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Using Openclaw to Set Up a Team of Assistants: A Step-by-Step Guide

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A single AI assistant works fine for simple questions. But when you ask it to manage projects, write code, test, deploy, and handle customer support, it can struggle.

So, one assistant cannot be an expert in everything. Using OpenClaw to set up a team of assistants solves this. Instead of one generalist, you get multiple specialists.

Each handles a specific role: coding, testing, research, or coordination. They work together like a real team.

Openclaw’s multi-agent system creates this team of digital workers. Each agent focuses on a single task and coordinates to complete complex workflows.

Meaning, you have an orchestrator that assigns tasks, a coder that writes code, and a QA agent that tests it.

They communicate, pass work back and forth, and share files to stay aligned to deliver more reliable output, faster execution, and the ability to handle much larger projects.

Do This Before You Begin the Setup

Before You Begin

  • Restrict who can message each agent: Decide which users or channels each agent can talk to. For example, your QA agent should only respond in your testing channel. In Telegram, set requireMention: true so it only replies when mentioned with @.
  • Use separate phone numbers or bot accounts per agent: This is mandatory. Each agent needs its own Telegram bot token from @BotFather. Never share one bot token across agents; it won’t work.
  • Disable filesystem access and heartbeats initially: Restrict each agent to its own workspace folder to prevent accidental file overwrites. Also, turn off heartbeat.every in your openclaw.json for now. You can enable it later after testing.
  • Grant minimal permissions: Your coder needs write access to files and permission to run scripts. Your orchestrator might only need to send messages. Control this through tools and skill definitions in openclaw.json and each agent’s SOUL.md file.

Set Up a Team of Assistants In 10 Steps

1) Install, Onboard, and Plan

using openclaw to set up a team of assistants - installation

First, install Openclaw. Then run the onboard command to get started. This sets up your base configuration and workspace.

While that is running, start planning your team.

You need to decide what roles you need. The minimum viable team consists of an Orchestrator and one specialist, such as a Coder.

A recommended starter team is Orchestrator, Coder, and QA. There are many roles you can choose from depending on your needs.

Some standard roles you can plan for include:

  • Orchestrator: Coordinates all agents and delegates tasks.
  • Coder: Writes, debugs, and architects code.
  • QA: Tests and validates builds.
  • DevOps: Deploys and manages infrastructure.
  • Researcher: Does market research and competitive intelligence.
  • Growth: Handles analytics and funnel optimization.
  • Content: Creates social media posts.
  • Community: Manages community engagement.
  • Lead Gen: Does prospect research and scoring.
  • Ops: Handles email triage, calendar, and data management.

Decide which roles you need and write down a name for each one.

Create Agents with the CLI

Once you have your plan, use the Openclaw CLI to create each agent. The command is:

bash
openclaw agents add <name>

You will run this for each agent you planned. For example, if you planned a coder and a qa agent, you would run:

bash
openclaw agents add coder
openclaw agents add qa

This command creates the workspace directory and the initial files for the agent.

If you are creating many agents at once, you might prefer to edit the openclaw.json file directly and add them to the agents.list array in bulk.

3) Write Agent Personas (SOUL.md)

Each agent has a SOUL.md file in its workspace. This file defines the agent’s personality, tone, and boundaries.

You need to edit this file for each agent.

What should you include in a good SOUL.md file?

  • Basic Information: The agent’s name, role, and a short tagline.
  • Core Responsibilities: A clear list of what the agent is supposed to do.
  • Team Information: A list of the other agents it works with and what each one does. This prevents the agent from making up teammates or not knowing who to talk to.
  • Communication Rules: How it should talk to other agents. This often means using the sessions_send tool in a specific format. You might include a template for the message so the agent uses the same format every time.
  • Tools: A clear list of what tools the agent is allowed to use and which ones are forbidden from using. For example, you might allow file_read and file_write but forbid shell_exec for all agents except the coder

4) Write Agent Instructions (AGENTS.md)

The AGENTS.md file provides each agent with its specific operating instructions, rules, and priorities.

This is different from the SOUL.md file. The SOUL.md is about personality. The AGENTS.md is about how to do the job.

For a coder, this might include:

  • The preferred programming languages.
  • The style guide to follow.
  • How to run tests.
  • How to use version control.

For a QA agent, this might include:

  • What test suites to run.
  • How to report bugs.
  • What the criteria are for a pass or fail.

5) Configure Routing (openclaw.json)

You need to configure the openclaw.json file to route messages to the correct agent. This is done using the bindings array.

You need to map each agent’s communication account to its internal agent ID.

For Telegram, this might look like this:

{
  "bindings": [
    {
      "agentId": "coder",
      "match": {
        "channel": "telegram",
        "accountId": "coder"
      }
    },
    {
      "agentId": "qa",
      "match": {
        "channel": "telegram",
        "accountId": "qa"
      }
    }
  ]
}

You will also need to configure the channels.telegram.accounts section.

Here, you add each agent’s bot token and configure which groups and topics they can respond to.

If you are using topic-based routing, you can set agentId on specific topics to route messages to different internal agents.

6) Configure Session Isolation (openclaw.json)

You want to keep conversations private. You do not want a user’s conversation with the orchestrator to be visible to a different user.

To do this, you set session.dmScope: "per-channel-peer" in your openclaw.json file.

This ensures that each conversation between a specific user and a specific channel is isolated.

If Alice and Bob message the orchestrator, they are completely separate sessions.

7) Secure Your Gateway

Security is important from the start. Openclaw has tools to help you secure your gateway.

First, use allowFrom lists. This is a list of usernames or user IDs that are allowed to send messages.

You can set this in the openclaw.json file for your channels. Anyone not on the list is ignored.

Second, run the built-in security audit tool:

bash
openclaw security audit

This command will check your configuration and warn you about insecure settings. You should fix any issues it points out.

8) Enable Heartbeats (openclaw.json)

Heartbeats allow agents to run on a schedule. They can be proactive instead of just reactive.

To enable heartbeats, you configure the heartbeat.every setting in your openclaw.json file. You can set different schedules for different agents.

using openclaw to set up a team of assistants - heartbeats

You also need to create a HEARTBEAT.md file in each agent’s workspace that has heartbeats enabled. This file contains the instructions for the agent’s scheduled task.

For example, a daily assistant might have a HEARTBEAT.md file that says “Generate a daily report of all tasks completed yesterday and send it to the orchestrator.”

9) Test the Team

Now it is time to test.

Send a message to your orchestrator. Ask it to do something that requires help from the coding agent.

For example, ask it to “write a Python script that sorts a list of numbers.”

Watch what happens; the orchestrator should receive the message, break down the task, and use sessions_send to trigger the coder agent.

You can test their collaboration by having them mention each other directly.

In Telegram, you can use @agent-name in a message to get a specific agent’s attention.

This is a good way to test if your requireMention settings are working correctly

10) Monitor and Iterate

Setting up a team of assistants is not a one-time task. You need to monitor their performance and iterate on their configurations.

Watch the Openclaw logs to see what the agents are doing. Look for errors, confusion, or bottlenecks.

Review their performance over time. Is the coder agent producing good code? Is the orchestrator assigning tasks correctly?

Use what you learn to refine the SOUL.md and AGENTS.md files. The FEEDBACK-LOG.md file in your shared context is a great place to track lessons learned and style corrections.

How to Troubleshoot Issues When Setting Up

IssueFix
Agent is not responding to its topicCheck your routing configuration. Does the binding match the agent’s accountId? Did you set requireMention: false for the primary agent for its own topic?
Multiple agents are responding to the same message.In topics with multiple bots, ALL bots must have requireMention: true
Agent does not know about its teammatesCheck the SOUL.md file. Did you include a list of teammates and their roles? The agent cannot invent teammates; you have to tell them who exists.
Agent is trying to use tools it should not have access toCheck the tool permissions in the openclaw.json file and the agent’s SOUL.md file. Restrict access to only what is needed
Heartbeat is not firingCheck if heartbeat.every is configured for the agent. Did you create a HEARTBEAT.md file in the agent’s workspace? Also, check the logs for any errors.

Deploy Your Team on Reliable Openclaw Hosting

Setting up assistants is only half the work. You need a reliable place to run them.

Your agents need to stay online 24/7, respond instantly, and run complex scripts without crashing.

We provide dedicated VPS servers pre-configured with Openclaw. There is no technical setup required, no hours spent on dependencies or firewalls.

Also, our servers use high-performance AMD cores and NVMe storage with guaranteed CPU and RAM. No slowdowns.

So, why choose Truehost?

  • 24/7 local support
  • Flexible payment options
  • Enterprise security with daily backups
  • One-click Openclaw deployment
  • Scalable plans as you grow

And, you only need three steps to get started:

  1. Pick your package – Starter from Ksh 788/month, Pro, or Business
  2. Automatic setup – Ready in under 45 seconds
  3. Connect and run – Paste your keys and start

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Carolyne Ndumia
Author

Carolyne Ndumia

SEO Content Writer Kenya

Carolyne Ndumia has always believed that the best content feels like a conversation. For the past four years, she has built a career around that idea as an SEO Content Writer and Marketer, helping blogs and brands communicate with warmth, clarity, and purpose. Her approach blends creative storytelling with practical strategy. Writing a blog post, editing a newsletter, or optimizing a web page for SEO, Carolyne's goal remains the same: to create content that connects with people and makes sense for search engines. She relies on trusted tools like SEMrush for keyword research and draws on years of editorial experience to craft copy that resonates. Carolyne is here to support your team with structured, creative content operations so you can relax knowing the details are taken care of.

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