π’ Client & Basics
Core client details β these populate all templates and config files.
Client Details
OpenClaw Install Paths
The machine user's home dir β all paths derive from this
Usually ~/.openclaw β auto-set from home dir
Orchestrator Identity
The orchestrator is the "main" agent β the brain that delegates to specialists. Give it a name and personality.
π€ Agent Roster
Define the specialist agents. The orchestrator (main) is auto-included. Add specialists below.
Each agent gets its own workspace, Discord channel binding, and personality. The 8-Pillar XoomAgentβ’ standard includes: Orchestrator (CEO), Customer Success (CSAT), Growth (BDM), Finance (CFO), Automation (OPS), HR & People (PEOPLE), Media Hub (MEDIA), Data & Analytics (INTEL).
+ Add Specialist Agent
Quick Presets
π¬ Discord & Channel Bindings
Configure the Discord bot connection and map channels to agents.
Discord Bot Setup
Stored as-is in openclaw.json β keep secure
Channel Bindings β map Discord channels to agents
Create these channels in Discord first, then paste their IDs here. Each specialist gets their own channel.
+ Add Binding
Key Channel IDs β for cron delivery targets
βοΈ Gateway Config
Core openclaw.json operational settings β the engine tuning.
Agent Defaults
Compaction & Memory Flush
When context gets large, OpenClaw compacts (summarises) old messages. Memory flush saves important context to disk files before compaction happens β so nothing gets lost.
Kept for system prompt
Recent messages preserved
Trigger memory flush at this level
Subagent Limits
Tools & Security
π Workspace Files
Template workspace files that define how the AI behaves. These go in the main workspace directory.
SOUL.md β personality & communication style
AGENTS.md β operating instructions
USER.md β client profile (auto-generated)
This is auto-generated from your Client & Basics settings. You can customise it further after export.
π USER.md (preview)
Fill in Client & Basics to see preview...
HEARTBEAT.md β proactive check schedule
π§ Memory & QMD
Persistent memory structure and semantic search setup.
Memory Directory Structure
These directories and seed files are created automatically during deployment. The agent writes to them over time.
π Directory Tree
workspace/
βββ AGENTS.md
βββ SOUL.md
βββ IDENTITY.md
βββ USER.md
βββ MEMORY.md β long-term core (16KB max)
βββ HEARTBEAT.md β proactive check config
βββ ORCHESTRATOR.md β delegation rules
βββ TOOLS.md β tool notes, credentials
βββ memory/
β βββ YYYY-MM-DD.md β daily logs (auto-created)
β βββ pipeline.md β deal tracking
β βββ infra.md β infrastructure notes
β βββ pending.md β action items
β βββ heartbeat-state.json β check timestamps
βββ scripts/
β βββ context-flush.sh β memory management
βββ dashboard/
β βββ tasks.json β task board data
β βββ sync.sh β R2 sync script
βββ skills/
βββ context-flush/
βββ SKILL.md
QMD Setup β semantic memory search
QMD (Query Memory Documents) indexes all memory files for semantic search. The agent uses
qmd search "topic" to retrieve relevant context on demand.Auto-configured β QMD indexes the workspace/memory/ directory
π QMD Setup Commands
# Set in openclaw.json:
# "memory": { "backend": "qmd" }
# Re-index after adding memory files:
XDG_CONFIG_HOME={{OC_BASE}}/agents/main/qmd/xdg-config \
XDG_CACHE_HOME={{OC_BASE}}/agents/main/qmd/xdg-cache \
qmd update
# Search memory:
qmd search "topic name"
MEMORY.md Seed β starting long-term memory
π Scripts
Operational scripts that power automated maintenance.
context-flush.sh β agent memory management
This script scans all agent sessions, identifies bloated contexts, and outputs machine-readable lines for the cron agent to process. It handles tombstone cleanup, token counting, session resets, and QMD re-indexing.
π scripts/context-flush.sh
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Dashboard Sync β optional R2 task board
If you're using the R2-hosted dashboard for task management, this syncs completions back to the local tasks.json.
β° Cron Jobs
Select which automated jobs to include. Toggle categories or individual crons.
π¦ Export & Deploy
Generate your deployment package. Review each component, then copy or download.
π Deployment Summary
Click "Generate Export" to build your deployment package.
openclaw.json
Generate export first...
Generate export first...
Cron Installation Commands
Generate export first...
Setup Shell Script
Run this on the target machine after installing OpenClaw. It creates the directory structure and writes all workspace files.
Generate export first...