stats (Stats)
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Go to **Stats**:
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You can break down usage by:
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- model
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- agent
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- time window
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OCM parses usage from OpenClaw session JSONL files.
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---
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## 10) Actions menu (ops shortcuts)
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The **⚡ Actions** dropdown in the top-right provides common operational shortcuts:
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- Restart Gateway
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- Live Logs
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- Manual Backup / Backups & Rollback
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- NAS Backup Setup
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- Health Check
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- Open Config Dir / Switch OpenClaw Dir
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Screenshot:
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## 10) Cron jobs (Cron)
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Go to **Cron**:
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You can:
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- see scheduled tasks (backup / update / health)
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- run tasks manually
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- enable/disable entries
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---
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## 11) Built-in CLI Terminal
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OCM includes a built-in terminal panel to run OpenClaw CLI commands directly (for example: `openclaw status`, `openclaw gateway logs --follow`, `openclaw doctor`).
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How to open: click **⌨️ Terminal** in the top navigation, or use the bottom CLI panel.
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Highlights:
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- **Tab completion** while typing commands
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- **Common commands** dropdown to insert templates quickly
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- **Favorites**: save frequently used commands and run them with one click
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- **Streaming output** (stdout/stderr) for faster debugging
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Screenshot:
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## 11) Fast troubleshooting
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### “Typing…” but no reply in a Telegram group
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Check (in order):
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1) BotFather: **Group Privacy = OFF**
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2) `openclaw status` (gateway healthy?)
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3) provider auth / rate limit issues (Auth page + gateway logs)
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### Model dropdown doesn’t show a model you expect
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- dropdown comes from `openclaw models list`
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- ensure the model is registered/visible in your OpenClaw environment
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---
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## Notes about screenshots
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All screenshots in this guide are **redacted** (no personal paths, no Telegram IDs).
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They live under `docs/redacted-screenshots/`.
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