OpenClaw Setup Onboarding

About you

Let’s start with the people behind the setup.

Full name

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Email address

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Company or organization

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Phone number

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Your website

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Country / region

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Time zone

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Order reference, if already purchased

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Your goals

What should OpenClaw make easier?

The main jobs you want your assistant to do

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What would a successful setup look like?

Approximate number of users

What is broken, and what should happen instead?

What needs to move?

Your environment

Where will your OpenClaw live? “Not sure” is a useful answer.

Hosting provider

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Server location / required data region

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Computer model / hardware

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CPU / disk space, if known

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OpenClaw version, if installed

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Does this system run other important services?

Preferred dashboard hostname, if any

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Network restrictions or proxy requirements

AI & accounts

Choose the model access and cost boundaries that fit your work.

Preferred model or custom endpoint requirements

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Local model hardware and endpoint readiness

Channels & tools

Connect the places you work, with the right people allowed in.

Where do you want to chat with OpenClaw?

Web dashboard

Slack

Discord

Microsoft Teams

Signal

Other / not sure

Channel setup readiness

Who should be allowed to message the assistant?

Tools you want connected

WordPress

Email

Calendar

Google Drive

GitHub

CRM

Webhooks / custom API

None yet

WordPress site URLs and access readiness

Email / calendar provider and intended actions

One priority workflow to test

Any required skills, plugins, or custom tools?

Permissions & data

Agree on boundaries before connecting your assistant.

Capabilities to discuss

Read specific files

Write to approved folders

Run commands in a sandbox

Browser automation

Draft emails / messages

Send approved messages

Update WordPress

Scheduled jobs

Off-limits data, folders, or actions

Data-location or provider restrictions

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Security, privacy, or compliance requirements

Care & handover

Plan the installation, the checks, and what happens afterward.

Preferred backup destination

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Backup frequency, retention, and restore expectations

Preferred start date

Availability and maintenance window

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Handover needs

Written setup guide

Live training

Backup / restore walkthrough

Cost and usage monitoring

Admin access and credential review

How should we verify the work is complete?

Anything else we should know?

Confirm your setup request

Use Back to revisit your answers. Your submission will be saved securely for the OpenClaw911 team. Do not include passwords, API keys, tokens, or other secrets.

Your OpenClaw.Let’s make it yours.

About you

Your goals

Your environment

AI & accounts

Channels & tools

Permissions & data

Care & handover

Confirm your setup request

Your OpenClaw.
Let’s make it yours.