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Onboarding Wizard

When you first log in to Companion Hub, the setup wizard helps you configure your local AI, pick a few self-hosted apps, and connect secure remote access β€” all on a single scrolling page, with one Finish setup button at the bottom that installs everything and completes setup.

The wizard only appears once β€” after finishing it you’ll go straight to the dashboard on future logins. Everything you choose here can be changed later in Settings.

Set Up Your Hub β€” a System Overview card showing the detected OS, CPU, RAM, GPU, VRAM, and storage with a High readiness badge, above the Agent Framework step, and a sticky Install & Finish bar Set Up Your Hub in dark mode β€” a System Overview card showing the detected OS, CPU, RAM, GPU, VRAM, and storage with a High readiness badge, above the Agent Framework step, and a sticky Install & Finish bar

At the very top, a System Overview card summarizes the hardware the Hub detected β€” OS, CPU, RAM, GPU, VRAM, and storage β€” with a readiness badge and any GPU runtime guidance, so you know at a glance what your machine can run.

Agent Framework

The first step chooses the personal AI agent that powers your system: OpenClaw (the recommended coding & computer-use agent) or Hermes (an advanced reasoning assistant) β€” you can pick one or more. A Remote access row selects how you’ll reach your Hub from elsewhere: Private VPN via Tailscale, or Web via Cloudflare.

Agent Framework step β€” OpenClaw and Hermes cards with OpenClaw selected, a Remote access row with Private VPN (Tailscale) and Web (Cloudflare) options, and an Uncloud your life section with Companion Memory and Memory Import Tools selectedAgent Framework step in dark mode β€” OpenClaw and Hermes cards with OpenClaw selected, a Remote access row with Private VPN (Tailscale) and Web (Cloudflare) options, and an Uncloud your life section with Companion Memory and Memory Import Tools selected

Uncloud your life

Below the agent choice, an Uncloud your life section pre-selects the core memory apps β€” Companion Memory and Memory Import Tools β€” that install with sensible defaults and give your agents a memory that knows you.

The Recommended Models step lists models matched to your detected hardware. Models already present in Ollama are pre-selected and marked Installed (with an agent default tag on the model the agent uses); check any additional models you want to download, or leave them off. A footer tallies how much you’ll download against your free disk, and an Other Models drawer groups the rest by size with intelligence and tool-use scores.

Recommended Models step β€” Phi-4 Mini tagged agent default and Installed and selected, alongside Llama 3.1 8B and Nomic Embed Text with their memory footprints, plus an Other Models drawer and a download-size footerRecommended Models step in dark mode β€” Phi-4 Mini tagged agent default and Installed and selected, alongside Llama 3.1 8B and Nomic Embed Text with their memory footprints, plus an Other Models drawer and a download-size footer

Set up Private VPN

Connect your Hub to Tailscale for secure remote access from anywhere. If the Hub can reach Tailscale you can log in inline; otherwise the step explains it couldn’t find a Tailscale CLI or sidecar and lets you skip and set it up later in Settings β†’ Network. Either way, it links the Tailscale app for Windows, macOS, Linux, and Mobile so you can install it on your other devices.

Set up Private VPN step β€” a Tailscale Not Available notice with a skip option, a Why use Tailscale explainer, and Windows, macOS, Linux, and Mobile app links, above the Recommended Apps stepSet up Private VPN step in dark mode β€” a Tailscale Not Available notice with a skip option, a Why use Tailscale explainer, and Windows, macOS, Linux, and Mobile app links, above the Recommended Apps step

Learn more in the Tailscale documentation.

The Recommended Apps step offers popular open-source apps you can self-host β€” such as OpenClaw, Immich (photo & video backup), Nextcloud (file sync), and Vaultwarden (password manager). Select any you’d like installed.

Recommended Apps step β€” self-host cards for OpenClaw (selected), Immich, Nextcloud, and Vaultwarden, above the optional Advanced Cloud API Keys sectionRecommended Apps step in dark mode β€” self-host cards for OpenClaw (selected), Immich, Nextcloud, and Vaultwarden, above the optional Advanced Cloud API Keys section

Advanced (optional)

An optional Advanced step lets you paste Cloud API keys β€” OpenAI, Anthropic, Google AI, or GitHub Copilot β€” if you’d rather use a hosted provider instead of, or alongside, local models.

Advanced step β€” optional Cloud API Keys fields for OpenAI, Anthropic, Google AI, and GitHub Copilot, each marked Optional, with the sticky Install & Finish barAdvanced step in dark mode β€” optional Cloud API Keys fields for OpenAI, Anthropic, Google AI, and GitHub Copilot, each marked Optional, with the sticky Install & Finish bar

If your hardware can’t run local models, use this section to configure a hosted provider instead.

Install & Finish

When you’re ready, click Install & Finish. The Hub queues your selected apps and models and shows per-item progress (Installing…, Queued, Pinned). Everything keeps installing in the background β€” click Continue (apps installing in background) to head to the dashboard.

Installing Apps progress screen β€” a step-by-step list showing phi-4-mini pinned, OpenClaw installing, and Companion Memory and Memory Import Tools queued, with a Continue (apps installing in background) buttonInstalling Apps progress screen in dark mode β€” a step-by-step list showing phi-4-mini pinned, OpenClaw installing, and Companion Memory and Memory Import Tools queued, with a Continue (apps installing in background) button

On mobile

The whole flow is responsive: the steps and app grids reflow to a single column, and the Install & Finish bar stays pinned to the bottom.

Re-running the wizard

The setup wizard is a one-time experience. Afterwards you can install more apps anytime from the App Store, and adjust AI, models, and networking in Settings.

Service detection only finds Docker containers running at the time of the scan. If you start new services later, you can find alternatives manually in the App Store’s Alternatives section.

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