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openclaw-studio/docs/ui-guide.md
T
George Pickett d2c10958bc Improve Studio install onboarding for local and cloud setups
Make first-run connection setup explain how users open Studio separately from how Studio reaches OpenClaw, so remote and same-host cloud installs are less confusing for beginners.

Made-with: Cursor
2026-03-05 16:19:54 -08:00

2.8 KiB

Studio UI Guide

This doc describes the current Studio IA and behavior.

Connection Onboarding

First-run connection screen

  • Studio now uses a full-screen connection flow before agent data loads.
  • The onboarding teaches two separate links:
    1. Browser -> Studio
    2. Studio -> OpenClaw
  • The screen offers three setup branches:
    1. Everything on this computer
    2. Studio here, OpenClaw in the cloud
    3. Studio and OpenClaw on the same cloud machine

Core rule

  • localhost always means the Studio host.
  • If Studio and OpenClaw share a machine, the upstream should usually stay at ws://localhost:18789, even if that machine is a VPS.

Gateway connection actions

  • Connection fields are now draft-based rather than saved on every keystroke.
  • The user can:
    • Save settings
    • Test connection
    • Disconnect the live Studio runtime
  • Saved gateway tokens remain server-custodied; the browser sees whether a token is already stored, but not the token itself.

Advanced connection editing

  • The top-right plug menu still exposes Gateway connection settings.
  • That panel is now an advanced edit surface for saved-vs-draft review, testing, and reconnecting after onboarding.

Agent Surfaces

Chat (default)

  • Selecting an agent opens chat as the primary workspace.
  • Chat header controls include:
    • New session
    • Personality shortcut
    • Settings shortcut
  • New session resets the current agent session and clears visible transcript state in Studio.

Settings Sidebar

  • The settings cog opens one sidebar with four tabs:
    1. Personality
    2. Capabilities
    3. Automations
    4. Advanced

Personality

  • Personality is the first tab when opening settings.
  • Rename agent lives in Personality.
  • Personality file tabs are intentionally limited to:
    • Personality (SOUL.md)
    • Instructions (AGENTS.md)
    • About You (USER.md)
    • Identity (IDENTITY.md)
  • Underlying persistence still saves the full gateway-backed agent file set.

Capabilities

  • Capabilities exposes direct controls (no role preset labels):
    • Run commands: Off / Ask / Auto
    • Web access: Off / On
    • File tools: Off / On
  • Skills and Browser automation are visible as coming-soon toggles.

Automations

  • User-facing language is schedules/automations (not cron-first terminology).
  • Schedule creation uses template -> task -> schedule -> review flow.
  • Heartbeats are represented in this tab as coming soon.

Advanced

  • Advanced contains:
    • Display toggles (Show tool calls, Show thinking)
    • Open Full Control UI
    • Delete agent (danger zone)
  • Session controls are not in Advanced.

Agent Creation Defaults

  • Create modal captures only name/avatar.
  • After creation, Studio applies permissive defaults:
    • Commands: Auto
    • Web access: On
    • File tools: On
  • Post-create UX keeps chat as primary and auto-opens Capabilities sidebar for onboarding.