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docs: make onboarding friendlier for beginners (#4177)

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* docs: make onboarding friendlier for beginners

* docs: build clearer documentation paths

Maintainer edit: turn the onboarding follow-up into a layered docs structure for first-time setup, provider selection, troubleshooting, CLI reference, and source-level architecture. This keeps quick start focused while giving advanced users precise reference paths.

* docs: render architecture flow with mermaid

Maintainer edit: replace the ASCII architecture sketch with a GitHub-rendered Mermaid flowchart so the core runtime path is easier to scan in the PR and README docs.

* docs: recommend model presets for model config

Maintainer edit: make named modelPresets the primary model configuration path and expand fallback preset examples so string fallbacks are clearly preset names, not raw model IDs.

* docs: document api base urls and langfuse setup

Maintainer edit: explain when users need apiBase/base URL in quick start and provider docs, and add Langfuse tracing setup with troubleshooting links.

* docs: use python module pip consistently

Maintainer edit: keep install commands tied to the active Python interpreter by using python -m pip in the Azure optional dependency notes too.

* docs: add non-technical getting started path

Maintainer edit: add a wizard-first guide for users without terminal or JSON background, including a text TUI menu example and links from the main docs entrypoints.

* docs: avoid hard-wrapped prose in user docs

Maintainer edit: unwrap ordinary prose across user-facing documentation while preserving markdown structure, code blocks, tables, lists, and prompt/template files.

* docs: keep desktop list continuations nested

Maintainer edit: preserve list nesting after unwrapping prose in the desktop WebUI sync guide.

* docs: add one-command installer

Maintainer edit: add auditable macOS/Linux and Windows install scripts that install nanobot-ai and start the onboarding wizard, then document the commands in the main onboarding entrypoints.

* docs: add installer dry run mode

Maintainer edit: add --dry-run to the one-command installer scripts so users can preview Python detection, install source, pip command, and wizard behavior without changing their environment.

* docs: clean installer error output

Maintainer edit: make PowerShell installer failures print a concise Error: message instead of Write-Error call-site details.

* docs: add provider setup cookbook

Maintainer edit: add pasteable provider recipes for common hosted, local, fallback, runtime switching, and Langfuse setups, then link the cookbook from onboarding and troubleshooting entrypoints.

* docs: address review feedback

* docs: clarify reader paths

* docs: explain terminal basics for beginners

* docs: clarify wizard navigation

* docs: avoid duplicate onboarding steps

* docs: add setup status check

* docs: explain status output

* docs: remove provider recommendation wording

* docs: explain status diagnostics

* docs: reduce hard-wrapped guidance

* docs: migrate config examples to presets

* docs: clarify python command fallbacks

* docs: improve installer failure recovery

* docs: expand install troubleshooting

* docs: cover installer download failures

* docs: put stable install paths first

* docs: add bundled webui quick path

* docs: clarify provider-neutral setup

* docs: clarify gateway setup for chat surfaces

* docs: improve docs navigation paths

* docs: add configuration quick jump

* docs: clarify provider secret variables

* chore: request PR review acknowledgement

Empty commit: please read the PR review comments and reply on the PR to confirm that you have received them.

This commit intentionally changes no files; it exists only to notify the remote Codex run so it can end its active goal.

* docs: add README start here guide

* docs: avoid provider recommendation wording

* docs: guide next steps after first reply

* docs: explain merging JSON snippets

* docs: add CLI command chooser

* docs: add configuration task map

* docs: add deployment readiness guide

* docs: simplify WebUI entry paths

* docs: add provider recipe chooser

* docs: fix provider factual references

Update OpenRouter and LongCat model examples, align Bedrock guidance, and make fallback snippets schema-valid.

Also correct group policy wording and image-generation provider lists to match the current code.

* fix: keep PowerShell installer from closing caller shell

* docs: mention self-guided configuration
This commit is contained in:
chengyongru
2026-06-10 00:36:22 +08:00
committed by GitHub
parent 56ce18167e
commit 4a58b83acc
31 changed files with 3491 additions and 454 deletions
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README.md
+130 -18
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@@ -33,6 +33,17 @@
🐈 **nanobot** is an open-source, ultra-lightweight personal AI agent you can truly own. It keeps the agent core small and readable while giving you the practical pieces for real long-running work: WebUI, chat channels, tools, memory, MCP, model routing, automation, and deployment.
## Start Here
| You want to... | Go to |
|---|---|
| Install nanobot with no terminal/config background | [Start Without Technical Background](./docs/start-without-technical-background.md) |
| Install quickly and get one CLI reply | [Install](#-install) and [Quick Start](#-quick-start) |
| Open the bundled browser UI after the CLI works | [WebUI](#-webui) |
| Connect Telegram, Discord, WeChat, Slack, Email, or another chat app | [Chat Apps](./docs/chat-apps.md) |
| Configure providers, fallback models, Langfuse, MCP, web tools, or security | [Docs](./docs/README.md) and [Configuration](./docs/configuration.md) |
| Understand or extend the internals | [Architecture](./docs/architecture.md) and [Development](./docs/development.md) |
## 📢 News
- **2026-06-01** 🚀 Released **v0.2.1** — **The Workbench Release** turns the packaged WebUI into a daily agent workbench: clearer Thought/response timelines, live file-edit activity, project workspaces, model and context controls, steadier sustained goals, CLI Apps + MCP extensions, and broader provider/channel support. Please see [release notes](https://github.com/HKUDS/nanobot/releases/tag/v0.2.1) for details.
@@ -144,13 +155,13 @@
- **2026-02-17** 🎉 Released **v0.1.4** — MCP support, progress streaming, new providers, and multiple channel improvements. Please see [release notes](https://github.com/HKUDS/nanobot/releases/tag/v0.1.4) for details.
- **2026-02-16** 🦞 nanobot now integrates a [ClawHub](https://clawhub.ai) skill — search and install public agent skills.
- **2026-02-15** 🔑 nanobot now supports OpenAI Codex provider with OAuth login support.
- **2026-02-14** 🔌 nanobot now supports MCP! See [MCP section](#mcp-model-context-protocol) for details.
- **2026-02-14** 🔌 nanobot now supports MCP! See [MCP section](./docs/configuration.md#mcp-model-context-protocol) for details.
- **2026-02-13** 🎉 Released **v0.1.3.post7** — includes security hardening and multiple improvements. **Please upgrade to the latest version to address security issues**. See [release notes](https://github.com/HKUDS/nanobot/releases/tag/v0.1.3.post7) for more details.
- **2026-02-12** 🧠 Redesigned memory system — Less code, more reliable. Join the [discussion](https://github.com/HKUDS/nanobot/discussions/566) about it!
- **2026-02-11** ✨ Enhanced CLI experience and added MiniMax support!
- **2026-02-10** 🎉 Released **v0.1.3.post6** with improvements! Check the updates [notes](https://github.com/HKUDS/nanobot/releases/tag/v0.1.3.post6) and our [roadmap](https://github.com/HKUDS/nanobot/discussions/431).
- **2026-02-09** 💬 Added Slack, Email, and QQ support — nanobot now supports multiple chat platforms!
- **2026-02-08** 🔧 Refactored Providers—adding a new LLM provider now takes just 2 simple steps! Check [here](#providers).
- **2026-02-08** 🔧 Refactored Providers—adding a new LLM provider now takes just 2 simple steps! Check [here](./docs/configuration.md#providers).
- **2026-02-07** 🚀 Released **v0.1.3.post5** with Qwen support & several key improvements! Check [here](https://github.com/HKUDS/nanobot/releases/tag/v0.1.3.post5) for details.
- **2026-02-06** ✨ Added Moonshot/Kimi provider, Discord integration, and enhanced security hardening!
- **2026-02-05** ✨ Added Feishu channel, DeepSeek provider, and enhanced scheduled tasks support!
@@ -176,12 +187,54 @@
>
> If you want the most stable day-to-day experience, install from PyPI or with `uv`.
**Install from source**
Pick **one** install method:
Prerequisites: Python 3.11 or newer. Git is only needed for a source install; Node.js/Bun are only needed if you are developing the WebUI itself.
If terminals, API keys, or config files are new to you, use the guided zero-background walkthrough in [Start Without Technical Background](./docs/start-without-technical-background.md) instead of this compact README path.
**One-command setup**
macOS / Linux:
```bash
git clone https://github.com/HKUDS/nanobot.git
cd nanobot
pip install -e .
sh -c "$(curl -fsSL https://raw.githubusercontent.com/HKUDS/nanobot/main/scripts/install.sh)"
```
Windows PowerShell:
```powershell
irm https://raw.githubusercontent.com/HKUDS/nanobot/main/scripts/install.ps1 | iex
```
The default command installs or upgrades `nanobot-ai` from PyPI, then starts `nanobot onboard --wizard`. If you finish the wizard and save the config, skip the manual initialize/configure steps below and go straight to **Test one message**.
To preview the plan without changing your environment, pass `--dry-run`; combine it with `--dev` when you want to preview the main-branch install.
```bash
sh -c "$(curl -fsSL https://raw.githubusercontent.com/HKUDS/nanobot/main/scripts/install.sh)" -- --dry-run
```
```powershell
& ([scriptblock]::Create((irm https://raw.githubusercontent.com/HKUDS/nanobot/main/scripts/install.ps1))) --dry-run
```
To install the current `main` branch instead, pass `--dev`:
```bash
sh -c "$(curl -fsSL https://raw.githubusercontent.com/HKUDS/nanobot/main/scripts/install.sh)" -- --dev
```
```powershell
& ([scriptblock]::Create((irm https://raw.githubusercontent.com/HKUDS/nanobot/main/scripts/install.ps1))) --dev
```
If you prefer to inspect the script first, open [`scripts/install.sh`](./scripts/install.sh) or [`scripts/install.ps1`](./scripts/install.ps1).
**Install from PyPI**
```bash
python -m pip install nanobot-ai
```
**Install with `uv`**
@@ -190,25 +243,41 @@ pip install -e .
uv tool install nanobot-ai
```
**Install from PyPI**
**Install from source**
```bash
pip install nanobot-ai
git clone https://github.com/HKUDS/nanobot.git
cd nanobot
python -m pip install -e .
```
Verify the install:
```bash
nanobot --version
```
## 🚀 Quick Start
**1. Initialize**
Skip this step if the one-command setup already started the wizard and you saved the config there.
```bash
nanobot onboard
```
Use `nanobot onboard --wizard` if you prefer an interactive setup.
**2. Configure** (`~/.nanobot/config.json`)
Configure these **two parts** in your config (other options have defaults). Add or merge the following blocks into your existing config instead of replacing the whole file.
Skip this step if you already configured provider and model settings in the wizard.
*Set your API key* (e.g. [OpenRouter](https://openrouter.ai/keys), recommended for global users):
`nanobot onboard` creates `~/.nanobot/config.json` and `~/.nanobot/workspace/`. Configure these **two parts** in the config file. Add or merge the following blocks into the existing file instead of replacing the whole file.
The example below uses [OpenRouter](https://openrouter.ai/keys) only so the JSON has concrete names. Provider examples are recipes, not rankings or endorsements. If you use another provider, replace the provider config key, API key, preset provider name, and model ID together.
*Set your API key*:
```json
{
@@ -220,28 +289,61 @@ Configure these **two parts** in your config (other options have defaults). Add
}
```
*Set your model* (optionally pin a provider — defaults to auto-detection):
*Set a model preset and make it active*:
```json
{
"modelPresets": {
"primary": {
"label": "Primary",
"provider": "openrouter",
"model": "anthropic/claude-opus-4.5",
"maxTokens": 8192,
"contextWindowTokens": 65536,
"temperature": 0.1
}
},
"agents": {
"defaults": {
"provider": "openrouter",
"model": "anthropic/claude-opus-4-6"
"modelPreset": "primary"
}
}
}
```
**3. Chat**
Direct `agents.defaults.provider` and `agents.defaults.model` still work for existing configs, but named presets are the recommended path because they also power `/model` switching and `fallbackModels`.
For another provider, the same config shape still applies:
| Replace | Where |
|---|---|
| Provider config key | `providers.<provider>` |
| API key | `providers.<provider>.apiKey` |
| Preset provider name | `modelPresets.primary.provider` |
| Model ID | `modelPresets.primary.model` |
| Endpoint URL, only when needed | `providers.<provider>.apiBase` |
**3. Test one message**
```bash
nanobot status
nanobot agent -m "Hello!"
```
In `nanobot status`, it is normal for most providers to say `not set`. The active preset's provider should be configured, and `Config` plus `Workspace` should show check marks.
If that works, start an interactive chat:
```bash
nanobot agent
```
Need help with `PATH`, API keys, provider/model matching, or JSON errors? See the fuller [Install and Quick Start](./docs/quick-start.md) and [Troubleshooting](./docs/troubleshooting.md).
- Want different LLM providers, web search, MCP, security settings, or more config options? See [Configuration](./docs/configuration.md)
- Want to run locally? Use [Atomic Chat](./docs/configuration.md#atomic-chat-local), [vLLM](./docs/configuration.md#vllm-local-openai-compatible), [Ollama](./docs/configuration.md#ollama-local), and [others](./docs/configuration.md#local-providers).
- Want a pasteable provider setup? See [Provider Cookbook](./docs/provider-cookbook.md)
- Want to understand provider/model matching? See [Providers and Models](./docs/providers.md)
- Want web search, MCP, security settings, or more config options? See [Configuration](./docs/configuration.md)
- Want to run locally? See [Ollama](./docs/providers.md#ollama), [vLLM or another local OpenAI-compatible server](./docs/providers.md#vllm-or-other-local-openai-compatible-server), and the full [provider reference](./docs/configuration.md#providers).
- Want to run nanobot in chat apps like Telegram, Discord, WeChat or Feishu? See [Chat Apps](./docs/chat-apps.md)
- Want Docker or Linux service deployment? See [Deployment](./docs/deployment.md)
@@ -255,6 +357,8 @@ The WebUI ships **inside the published wheel** — no extra build step. Just ena
**1. Enable the WebSocket channel in `~/.nanobot/config.json`**
Merge this block into your existing config:
```json
{ "channels": { "websocket": { "enabled": true } } }
```
@@ -269,6 +373,8 @@ nanobot gateway
Visit [`http://127.0.0.1:8765`](http://127.0.0.1:8765) in your browser. To open it from another device on your LAN, see [WebUI docs → LAN access](./webui/README.md#access-from-another-device-lan).
The WebUI is served by the WebSocket channel on port `8765` by default. The gateway's `18790` port is for the health endpoint, not the browser UI.
> [!TIP]
> Working on the WebUI itself? Check out [`webui/README.md`](./webui/README.md) for the Vite dev server (HMR) workflow.
@@ -307,6 +413,13 @@ Visit [`http://127.0.0.1:8765`](http://127.0.0.1:8765) in your browser. To open
Browse the [repo docs](./docs/README.md) for the latest features and GitHub development version, or visit [nanobot.wiki](https://nanobot.wiki/docs/latest/getting-started/nanobot-overview) for the stable release documentation.
- Start with no technical background: [Start Without Technical Background](./docs/start-without-technical-background.md)
- Start from zero with developer basics: [Install and Quick Start](./docs/quick-start.md)
- Understand the runtime model: [Concepts](./docs/concepts.md)
- Read the source-level map: [Architecture](./docs/architecture.md)
- Choose a provider/model: [Providers and Models](./docs/providers.md)
- Copy provider setup recipes: [Provider Cookbook](./docs/provider-cookbook.md)
- Debug setup and runtime failures: [Troubleshooting](./docs/troubleshooting.md)
- Talk to your nanobot with familiar chat apps: [Chat Apps](./docs/chat-apps.md)
- Configure providers, web search, MCP, and runtime behavior: [Configuration](./docs/configuration.md)
- Integrate nanobot with local tools and automations: [OpenAI-Compatible API](./docs/openai-api.md) · [Python SDK](./docs/python-sdk.md)
@@ -318,8 +431,7 @@ PRs welcome! The codebase is intentionally small and readable. 🤗
### Contribution Flow
See [CONTRIBUTING.md](./CONTRIBUTING.md) for setup, review, and contribution
guidelines.
See [CONTRIBUTING.md](./CONTRIBUTING.md) for setup, review, and contribution guidelines.
**Roadmap** — Pick an item and [open a PR](https://github.com/HKUDS/nanobot/pulls)!