OpenClaw-Setup/openclaw-setup-copilot/docs/operations/WORK_SETUP_CHECKLIST.md

docs/operations/WORK_SETUP_CHECKLIST.md

Use this checklist on the target work computer only. Do not run these mutation steps on your current stable machine.

0) Open terminal in this folder

cd /path/to/openclaw-setup

If delegating to another AI assistant, point it to:

• docs/operations/AI_SETUP_HANDOFF.md

1) Preflight

uname -a
sw_vers
which brew || echo "brew missing"
which node || echo "node missing"
which npm || echo "npm missing"

2) Primary Copilot setup

bash ./setup/setup_openclaw_copilot.sh

Optional custom locations:

OPENCLAW_DATA_TARGET=/Volumes/Data/openclaw-copilot bash ./setup/setup_openclaw_copilot.sh
NPM_GLOBAL_PREFIX="$HOME/.npm-global" bash ./setup/setup_openclaw_copilot.sh

Verify:

which openclaw
openclaw --version
which copilot
copilot --version

3) Finalize setup in one command (recommended)

bash ./scripts/finalize_copilot_setup.sh

Expected:

• Authenticated with enterprise-linked account
• Copilot models discovered
• If prompted, paid profile model selected from non-free candidates
• Guardrails installed + running
• Hooks enabled (boot-md, command-logger, session-memory)
• Gateway restarted

If this step succeeds, you can skip to step 10.

4) Manual fallback path (advanced, only if step 3 fails)

If finalize fails due auth/browser flow, run:

copilot auth login
copilot auth status

Then continue below.

5) Start/verify OpenClaw gateway

openclaw gateway restart
openclaw status --deep

Expected: gateway reachable.

6) Discover available models

openclaw models refresh || true
openclaw models list
openclaw models status

Note: If models refresh is unsupported in your version, ignore and continue.

How to choose from the list:

• Pick a fast daily model as primary (usually Sonnet-Fast or Codex-Fast style naming).
• Pick only free-tier or lowest-cost fallbacks.
• Avoid premium fallbacks (Opus-class) in default routing.
• Keep model IDs exact from openclaw models list.

Why this matters:

• Better latency for normal work
• Better quality when complexity spikes
• Lower quota burn by not overusing heavyweight models
• Better uptime through fallback failover

7) Set Copilot primary + fallbacks

Replace models below with names from your openclaw models list output if needed.

openclaw models set github-copilot/claude-sonnet-4.6
openclaw models fallbacks clear
openclaw models fallbacks add github-copilot/<free-or-low-cost-fallback-1>
openclaw models fallbacks add github-copilot/<free-or-low-cost-fallback-2>

Verify:

openclaw models status

Expected:

• Default model is your fast daily Copilot model
• Fallback chain includes only free-tier or low-cost models
• Only github-copilot/* appears if strict enterprise policy is required

8) Optional strict provider lock (Copilot-only)

Run if your enterprise policy requires only Copilot provider traffic:

openclaw config set --json providers.github-copilot.enabled true
openclaw config set --json providers.openai.enabled false
openclaw config set --json providers.anthropic.enabled false
openclaw config set --json providers.openrouter.enabled false
openclaw gateway restart

Verify:

openclaw models list
openclaw models status

9) Configure + install Copilot guardrails (recommended)

If step 3 already succeeded, this is already done.

This one command auto-detects your available Copilot models, asks for paid model selection (interactive), picks low-cost free defaults, applies policy, and installs launchd guards:

bash ./scripts/install_copilot_guardrails.sh

For unattended/non-interactive automation:

PROMPT_FOR_PAID_MODEL=false bash ./scripts/install_copilot_guardrails.sh

3. Verify:

launchctl print gui/$(id -u)/ai.openclaw.model-budget-guard
launchctl print gui/$(id -u)/ai.openclaw.copilot-policy-guard
launchctl print gui/$(id -u)/ai.openclaw.copilot-auth-watchdog
launchctl print gui/$(id -u)/ai.openclaw.copilot-model-schedule-guard
tail -n 30 /tmp/openclaw-model-budget-guard.log /tmp/openclaw-model-budget-guard.err.log
tail -n 30 /tmp/openclaw-copilot-policy-guard.log /tmp/openclaw-copilot-policy-guard.err.log
tail -n 30 /tmp/openclaw-copilot-auth-watchdog.log /tmp/openclaw-copilot-auth-watchdog.err.log
tail -n 30 /tmp/openclaw-copilot-model-schedule-guard.log /tmp/openclaw-copilot-model-schedule-guard.err.log

Why this matters:

• User gets prompted when high model remains active
• Session is auto-switched back to lower model after timeout
• Copilot-only policy is auto-corrected if drift occurs
• Expired Copilot auth is surfaced quickly
• Work-hours/off-hours profile schedule is auto-enforced
• Protects enterprise quota and keeps routine latency low

10) Enable recommended hooks

If step 3 already succeeded, hooks were already enabled.

openclaw hooks enable boot-md
openclaw hooks enable command-logger
openclaw hooks enable session-memory
openclaw hooks list

11) Persona/startup docs sanity

Confirm these files exist in workspace root:

ls -la AGENTS.md docs/context/BOOT.md docs/context/SOUL.md docs/context/IDENTITY.md docs/context/USER.md docs/context/TOOLS.md docs/operations/troubleshooting.md

12) Telegram/channel check (if used)

Telegram account rule:

• No new personal Telegram account is required.
• Use your existing Telegram account and create a bot via @BotFather.
• Bot token is the only setup secret needed for Telegram.

openclaw status --deep

Expected: channel OK and gateway reachable.

13) First chat checks

In your chat surface:

1. /new
2. Ask: reply with your active model and one sentence

Expected: response is fast and uses a github-copilot/* model.

14) Daily operations

openclaw status --deep
openclaw models status
copilot auth status

15) Fast failure recovery

openclaw gateway restart
openclaw logs --follow
openclaw models status
copilot auth status

If still blocked, use docs/operations/troubleshooting.md.