docs: make onboarding friendlier for beginners (#4177)
* 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
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@@ -43,7 +43,7 @@ Use `/model` to inspect the current runtime model:
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/model
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```
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The response shows the current model, the current preset, and the available preset names. `default` is always available and represents the model settings from `agents.defaults.*`.
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The response shows the current model, the current preset, and the available preset names. Named presets come from the top-level `modelPresets` config and are the recommended way to configure model choices. `default` is always available and represents the model settings from direct `agents.defaults.*` fields.
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To switch presets for future turns:
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@@ -57,17 +57,32 @@ Preset names come from the top-level `modelPresets` config. Switching is runtime
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## Periodic Tasks
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The gateway wakes up every 30 minutes and checks `HEARTBEAT.md` in your workspace (`~/.nanobot/workspace/HEARTBEAT.md`). If the file has tasks under `## Active Tasks`, the agent executes them and delivers results to your most recently active chat channel. If there are no active tasks, the heartbeat is skipped silently.
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Periodic tasks are driven by `HEARTBEAT.md` in your workspace (`~/.nanobot/workspace/HEARTBEAT.md`). When `nanobot gateway` starts, it registers a protected heartbeat cron job by default. Every 30 minutes, that job checks the file; if it finds tasks under `## Active Tasks`, the agent executes them and delivers results to your most recently active chat channel. If there are no active tasks, the heartbeat is skipped silently.
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**Setup:** edit `~/.nanobot/workspace/HEARTBEAT.md` (created automatically by `nanobot onboard`):
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```markdown
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## Active Tasks
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- [ ] Check weather forecast and send a summary
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- [ ] Scan inbox for urgent emails
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- Check weather forecast and send a summary
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- Scan inbox for urgent emails
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```
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The agent can also manage this file itself — ask it to "add a periodic task" and it will update `HEARTBEAT.md` for you. Completed tasks should be deleted from the file, not moved to another section.
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You can change the interval or disable the built-in heartbeat in `~/.nanobot/config.json`:
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```json
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{
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"gateway": {
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"heartbeat": {
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"enabled": true,
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"intervalS": 1800
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}
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}
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}
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```
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The heartbeat job is visible in `cron(action="list")` as `heartbeat`, but it is system-managed and cannot be removed with the `cron` tool. To stop it, set `gateway.heartbeat.enabled` to `false` and restart the gateway.
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> **Note:** The gateway must be running (`nanobot gateway`) and you must have chatted with the bot at least once so it knows which channel to deliver to.
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