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Onboarding

A first run does not open the wizard. OpenCrabs goes straight to the chat, with its built-in provider already provisioned and the agent greeting you. The onboarding wizard is opt-in: run opencrabs --onboard, or /onboard from inside a session.

Video walkthroughs are on the Onboarding Videos page.

First Run: You Land In The Chat

There is no wizard on a fresh install. OpenCrabs opens the chat, brings the built-in provider online and says hello:

  1. config.toml and keys.toml are written from the shipped example if they are not there yet.
  2. [providers.opencrabs] is turned on. The example ships it disabled, so this is what makes it the active provider.
  3. The install asks inference.opencrabs.com for its own token and saves it in keys.toml. The token is reused on every later launch, so this happens once.
  4. The agent reads its brain files and greets you with the model it is running on.

If the token request fails (offline, proxy unreachable), you still land in a working chat with a line saying what happened. Type /onboard to pick another provider, or fix the connection and restart. Onboarding is only marked complete once the built-in provider actually came up, so the next launch retries instead of leaving you on a chat with no provider.

What You Get Without Any Setup

CapabilityModelNotes
Chatdeepseek-v4.1-flash200k context, fixed
Visiondeepseek-v4.1-flashAttach an image and it works
Image generationgemini-2.5-flash-imageServed on the image route only, never as a chat model
Voice inqwen3.8-omni-flashA voice note is transcribed and answered in text
Voice outnot servedNeeds another TTS engine, see Voice

Free, no account, no key to paste, no usage caps during the experimental phase. The proxy rate limits abuse (request floods, bulk install minting) and normal use does not hit it. Requests go to inference.opencrabs.com, which forwards them to the upstream model host. Full detail, including where the token lives and how to leave: OpenCrabs (built in).

To move to another provider later, type /models and pick one, or run /onboard and choose Advanced.

Quick Start (the wizard, 1 minute)

The wizard is opt-in: opencrabs --onboard before the first launch, or /onboard inside a session. Pick QuickStart to keep the defaults and skip channel and voice setup.

StepAction
1. ModeArrow to QuickStart, hit Enter
2. WorkspaceHit Enter to accept the default path
3. ProviderArrow to the provider you want, hit Enter. OpenCrabs (built in) needs no key; anything else asks for one
4. API KeyOnly for a provider that needs one. Paste it (Cmd+V / Ctrl+V), hit Enter. The model list loads live
5. ModelArrow to your model, hit Enter
6. DaemonArrow to select whether to run as a background daemon, hit Enter
7. Vibe CheckAll checks should show ✅. Hit Enter
8. About YouWrite something about yourself. The more the agent knows, the better. Hit Enter
9. About AgentWrite something about the agent’s personality. Hit Enter
10. ChatYou’re in. The agent greets you and asks only what is still missing

Advanced Setup (7 minutes)

Full setup with Telegram, local voice, vision, and image generation.

StepAction
1. ModeArrow to Advanced, hit Enter
2. WorkspaceHit Enter to accept the default path
3. ProviderArrow to your provider (e.g. z.ai), hit Enter. Arrow down to select a plan, hit Enter
4. API KeyPaste your key, hit Enter. Model list loads live
5. ModelArrow to your model, hit Enter
6. ChannelsArrow to Other, hit Space to select Telegram, hit Enter. Paste your bot token, follow the instructions to get your chat ID, hit Enter. Select mention mode, hit Enter. Once it says Connected, hit Enter again. Arrow down to Continue, hit Enter
7. STTSelect Local, hit Enter. Pick model size (e.g. tiny for speed), hit Enter
8. TTSSelect Local again, hit Enter. Pick a voice (e.g. Ryan), hit Enter. Wait for the model download, arrow down to Continue, hit Enter
9. ImageHit Space to select Vision and Image Generation, hit Enter. Paste your Gemini API key, hit Enter
10. DaemonArrow to select whether to run as background daemon, hit Enter
11. Vibe CheckAll checks should show ✅. Hit Enter
12. About YouWrite something about yourself, the more the agent knows, the better. Hit Enter
13. About AgentWrite something about the agent’s personality. Hit Enter
14. ChatYou’re in. Start talking to your agent

Onboarding Flow

The wizard is a keyboard-driven TUI with 8 steps. Navigate with arrow keys, Tab to advance, Esc to go back.

StepScreenWhat you do
1Mode SelectChoose QuickStart (skip channels) or Advanced
2WorkspacePick a working directory for file operations
3Provider & AuthSelect provider → paste API key → pick model (fetched live)
4ChannelsSpace to toggle channels on/off → Enter on each to configure
5VoiceSTT provider (Groq, local Whisper, or off) + TTS voice
6ImageVision toggle + generation model + API key
7DaemonInstall background daemon (optional)
8Brain SetupAuto-generate SOUL.md from your profile

Channel Setup (Step 4)

The channels screen lists 5 integrations: Telegram, Discord, WhatsApp, Slack, Trello.

  • Space toggles a channel on/off
  • Enter on an enabled channel opens its setup screen (token, IDs, allowlists)
  • Enter on Continue or Tab skips to the next step
  • Each channel setup screen has a Test Connection button

See Channels Overview for the full navigation guide.

Re-running Setup

You can jump to any step without re-running the full wizard:

CommandStep
/onboardFull wizard
/onboard:providerProvider & model selection
/onboard:channelsChannel picker
/onboard:voiceVoice setup
/onboard:imageImage setup
/onboard:brainBrain file generation

After onboarding, your agent boots up and introduces itself. It reads its brain files (SOUL.md, AGENTS.md, TOOLS.md) and starts a conversation.

Bootstrap

On the very first run, the agent goes through a bootstrap phase:

  • Gets to know you (name, preferences, work style)
  • Establishes its identity (name, personality, emoji)
  • Opens SOUL.md together to discuss values
  • Sets up USER.md with your profile

The bootstrap file (BOOTSTRAP.md) deletes itself when complete.

Migrating From Another Tool

Already using ClaudeCode, OpenClaw, Hermes, or any other AI agent harness? Your agent can migrate your existing data (memory, skills, custom commands, preferences) into its own brain files using natural language. No manual file shuffling needed.

This works with any agent or coding harness that stores config locally. The migration searches your filesystem for the other tool’s config directories, reads their contents, and maps them into OpenCrabs’ own brain file format (SOUL.md, USER.md, TOOLS.md, MEMORY.md, AGENTS.md, CODE.md).

Hand-Held Migration

If you want to review what gets migrated before it happens:

Search for my ClaudeCode/OpenClaw/Hermes data locally (or any other agent harness I was using) and audit a migration to our own brain files, report back once its done, execute when I confirm and approve.

The agent will:

  1. Search your filesystem for the other tool’s config directories
  2. Read and parse all relevant files (memory, commands, skills, preferences)
  3. Produce an audit showing exactly what maps where
  4. Wait for your confirmation
  5. Execute the migration and report a full breakdown

Autonomous Migration

If you just want it done:

Search for my existing agent/harness data locally and migrate anything to our own brain files, no need my approval, just go, plan and execute, report back once its done with a full breakdown.

The agent skips the audit step, plans the migration internally, executes it, and gives you a summary of everything that moved.

What Gets Mapped

SourceDestinationExample
Memory / CLAUDE.md / context filesMEMORY.mdProject decisions, past context
Custom commandscommands.tomlSlash commands and their definitions
Skills / agent instructionsAGENTS.md, TOOLS.mdWorkflow rules, tool configs
User preferences / profileUSER.mdName, timezone, coding style
Coding standards / linting rulesCODE.mdStyle guides, conventions

Tip: Run migration right after onboarding while the context is fresh. The agent already has your USER.md and SOUL.md from the wizard, so it can merge intelligently instead of overwriting.

Key Commands

CommandDescription
/helpShow all available commands
/modelsSwitch provider or model
/newCreate a new session
/sessionsSwitch between sessions
/cdChange working directory
/compactManually compact context
/evolveDownload latest version
/rebuildBuild from source
/approveSet approval policy

Approval Modes

Control how much autonomy the agent has:

ModeBehavior
/approveAsk before every tool use (default)
/approve autoAuto-approve for this session
/approve yoloAuto-approve always (persists)

Working Directory

The agent operates within a working directory for file operations. Change it with:

  • /cd command in chat
  • Directory picker in the TUI (Tab to select)
  • config_manager set_working_directory tool

The working directory is persisted per-session. Switching sessions restores the directory automatically.

Model Filter Hint (v0.3.78)

The onboarding model picker now always renders a filter hint above the model list (“Type to filter…”). Previously, the hint only appeared after you started typing, so users did not know filtering was available. Additionally, an exactly-typed model ID now beats a substring match: if you type claude-opus-4-8 exactly, it selects that model even if other models contain the same substring.