Free Guide • 9 Chapters • Production-Ready

The WiseAi Setup Guide

The definitive guide to making your AI agent actually useful. Practical setup, configuration, and real-world examples from production systems.

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What's Inside

Table of Contents

01

Why Most People Fail

I'll be direct: most people install OpenClaw, type "help me write code," get a response, and wonder what the fuss is about. They treat it like ChatGPT with extra steps. Then they uninstall it. Here's why.

The Three Fatal Mistakes

Mistake #1: No workspace identity. You now have a powerful agent runtime with no idea who it is, what it's supposed to do, or how to behave. That's like hiring a senior engineer and giving them no onboarding. Without AGENTS.md and SOUL.md, your agent is a blank slate every single session.

Mistake #2: Treating it as a tool instead of an operator. OpenClaw isn't a CLI tool; it's an agent runtime — a persistent, stateful system that can own workflows end-to-end. A tool waits for you to invoke it. An agent checks your email at 7am, drafts responses, and updates Your CRM — all before you've had coffee.

Mistake #3: Skipping memory architecture. Your agent wakes up fresh every session. The only continuity mechanism is files on disk. If you don't set up a memory system — daily logs, long-term memory, procedural knowledge — your agent is perpetually a day-one employee.

The Mindset Shift: Stop thinking: "How do I get OpenClaw to do X?" Start thinking: "How do I build a system where my agent can figure out X on its own?"

Wait—Is Your Setup Even Valid?

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02

Mental Model: Tools vs Skills vs Agents

Before we configure anything, you need a clean mental model. OpenClaw has three layers, and confusing them causes most configuration headaches.

Layer 1: Tools

Tools are atomic capabilities—the "hands" of your agent. read, write, exec, web_search, browser. These are built into the framework. You don't configure them; you just use them.

Layer 2: Skills

Skills are reusable workflows packaged in skill.md files. A skill is like a recipe. Your agent reads the recipe, gathers the ingredients (tools), and follows the steps. These are markdown files, not code.

# skill.md — Daily Standup Generator
Purpose: Generate a daily standup summary from memory files.
Steps:
  1. Read memory/episodic/YYYY-MM-DD.md (today and yesterday)
  2. Extract: completed, blocked, and planned items
  3. Format as a standup update and save to memory/standups/

Layer 3: Agents

The agent is the orchestrator. It's the model + context + memory + tools + skills. The agent decides when to use which skill and how to respond to situations.

TOOLS.md: The Cheat Sheet

This is where your agent learns from its mistakes. Every time something breaks, document it here so the agent avoids the same pitfall next session.

03

AGENTS.md + SOUL.md Deep Dive

These two files are the most important in your entire setup. Everything else is optional. These are not.

AGENTS.md: The Operating Manual

This file tells your agent how to operate. It handles the "First Run" bootstrap and the mission-critical "Every Session" boot sequence.

Tiered Memory Architecture: Don't load 30 days of logs. Use a Tiered approach: core/ (load always), episodic/ (today + yesterday), semantic/ (load on demand).

SOUL.md: The Identity File

SOUL.md is who your agent is. Use it to define core truths, boundaries, and the "vibe" of your operator. Default to action over hesitation.

USER.md: The Forgotten Third File

Personalized helpfulness requires knowing the user. Timezones, current projects, and specific communication preferences should live here.

04

HEARTBEAT.md for Proactive Agents

A heartbeat is a lightweight, recurring check that makes your agent proactive. Without heartbeats, your agent is just a chatbot waiting for a prompt.

Design Principles for Good Heartbeats

# HEARTBEAT.md (Example)
Check Email: Scan for urgent items only. Summary if found.
Check Health: Verify critical service nodes are UP.
Quiet Hours: 23:00–08:00 (Only escalate truly urgent items)
05

The Cron System

Heartbeats handle awareness. **Cron handles execution.** This is where your agent does real, scheduled work like daily blog post generation or email drip cycles.

# Production crontab examples
0 7 * * * /path/to/daily-blog.sh >> /path/to/logs/blog.log 2>&1
*/10 * * * * cd /path/to/live/site && node refresh-data.js

When to use Systemd instead

If your process needs to run continuously (not periodically), it's a service. Use systemd. It ensures processes restart automatically and survive SSH disconnections.

06

Skills + ClawHub

Writing your own skills in ~/.clawdbot/skills/ is the ultimate workflow customization. A good skill handles failure gracefully and produces consistent, structured output.

ClawHub is the community marketplace for skills. Don't write everything from scratch—install pre-built skills for Research, Content, and Monitoring.

07

Model Selection

The only question that matters: How complex is the task?

Task Complexity Model Tier Examples
Simple/Routine Flash File ops, simple searches
Standard Work Mid-tier Code, content analysis
Reasoning Frontier Novel problems, architecture

Anti-pattern: Using "Frontier" models for everything. You'll burn your budget. Use "Flash" models for heartbeats and routine sub-agent tasks.

08

Real-World Case Study: 13 Days Running Autonomously

Infrastructure is a lagging indicator of systems that work. Here's what 13 days of autonomous operation looks like for a production agent:

The Numbers: 13 days, 100+ comments, 0 security incidents. Cost: ~$25/month in API calls.

09

Troubleshooting Common Failures

"My agent is too generic"

Refine your SOUL.md. If it reads like a job description, your agent will act like it. Give it permission to have opinions.

"Context window fills up"

Audit your tiered memory startup sequence. Only load the core identity and the most recent 24-48 hours of episodic logs.

"Browser automation breaks"

Use TOOLS.md to document site-specific timing issues (e.g., using slowly: true for rich text editors).

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