
Claude By Kai · A Tutorial by Kai Isaac
The Complete Claude
Mastery Guide
Four self-contained tutorials. Each takes you from complete beginner to advanced user. Pick one product and master it, or work through all four sequentially.

Section 1: Claude Chat
Your conversational AI assistant — from first message to power user
Claude Chat is the conversational interface to Anthropic's Claude AI. It is available at claude.ai in your web browser and through the Claude Desktop app. Claude Chat is where most users begin their journey. It allows you to have natural language conversations with Claude, upload documents and images for analysis, generate code and documents as "Artifacts," organize work into Projects, and connect to external data sources. This section takes you from your very first message to mastering every feature Claude Chat offers.
What You Need Before Starting
- A web browser — Chrome, Firefox, Safari, or Edge (any modern browser works)
- An email address — to create your free Claude account
- No programming experience required — Claude Chat is entirely point-and-click
- Optional: A Claude Pro ($20/month) or Max ($100-200/month) subscription for higher usage limits and access to all models
Beginner: Getting Started with Claude Chat
This beginner section walks you through creating your account, understanding the interface, choosing the right model, and having your first productive conversations. By the end, you will be comfortable using Claude Chat for everyday tasks.
Create Your Claude Account
Go to claude.ai and click "Sign Up" in the top right corner. You can sign up with your email address, Google account, or Apple ID. The free tier gives you access to Claude Sonnet with limited daily messages. No credit card is required.
Understanding Claude's Plans
- Free — Access to Claude Sonnet, limited messages per day, basic features
- Pro ($20/month) — 5x more usage, access to Claude Opus, Projects, Styles, extended thinking
- Max 5 ($100/month) — 20x more usage than Pro, CoWork features, higher priority
- Max 20 ($200/month) — Highest usage limits, all features, priority access
Understand the Interface
Once logged in, you will see the main chat interface. Here is what each part does:

- Left sidebar — Your conversation history. Click any past chat to continue it.
- Center area — The main conversation. Messages appear here as you chat.
- Message box (bottom) — Where you type your prompts. Press Enter or click the arrow to send.
- Model selector (top right) — Choose which Claude model to use (Haiku, Sonnet, or Opus).
- Attachment button (paperclip) — Upload files, images, or documents for Claude to analyze.
Choose the Right Model
Claude comes in three model sizes. Each is optimized for different tasks. Choosing the right model saves you time and money.
| Model | Best For | Speed | Access |
|---|---|---|---|
| Claude 3.5 Haiku | Quick questions, simple tasks, brainstorming | Fastest | All plans |
| Claude 4 Sonnet | General use, writing, coding, analysis | Fast | All plans |
| Claude 4 Opus | Complex reasoning, research, long documents | Slower | Pro & Max |
How to Switch Models
Click the model name in the top-right corner of the chat window. A dropdown appears showing all available models. Select the one you want. Your choice persists until you change it again. Start with Sonnet for most tasks — it offers the best balance of speed and intelligence.
Have Your First Conversation
Type a message in the text box and press Enter. Here are some great first prompts to try:
"Explain what an API is as if I'm 10 years old"
"Summarize the pros and cons of remote work in a table"
"Write a professional email declining a meeting invitation"
"I uploaded a screenshot of an error message — what does it mean?"Key tip: The more specific your prompt, the better Claude's response. Instead of "write an email," try "write a professional email to my manager requesting Friday off, keeping it brief and polite."
Upload Files and Images
Click the paperclip icon next to the message box, or simply drag and drop files into the chat. Claude can analyze:
- Documents — PDF, Word, text files (up to 30MB per file)
- Images — Screenshots, photos, diagrams (PNG, JPG, WebP)
- Spreadsheets — CSV, Excel files for data analysis
- Code files — Any programming language for review or debugging
Example: Upload a PDF contract and ask "Summarize the key terms and highlight anything unusual."
Intermediate: Power Features
Now that you are comfortable with basic conversations, it is time to unlock Claude's power features: Artifacts for rich output, extended thinking for complex reasoning, and Projects for organized work.
Generate Artifacts
Artifacts are standalone pieces of content that Claude creates in a separate panel to the right of the chat. They are interactive and downloadable. Artifacts are automatically created when you ask Claude to produce:
- Code — Full programs with syntax highlighting and a "Copy" button
- Documents — Formatted reports, essays, or guides
- Diagrams — Flowcharts, architecture diagrams (using Mermaid or SVG)
- Web pages — Live-preview HTML/CSS/JS that renders in the panel
- Spreadsheets — Data tables you can download as CSV

How to Trigger an Artifact
Simply ask Claude to create something substantial. For example: "Create a Python script that converts CSV to JSON" or "Build an HTML landing page for a coffee shop." Claude automatically decides when to use an Artifact versus inline text. You can also explicitly say "Create this as an Artifact."
Use Extended Thinking
Extended thinking (Pro and Max plans) lets Claude "think out loud" before answering. This produces significantly better results for complex problems like math, logic, coding architecture, and multi-step analysis.
How to enable it: Look for the lightbulb or brain icon near the model selector. Click it to toggle extended thinking on. When enabled, Claude will show a "Thinking..." section before its response, revealing its reasoning process.
When to Use Extended Thinking
- Use it for: Complex math, multi-step logic, code architecture decisions, research synthesis, strategic planning
- Skip it for: Simple questions, casual conversation, quick edits, translations — it adds latency without benefit
Search Past Conversations
As you accumulate conversations, use the search bar at the top of the left sidebar to find past chats. Type keywords from any conversation and Claude will surface matching results. You can also star important conversations by clicking the star icon to pin them for quick access.
Advanced: Projects & Memory
Projects and Memory transform Claude from a simple chatbot into a persistent, context-aware assistant that remembers your preferences and understands your work.
Create and Use Projects
Projects (Pro and Max plans) are workspaces where you can group related conversations and provide persistent context. Think of a Project as a "briefing folder" that Claude reads before every conversation within it.
How to create a Project:
- Click "Projects" in the left sidebar
- Click "New Project"
- Give it a name (e.g., "Marketing Campaign Q2")
- Add custom instructions — these are read by Claude at the start of every conversation in this Project
- Upload context files — documents, style guides, data files that Claude should reference
Project Custom Instructions — Examples
"You are helping me write blog posts for my tech startup.
Our brand voice is casual but authoritative.
We target software developers aged 25-40.
Always include code examples when relevant.
Our company name is 'DevFlow' — never abbreviate it."Enable and Use Memory
Memory allows Claude to remember facts about you across conversations. When enabled, Claude automatically saves relevant details (your name, preferences, work context) and uses them in future chats.
How to enable Memory:
- Click your profile icon (bottom-left)
- Go to Settings → Memory
- Toggle Memory on
- You can view, edit, and delete individual memories at any time
Example: Tell Claude "I'm a Python developer who prefers type hints and pytest for testing." In future conversations, Claude will automatically use type hints and pytest without you asking.
Expert: Connectors & Styles
Connect External Data Sources
Connectors (Max plans) let Claude pull live data from your existing tools. Instead of manually uploading files, Claude can directly search and read from:
- Google Drive — Access your Docs, Sheets, and Slides
- Notion — Search your workspace pages and databases
- Confluence — Read your team's documentation
- Intercom — Access customer support data
How to connect: Go to Settings → Connectors → Click the service you want → Authorize access. Once connected, Claude can reference your data in any conversation.
Create Custom Styles
Styles let you control how Claude writes. Instead of repeating "be concise" or "use formal language" in every conversation, you create a Style preset that applies automatically.
Built-in Styles:
- Normal — Claude's default balanced tone
- Concise — Short, direct answers with minimal explanation
- Explanatory — Detailed answers with context and examples
- Formal — Professional, polished language
Create your own: Go to Settings → Styles → Create Style. Describe how you want Claude to communicate. For example: "Write like a senior software engineer reviewing code — be direct, point out issues clearly, suggest specific fixes."
Master the 200K Context Window
Claude can process up to 200,000 tokens (roughly 150,000 words or 500 pages) in a single conversation. This means you can upload entire books, codebases, or research papers and ask questions about them.
Context Window Best Practices
- Front-load important context — Put the most critical information at the beginning of your prompt
- Be specific about what to focus on — "In section 3 of the uploaded document, explain..."
- Use Projects for recurring context — Don't re-upload the same files every conversation
- Watch for degradation — Very long conversations can lose coherence; start a new chat when needed
Claude Chat Mastery Checklist
Track your progress through every Claude Chat skill. Check items off as you complete them — your progress is saved automatically.
Learning Checklist
0% CompleteBeginner
Intermediate
Advanced
Expert

Section 2: Claude CoWork
Delegate real tasks to Claude — it works on your computer while you do other things
Claude CoWork is a feature of the Claude Desktop app that lets Claude work independently on your computer. Unlike Chat (where you go back and forth), CoWork lets you assign a task and walk away. Claude reads files on your desktop, creates documents, browses the web, and even controls your mouse and keyboard. It is available on Max plans ($100-200/month).

What You Need Before Starting
- Claude Desktop app — Download from claude.com/download
- Max plan subscription — CoWork requires Max 5 ($100/month) or Max 20 ($200/month)
- macOS or Windows — CoWork works on both operating systems
- No programming experience required — CoWork is entirely GUI-based
Beginner: Your First CoWork Task
Install Claude Desktop
Go to claude.com/download and download the app for your operating system. Install it like any other application. Sign in with your Claude account.
Windows Installation Note
On Windows, Claude Desktop installs as an MSIX package. If your organization blocks MSIX installs, you may need IT approval. The app auto-updates, so you always have the latest version.
Create Your First CoWork Task
CoWork tasks are folder-based. You create a folder on your desktop, put relevant files in it, and tell Claude what to do.
- Open Claude Desktop
- Click the "CoWork" tab (or look for the task icon)
- Click "New Task"
- Select a folder on your computer that contains the files Claude should work with
- Type your task description — be specific about what you want Claude to produce
- Click "Start" — Claude begins working independently

Review and Approve Output
When Claude finishes, it presents its output for your review. You can:
- Accept — Save the output to your folder
- Request changes — Tell Claude what to modify
- Reject — Discard and start over
Example task: "I have 5 meeting transcripts in this folder. Create a summary document highlighting all action items, organized by team member, with due dates."
Intermediate: Dispatch (Remote Control)
Dispatch is CoWork's remote control feature. It lets you send tasks to your desktop computer from your phone. Your computer must be on and Claude Desktop must be running, but you can be anywhere in the world.
Set Up Dispatch
- Open Claude Desktop on your computer
- Go to Settings → Dispatch
- Click "Enable Dispatch"
- A QR code appears on screen
- Open the Claude mobile app on your phone and scan the QR code
- Your phone is now paired to your desktop

Send Tasks from Your Phone
Once paired, you can send tasks from the Claude mobile app. Claude executes them on your desktop computer.
Example Dispatch Tasks
- "Open my Downloads folder and organize all PDF files into subfolders by date"
- "Find the Q1 report on my desktop and email a summary to my team"
- "Create a PowerPoint presentation from the meeting notes in my Documents folder"
- "Check my calendar for tomorrow and create a preparation checklist"
Advanced: Computer Use (Preview)
Computer Use is an experimental feature that gives Claude the ability to see your screen, move your mouse, type on your keyboard, and interact with any application — just like a human would. It is currently in preview.

Enable Computer Use
- Open Claude Desktop → Settings
- Navigate to CoWork → Computer Use
- Toggle "Allow Computer Use" on
- Grant the required screen recording and accessibility permissions
- Choose your permission level: Ask every time (safest) or Allow automatically
Safety Warning
Computer Use is powerful but risky. Claude can click buttons, fill forms, and navigate websites on your behalf. Always start with "Ask every time" permission so you can review each action before Claude executes it. Never enable automatic permissions for sensitive tasks like banking or email.
Use Cases for Computer Use
- Web research — "Open Chrome, search for competitor pricing, and compile a comparison spreadsheet"
- Data entry — "Open this Excel file and enter the data from these invoices"
- App navigation — "Open Photoshop and resize all images in this folder to 800x600"
- Email triage — "Open Gmail, read my unread emails, and draft replies for the urgent ones"
Expert: Plugins, Skills & Scheduling
Install and Use Plugins
Plugins extend CoWork's capabilities by connecting to external services. They let Claude interact with tools like Zapier, Slack, GitHub, and more without needing Computer Use.
How to install: Go to Settings → Plugins → Browse available plugins → Click "Install" → Authorize access.
Create Custom Skills
Skills are reusable task templates. Instead of writing the same detailed prompt every time, you save it as a Skill and invoke it with a single command.
Example: Daily Email Triage Skill
Skill Name: Daily Email Triage
Description: Check inbox, categorize emails, draft responses
Instructions:
1. Open my email inbox
2. Read all unread emails from the last 24 hours
3. Categorize each as: Urgent, Follow-up, FYI, or Spam
4. Draft replies for all "Urgent" emails
5. Create a summary document with all categories
6. Save to my Desktop/Daily-Reports folderSchedule Recurring Tasks
Set tasks to run automatically on a schedule. This turns Claude into a background assistant that handles routine work without you initiating it.
- Daily — "Every morning at 8am, check my email and create a priority list"
- Weekly — "Every Friday at 5pm, compile a weekly status report from my project files"
- On trigger — "Whenever a new file appears in my Downloads folder, organize it"
Claude CoWork Mastery Checklist
Track your progress through every CoWork skill.
Learning Checklist
0% CompleteBeginner
Intermediate
Advanced
Expert

Section 3: Claude Code
An agentic coding assistant that lives in your terminal — from first install to autonomous systems
Claude Code is Anthropic's command-line coding tool. Unlike Claude Chat (which runs in a browser), Claude Code runs in your terminal and can directly read, write, and execute code on your computer. It understands your entire codebase, runs tests, manages git, and can even browse the web. This section covers 11 mastery levels (L0 through L10), taking you from your first install to building autonomous agent systems.

What You Need Before Starting
- macOS or Linux — Claude Code runs natively on both (Windows via WSL)
- Node.js v18+ — Required runtime. Download from nodejs.org
- A terminal — Terminal.app (Mac), iTerm2, or VS Code's integrated terminal
- An Anthropic account — Either a Max plan or an API key with credits
- Basic comfort with typing commands — You don't need to be a programmer, but you should be able to type in a terminal
Beginner: Levels 0-2 — Install, Prompt, Connect
Level 0 — Basic Prompting
You type prompts and hope for the best. This is where everyone starts.
Install Claude Code
Open your terminal and run:
npm install -g @anthropic-ai/claude-codeThen navigate to any project folder and launch it:
cd ~/my-project
claudeClaude Code will ask you to authenticate. Follow the prompts to log in with your Anthropic account. Once authenticated, you will see a prompt where you can start typing commands.
Learn Essential Slash Commands
These are the commands you will use every session:
| Command | What It Does | When to Use |
|---|---|---|
| /help | Shows all available commands | When you forget a command |
| /cost | Shows token usage and cost | To monitor spending |
| /compact | Compresses conversation history | When context gets long |
| /init | Generates a CLAUDE.md file | First time in a project |
| /memory | View/edit auto-saved memories | To check what Claude remembers |
Level 1 — CLAUDE.md & the .claude Directory
You have a CLAUDE.md file. You know /compact and /cost. You understand the .claude directory structure.
Create and Configure CLAUDE.md
CLAUDE.md is the most important file in your project. It tells Claude about your project's architecture, coding standards, and how to work with your codebase. Run /init to generate one automatically, then customize it.
# Project: My Web App
## Architecture
- React 19 frontend with TypeScript
- Express.js backend with PostgreSQL
- Tailwind CSS for styling
## Build & Test Commands
- `npm run dev` — Start development server
- `npm test` — Run test suite
- `npm run lint` — Check code quality
## Coding Standards
- Use functional components with hooks (no class components)
- All functions must have TypeScript types
- Use async/await (never raw Promises)
- Tests go in __tests__/ directories next to source filesCLAUDE.md Loading Priority
Claude reads CLAUDE.md files in this order (later files override earlier ones):
- ~/.claude/CLAUDE.md — Your personal global preferences (applies to all projects)
- Project root CLAUDE.md — Project-specific instructions
- Subdirectory CLAUDE.md — Overrides for specific folders
- .claude/rules/*.md — Path-scoped rules that apply only to matching file patterns
Understand the .claude Directory
The .claude/ directory is the brain of your Claude Code setup. Here is the complete structure:
.claude/
├── settings.json # Permissions: allow/deny tool patterns
├── rules/ # Path-scoped rules (e.g., "*.test.ts" rules)
├── commands/ # Custom slash commands (Markdown + frontmatter)
├── skills/ # Reusable workflow templates
├── agents/ # Custom subagent definitions
└── mcp.json # MCP server configurationsLevel 2 — MCP Servers
You connected MCP servers. Slack, Notion, Drive — pulling live data into Claude.
Connect MCP Servers
MCP (Model Context Protocol) lets Claude connect to external tools and services. Think of MCP servers as plugins that give Claude new abilities — reading Notion pages, posting to Slack, querying databases.
# Add an MCP server (example: filesystem access)
claude mcp add filesystem -s user -- npx -y @anthropic-ai/mcp-filesystem ~/Documents
# List all connected servers
claude mcp list
# Remove a server
claude mcp remove filesystemPopular MCP Servers to Start With
- @anthropic-ai/mcp-filesystem — Read/write files outside the project directory
- Notion MCP — Search and read your Notion workspace
- Slack MCP — Read channels and send messages
- GitHub MCP — Manage issues, PRs, and repositories
- Playwright MCP — Browser automation (screenshots, scraping, form filling)
Intermediate: Levels 3-5 — Skills, Context, Subagents
Level 3 — Custom Skills
You built custom skills. Repeatable workflows, one command.
Create Custom Skills
Skills are Markdown files with YAML frontmatter that define reusable workflows. They live in .claude/skills/.
---
name: component
description: Create a new React component with tests
arguments:
- name: ComponentName
description: Name of the component (PascalCase)
---
# Create React Component: $ComponentName
1. Create `src/components/$ComponentName/$ComponentName.tsx`
2. Create `src/components/$ComponentName/$ComponentName.test.tsx`
3. Export from `src/components/index.ts`
4. Follow project coding standards from CLAUDE.mdInvoke it: Type /component UserProfile and Claude creates the full component with tests.
Level 4 — Context Engineering
You have memory files, patterns, examples. You engineer context deliberately.
Master Context Engineering
Context engineering is the practice of deliberately shaping what information Claude sees. It is the single most impactful skill for getting better results from any AI tool.
The Four Pillars of Context Engineering
- Provide examples, not just rules — Show Claude a code sample that follows your style, don't just describe the style
- Use path-scoped rules — Put rules in
.claude/rules/with glob patterns so they only apply to relevant files - Minimize noise — Don't dump your entire codebase into context. Use @imports to reference specific files
- Layer context — Global preferences in ~/.claude/CLAUDE.md, project rules in project CLAUDE.md, file-specific rules in .claude/rules/
# .claude/rules/tests.md
---
globs: ["**/*.test.ts", "**/*.spec.ts"]
---
When writing tests:
- Use describe/it blocks (not test())
- Mock external dependencies with vi.mock()
- Test edge cases: empty input, null, undefined
- Aim for >80% coverage on new codeLevel 5 — Subagents & Chaining
Multi-phase skills. Subagents. Systems that chain together.
Create Custom Subagents
Subagents are specialized AI assistants that Claude can delegate tasks to. They run in isolated contexts with their own instructions and tool permissions.
# .claude/agents/security-reviewer.md
---
name: security-reviewer
description: Reviews code for security vulnerabilities
tools:
- Read
- Grep
- Glob
---
You are a security-focused code reviewer.
Analyze code for: SQL injection, XSS, CSRF,
auth bypasses, secrets in code, and insecure defaults.
Output a structured report with severity levels.Use it: Ask Claude "Run the security-reviewer agent on the auth module" and it delegates the task to the subagent.
Advanced: Levels 6-8 — Headless, Playwright, Agent Teams
Level 6 — Headless Mode
Scripts calling Claude Code. JSON piping. No human in the loop.
Run Claude Code Programmatically
Headless mode lets you call Claude Code from scripts, CI/CD pipelines, and other programs. No interactive terminal needed.
# Basic headless usage — send a prompt, get text output
claude -p "Explain the main function in src/index.ts"
# Get structured JSON output
claude -p "List all TODO comments" --output-format json
# Use a JSON schema for typed extraction
claude -p "Extract all API endpoints" \
--output-format json \
--json-schema '{"type":"array","items":{"type":"object","properties":{"method":{"type":"string"},"path":{"type":"string"}}}}'
# Pipe output into another command
claude -p "Generate a test for utils.ts" | tee new-test.ts
# Restrict tools for safety in CI/CD
claude -p "Run linting and fix issues" \
--allowedTools "Read,Write,Bash(npm run lint)"Level 7 — Playwright Browser Control
Screenshots, scraping, PDF generation. Claude controls a real browser.
Browser Automation with Playwright
Install the Playwright MCP server to give Claude full browser control:
claude mcp add playwright -s user -- npx -y @anthropic-ai/mcp-playwrightNow you can ask Claude to:
- "Navigate to our staging site and take a screenshot of the homepage"
- "Scrape all product prices from competitor.com and save to a CSV"
- "Fill out the registration form on our test site and verify it works"
- "Generate a PDF of our documentation site"
Level 8 — Agent Teams
Parallel sessions. Orchestrator + specialist agents working simultaneously.
Orchestrate Agent Teams
Agent Teams (experimental) let you run multiple Claude instances in parallel, each working on a different part of a task.
# Enable the feature
export CLAUDE_CODE_EXPERIMENTAL_AGENT_TEAMS=1
# Start Claude and ask it to use teammates
claude
> "Refactor the auth module. Use 3 teammates:
- Teammate 1: Rewrite the login flow
- Teammate 2: Update all tests
- Teammate 3: Update the API documentation"Display Modes for Agent Teams
- inline — All output appears in the same terminal (default)
- tmux — Each teammate gets its own tmux pane (requires tmux)
- hidden — Teammates work silently; only the orchestrator shows output
Expert: Levels 9-10 — Cron Jobs & Autonomous Loops
Level 9 — Cron & Background Agents
Background agents running 24/7. Claude Code as infrastructure.
Schedule Claude Code Tasks
Use cron jobs or GitHub Actions to run Claude Code on a schedule:
# Cron job: Run code review every morning at 9am
# Add to crontab with: crontab -e
0 9 * * * cd /path/to/project && claude -p "Review all commits from yesterday and create a summary" --output-format json > /tmp/daily-review.json
# GitHub Actions workflow
name: Daily Code Review
on:
schedule:
- cron: '0 9 * * 1-5' # Weekdays at 9am UTC
jobs:
review:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- run: npx @anthropic-ai/claude-code -p "Review recent changes"Level 10 — Autonomous Loops
Agents that build agents. A handful of people on the planet operate at this level.
Build Autonomous Agent Systems
At Level 10, you build systems where Claude Code operates as infrastructure — agents that create other agents, self-improving codebases, and multi-hour autonomous coding sessions.
The Ralph Loop Pattern
Named after an early practitioner, the Ralph Loop is a pattern where Claude Code runs continuously, checking for work, executing it, and reporting results:
- A scheduler checks for new GitHub issues tagged "claude-ready"
- Claude Code picks up the issue, reads the requirements, and creates a branch
- Claude writes the code, runs tests, and fixes failures
- Claude creates a PR with a detailed description
- A human reviews and merges (or requests changes, which Claude handles)
- The loop continues with the next issue
Claude Code Mastery Checklist
Track your progress through all 11 levels of Claude Code mastery.
Learning Checklist
0% CompleteBeginner (L0-L2)
Intermediate (L3-L5)
Advanced (L6-L8)
Expert (L9-L10)

Section 4: OpenClaw / ClawBot
A self-hosted, open-source AI agent that automates tasks via messaging apps
OpenClaw (formerly known as ClawBot/Clawdbot, then Moltbot) is an open-source, self-hosted personal AI agent. Unlike Claude's products (which are cloud services from Anthropic), OpenClaw runs on your own computer or server and connects to messaging platforms like WhatsApp, Telegram, Discord, and Slack. You bring your own AI model API key (from Anthropic, OpenAI, or others), and OpenClaw acts as your personal assistant across all your messaging channels.
What You Need Before Starting
- Node.js v22+ — OpenClaw requires a newer version than Claude Code
- An AI model API key — From Anthropic, OpenAI, Google, or another provider
- A messaging account — WhatsApp, Telegram, Discord, or Slack
- Basic terminal comfort — You will run commands in your terminal
- Optional: A VPS — For 24/7 operation (DigitalOcean, Hetzner, etc.)
Beginner: Installation & First Run
Install OpenClaw
Open your terminal and run the onboarding wizard:
npx clawdbot-onboardThe wizard will guide you through:
- Choosing your AI provider (Anthropic, OpenAI, etc.)
- Entering your API key
- Selecting which messaging channels to connect
- Setting your agent's name and personality
Verify the Gateway is Running
After setup, OpenClaw starts a Gateway — a local server that routes messages between your messaging apps and the AI model. Verify it is running:
# Check if the Gateway is running
curl http://localhost:3007/health
# You should see: {"status":"ok"}Open the Control UI
Open your browser and go to http://localhost:3007. This is the Control UI — a dashboard where you can monitor conversations, manage skills, and configure settings.

Intermediate: Core Concepts & Channels
Connect Messaging Channels
OpenClaw supports multiple messaging platforms simultaneously. Each platform requires its own setup:
| Platform | Setup Method | Difficulty |
|---|---|---|
| QR code scan (WhatsApp Web protocol) | Easy | |
| Telegram | BotFather bot token | Easy |
| Discord | Discord bot token + server invite | Medium |
| Slack | Slack app with OAuth | Medium |
Understand the Architecture
OpenClaw has three core components:
- Gateway — The central server that routes messages between channels and the AI model
- Channels — Connectors to messaging platforms (WhatsApp, Telegram, etc.)
- Skills — Reusable capabilities that extend what the agent can do (weather, reminders, web search)
Install Skills from ClawHub
ClawHub is the marketplace for OpenClaw skills. Browse and install community-created skills:
# Browse available skills
openclaw skills search weather
# Install a skill
openclaw skills install @clawhub/weather
# List installed skills
openclaw skills listAdvanced: Custom Skills & Automation
Write Custom Skills
Create your own skills as YAML files:
name: daily-standup
description: Collect standup updates from team members
triggers:
- schedule: "0 9 * * 1-5" # Weekdays at 9am
- message: "standup"
actions:
- ask_each:
channel: team-chat
members: ["@alice", "@bob", "@carol"]
question: "What did you work on yesterday? What's planned for today?"
- compile:
format: markdown
send_to: "#standup-log"Configure Heartbeat Schedules
Heartbeats are scheduled tasks that run at regular intervals. They let your agent proactively check for things and take action without being asked.
Heartbeat Examples
- "Every morning at 8am, check the weather and send me a summary"
- "Every hour, check for new emails and notify me of urgent ones"
- "Every Friday at 5pm, compile a weekly activity report"
Expert: Deployment & Operations
Deploy to a VPS for 24/7 Operation
For always-on operation, deploy OpenClaw to a Virtual Private Server:
# On your VPS (e.g., DigitalOcean, Hetzner)
# 1. Install Node.js v22+
curl -fsSL https://deb.nodesource.com/setup_22.x | sudo -E bash -
sudo apt-get install -y nodejs
# 2. Install OpenClaw
npx clawdbot-onboard
# 3. Run as a background service with PM2
npm install -g pm2
pm2 start openclaw --name "my-agent"
pm2 save
pm2 startup # Auto-start on server rebootMulti-Model Routing
Configure OpenClaw to use different AI models for different tasks — fast models for simple questions, powerful models for complex reasoning:
{
"models": {
"default": "claude-3-5-haiku-latest",
"complex": "claude-sonnet-4-20250514",
"creative": "gpt-4o"
},
"routing": {
"code_review": "complex",
"casual_chat": "default",
"writing": "creative"
}
}OpenClaw Mastery Checklist
Track your progress through every OpenClaw skill.
Learning Checklist
0% CompleteBeginner
Intermediate
Advanced
Expert
Resources & Links
Official documentation, tutorials, and community resources
Claude Chat
Claude CoWork
Claude Code
Claude Code Overview
Official documentation covering all features.
Claude Code Quickstart
Get started in minutes.
Memory & CLAUDE.md
How Claude Code reads and manages memory.
MCP Servers
Connect external tools via Model Context Protocol.
Custom Skills
Build repeatable workflows.
Subagents
Create specialized AI assistants.
Headless Usage
Run Claude Code from scripts.
Agent Teams
Orchestrate parallel Claude sessions.
Scheduled Tasks
Cron jobs and background scheduling.
.claude Directory Guide
Complete guide to the .claude directory.
Context Engineering
Anthropic's guide to context engineering.