docs: reorganize documentation around user workflows (#4916)
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# nanobot Docs
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# nanobot Documentation
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For published release documentation, visit [nanobot.wiki](https://nanobot.wiki/docs/latest/getting-started/nanobot-overview). The pages in this directory track the current repository and may describe features that have not reached the published site yet.
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Use these docs to get a working agent first, then open a task guide only when you need the next capability. Source-level design and extension details are kept in the contributor section.
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If you have never used a terminal or edited a config file before, start with [`start-without-technical-background.md`](./start-without-technical-background.md). Otherwise, start with [`quick-start.md`](./quick-start.md), open the browser workbench with `nanobot webui`, and use terminal checks when you need lower-level diagnosis.
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Most JSON examples in these docs are snippets to merge into `~/.nanobot/config.json`, not full replacement files.
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Provider examples are concrete walkthroughs, not rankings or endorsements. Use the provider whose key, endpoint, and model ID you actually control.
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If you find a docs mistake, outdated command, or confusing step, please open an issue: <https://github.com/HKUDS/nanobot/issues>.
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## Pick a Track
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| You are | Start with | Then use |
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| New to terminals and config files | [`start-without-technical-background.md`](./start-without-technical-background.md) | [`troubleshooting.md`](./troubleshooting.md) if the first reply fails |
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| Comfortable pasting commands and JSON | [`quick-start.md`](./quick-start.md) | [`provider-cookbook.md`](./provider-cookbook.md) for pasteable provider setups |
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| Operating a long-running bot | [`concepts.md`](./concepts.md) | [`chat-apps.md`](./chat-apps.md), [`webui.md`](./webui.md), and [`deployment.md`](./deployment.md) |
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| Integrating or extending nanobot | [`architecture.md`](./architecture.md) | [`configuration.md`](./configuration.md), [`openai-api.md`](./openai-api.md), [`python-sdk.md`](./python-sdk.md), [`development.md`](./development.md), and [`channel-plugin-guide.md`](./channel-plugin-guide.md) |
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Repository docs follow the current source tree and can be newer than the latest package release. For published release docs, visit [nanobot.wiki](https://nanobot.wiki/docs/latest/getting-started/nanobot-overview).
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## Start Here
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| Goal | Read | Outcome |
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| Your situation | Read this | You are done when... |
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|---|---|---|
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| Start with no technical background | [`start-without-technical-background.md`](./start-without-technical-background.md) | One-command setup, terminal basics, config, API keys, and the first reply |
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| Install and get the first reply | [`quick-start.md`](./quick-start.md) | A working CLI agent and a known-good config path |
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| Understand how the pieces fit | [`concepts.md`](./concepts.md) | Mental model for config, workspace, gateway, channels, tools, memory, and sessions |
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| Choose or change a model provider | [`providers.md`](./providers.md) | Correct provider/model pairing without reading the full config reference |
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| Copy a provider setup recipe | [`provider-cookbook.md`](./provider-cookbook.md) | Pasteable OpenRouter, OpenAI, Anthropic, local model, fallback, and Langfuse setups |
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| Fix a first-run or runtime problem | [`troubleshooting.md`](./troubleshooting.md) | A diagnosis order and targeted checks for common failures |
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| Terminals, Python, or API keys are new to you | [Beginner walkthrough](./start-without-technical-background.md) | The browser can send `Hello!` and receive a reply |
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| You are comfortable running commands | [Install and Quick Start](./quick-start.md) | `nanobot status` is healthy and the WebUI or CLI can get one reply |
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| Something already failed | [Troubleshooting](./troubleshooting.md) | You have isolated the problem to install, config, model, gateway, channel, or tool access |
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## Task Guides
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The recommended first-run path is:
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Use these pages when you know the workflow you want and do not want to scan the
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full reference first.
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1. Install nanobot.
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2. Choose **Quick Start** in `nanobot onboard --wizard`.
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3. Run `nanobot gateway` and open `http://127.0.0.1:8765`.
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4. Send `Hello!` before configuring anything else.
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Most people do not need to edit JSON for the first run. The wizard handles the initial provider, model, and local WebUI settings. Current source versions also provide `nanobot webui` to start the gateway and open the browser in one step. After the WebUI opens, use **Settings** for models and built-in capabilities, **Settings → Channels** for chat apps, and **Apps** for CLI App or MCP integrations.
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## Add One Capability
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Pick the row that matches what you want to accomplish next:
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| Goal | Guide |
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|---|---|
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| Build a personal AI agent | [`guides/build-a-personal-ai-agent.md`](./guides/build-a-personal-ai-agent.md) |
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| Run a self-hosted AI agent | [`guides/self-hosted-ai-agent.md`](./guides/self-hosted-ai-agent.md) |
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| Use a browser AI agent WebUI | [`guides/ai-agent-webui.md`](./guides/ai-agent-webui.md) |
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| Connect an AI agent to chat apps | [`guides/chat-app-ai-agent.md`](./guides/chat-app-ai-agent.md) |
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| Run long-running agent tasks | [`guides/long-running-ai-agent.md`](./guides/long-running-ai-agent.md) |
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| Schedule or trigger agent turns | [`automations.md`](./automations.md) |
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| Add long-term agent memory | [`guides/ai-agent-memory.md`](./guides/ai-agent-memory.md) |
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| Add MCP tools to an agent | [`guides/mcp-tools-for-ai-agents.md`](./guides/mcp-tools-for-ai-agents.md) |
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| Run an agent from Python | [`guides/python-ai-agent-sdk.md`](./guides/python-ai-agent-sdk.md) |
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| Expose an OpenAI-compatible agent API | [`guides/openai-compatible-agent-api.md`](./guides/openai-compatible-agent-api.md) |
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| Deploy a long-running agent gateway | [`guides/deploy-nanobot-gateway.md`](./guides/deploy-nanobot-gateway.md) |
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| Learn the browser workbench | [WebUI](./webui.md) |
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| Connect Telegram, Discord, Slack, Feishu, WeChat, Email, or another chat app | [Chat Apps](./chat-apps.md) |
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| Choose a hosted, OAuth, company, or local model | [Provider Cookbook](./provider-cookbook.md) |
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| Add model fallbacks | [Configure Model Fallback](./guides/configure-model-fallback.md) |
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| Enable web search | [Configure Web Search](./guides/configure-web-search.md) |
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| Add an MCP tool server | [Configure MCP Tools](./guides/configure-mcp-tools.md) |
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| Generate images | [Image Generation](./image-generation.md) |
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| Schedule work or create a local trigger | [Automations](./automations.md) |
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| Understand and manage long-term memory | [Memory](./memory.md) |
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| Run nanobot continuously | [Deployment](./deployment.md) |
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| Run separate bots or workspaces | [Multiple Instances](./multiple-instances.md) |
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| Call nanobot from Python | [Python SDK](./python-sdk.md) |
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| Expose an OpenAI-compatible endpoint | [OpenAI-Compatible API](./openai-api.md) |
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Platform-specific chat guides:
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[`Telegram`](./guides/telegram-ai-agent.md),
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[`Discord`](./guides/discord-ai-agent.md),
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[`Slack`](./guides/slack-ai-agent.md),
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[`Feishu`](./guides/feishu-ai-agent.md),
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[`WhatsApp`](./guides/whatsapp-ai-agent.md),
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[`WeChat`](./guides/wechat-ai-agent.md),
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[`QQ`](./guides/qq-ai-agent.md),
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[`Email`](./guides/email-ai-agent.md), and
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[`Mattermost`](./guides/mattermost-ai-agent.md).
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For shorter, outcome-focused walkthroughs, browse the [task guide index](./guides/README.md).
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Configuration guides:
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[`MCP tools`](./guides/configure-mcp-tools.md),
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[`web search`](./guides/configure-web-search.md),
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[`model fallback`](./guides/configure-model-fallback.md),
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[`OpenAI-compatible providers`](./guides/configure-openai-compatible-provider.md),
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[`Langfuse`](./guides/configure-langfuse-observability.md),
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[`local security`](./guides/secure-local-ai-agent.md), and
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[`gateway deployment`](./guides/deploy-nanobot-gateway.md).
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## Operate nanobot
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## After the First Reply Works
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Do not configure everything at once. Pick one next surface:
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If a local `nanobot agent` session can already answer normally, you can also ask nanobot to help configure itself: have it read the relevant docs, inspect your current config, make one specific next change, and tell you when to run `/restart`.
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| Next goal | Read | First check |
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| Use nanobot in a browser | [`webui.md`](./webui.md) | Run `nanobot webui` and open the local browser workbench |
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| Talk through a chat app | [`chat-apps.md`](./chat-apps.md) | Merge one channel snippet, run `nanobot channels status`, keep `nanobot gateway` running |
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| Change provider or add fallbacks | [`provider-cookbook.md`](./provider-cookbook.md) | Keep `modelPresets` named and set `agents.defaults.modelPreset` |
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| Call nanobot from Python | [`python-sdk.md`](./python-sdk.md) | Reuse the same config/workspace from code, then run or stream one agent turn |
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| Understand before operating long-term | [`concepts.md`](./concepts.md) | Know what config, workspace, gateway, sessions, memory, and tools mean |
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| Diagnose a new failure | [`troubleshooting.md`](./troubleshooting.md) | Start with `nanobot status`, then `nanobot agent -m "Hello!"` |
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## Use nanobot
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| Goal | Read | Outcome |
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|---|---|---|
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| Open the bundled browser UI | [`webui.md`](./webui.md) | `nanobot webui`, chat workspace, Apps, Skills, Automations, and settings |
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| Connect Telegram, Discord, WeChat, Slack, Email, Mattermost, or another chat app | [`chat-apps.md`](./chat-apps.md) | A gateway-backed chat channel with access control |
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| Use automations | [`automations.md`](./automations.md) | Scheduled automations, local triggers, heartbeat, WebUI management, and delivery behavior |
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| Use slash commands | [`chat-commands.md`](./chat-commands.md) | Pairing, model presets, local triggers, heartbeat tasks, and chat-side controls |
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| Generate images | [`image-generation.md`](./image-generation.md) | Image provider config, WebUI image mode, and artifact behavior |
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| Run several isolated bots | [`multiple-instances.md`](./multiple-instances.md) | Separate configs, workspaces, ports, and sessions |
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| Deploy outside a terminal | [`deployment.md`](./deployment.md) | Docker, systemd user services, and macOS LaunchAgent setup |
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| Join agent communities | [`agent-social-network.md`](./agent-social-network.md) | External agent-community setup |
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| Need | Read |
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|---|---|
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| Commands and flags | [CLI Reference](./cli-reference.md) |
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| In-chat slash commands | [In-Chat Commands](./chat-commands.md) |
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| Config, workspace, gateway, sessions, tools, and memory in plain language | [Concepts](./concepts.md) |
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| Provider/model matching and selection | [Providers and Models](./providers.md) |
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| Setup and runtime diagnosis | [Troubleshooting](./troubleshooting.md) |
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| Older development highlights | [Release Archive](./release-archive.md) |
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## Reference
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| Area | Read | Best for |
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| Full configuration schema | [`configuration.md`](./configuration.md) | Exact fields, defaults, provider tables, web tools, MCP, security, and runtime options |
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| CLI commands | [`cli-reference.md`](./cli-reference.md) | Command names, common flags, and entrypoints |
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| Architecture | [`architecture.md`](./architecture.md) | Source-level runtime map for core flow, providers, channels, tools, WebUI, memory, security, and extension points |
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| Release archive | [`release-archive.md`](./release-archive.md) | Older release and daily update highlights moved out of the README |
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| Development | [`development.md`](./development.md) | Contributor notes for adding providers and transcription adapters |
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| Memory | [`memory.md`](./memory.md) | Session history, Dream consolidation, memory files, and versioning |
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| Observability | [`configuration.md#langfuse-observability`](./configuration.md#langfuse-observability) | Langfuse tracing setup and required environment variables |
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| WebSocket protocol | [`websocket.md`](./websocket.md) | Custom clients, token issuance, multiplexed chats, media, and protocol events |
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| OpenAI-compatible API | [`openai-api.md`](./openai-api.md) | `/v1/chat/completions`, `/v1/models`, file uploads, and SDK-compatible usage |
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| Python SDK | [`python-sdk.md`](./python-sdk.md) | SDK 101, sessions, streaming, model overrides, runtime helpers, and hooks |
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| Runtime self-inspection | [`my-tool.md`](./my-tool.md) | Inspecting and tuning the current agent run |
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Use reference pages to look up an exact option after you know what you are trying to configure:
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## Fast Lookup
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| Need | Jump to |
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| Area | Reference |
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| Provider/model resolution order | [`providers.md#provider-resolution`](./providers.md#provider-resolution) |
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| Model presets and fallback chains | [`providers.md#model-presets`](./providers.md#model-presets) and [`providers.md#fallback-models`](./providers.md#fallback-models) |
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| Langfuse environment variables | [`configuration.md#langfuse-observability`](./configuration.md#langfuse-observability) |
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| WebSocket/WebUI protocol details | [`websocket.md`](./websocket.md) |
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| OpenAI-compatible API usage | [`openai-api.md`](./openai-api.md) |
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| Python SDK usage | [`python-sdk.md`](./python-sdk.md) |
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| Scheduled automations and local triggers | [`automations.md`](./automations.md) |
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| Multiple configs, workspaces, and ports | [`multiple-instances.md`](./multiple-instances.md) |
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| Security, sandboxing, and SSRF controls | [`configuration.md#security`](./configuration.md#security) |
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| Channel plugin development | [`channel-plugin-guide.md`](./channel-plugin-guide.md) |
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| Every configuration field and default | [Configuration](./configuration.md) |
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| Provider and model behavior | [Providers and Models](./providers.md) |
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| Chat channel prerequisites and manual JSON | [Chat Apps](./chat-apps.md) |
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| WebSocket authentication and wire protocol | [WebSocket](./websocket.md) |
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| Python SDK classes, events, sessions, and hooks | [Python SDK](./python-sdk.md) |
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| OpenAI-compatible HTTP routes and payloads | [OpenAI-Compatible API](./openai-api.md) |
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| Runtime self-inspection and tuning | [My Tool](./my-tool.md) |
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## Extend nanobot
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Configuration examples are usually snippets to merge into `~/.nanobot/config.json`, not complete replacement files. The docs use camelCase because nanobot writes config that way. Keep real API keys, bot tokens, and passwords out of issues and public logs.
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| Goal | Read | Outcome |
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| Add a provider or transcription adapter | [`development.md`](./development.md) | A registry/schema-aligned implementation path |
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| Add a chat channel plugin | [`channel-plugin-guide.md`](./channel-plugin-guide.md) | A packaged channel discovered through entry points |
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| Add custom MCP servers | [`configuration.md#mcp-model-context-protocol`](./configuration.md#mcp-model-context-protocol) | External tools exposed to the agent through MCP |
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| Tune tool safety | [`configuration.md#security`](./configuration.md#security) | Shell sandboxing, workspace restriction, and SSRF policy |
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## Extend or Contribute
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## Reading Strategy
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These pages explain implementation and extension points. You do not need them to install or operate nanobot.
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Use the docs in this order when you are unsure where to go:
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| Goal | Read |
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| Understand source ownership and runtime flow | [Architecture](./architecture.md) |
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| Set up a development environment | [Development](./development.md) and [CONTRIBUTING.md](../CONTRIBUTING.md) |
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| Add a channel package | [Channel Plugin Guide](./channel-plugin-guide.md) |
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| Build the WebUI source | [WebUI Development](../webui/README.md) |
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1. If terminal commands or config files are new to you, [`start-without-technical-background.md`](./start-without-technical-background.md) explains the setup words and uses one concrete provider example so there is only one decision at a time.
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2. [`quick-start.md`](./quick-start.md) proves installation, config loading, and provider access.
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3. [`concepts.md`](./concepts.md) explains the runtime model so later pages are easier to scan.
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4. [`provider-cookbook.md`](./provider-cookbook.md) gives pasteable provider, fallback, local model, and Langfuse recipes.
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5. A task guide, such as [`chat-apps.md`](./chat-apps.md), [`image-generation.md`](./image-generation.md), or [`deployment.md`](./deployment.md), gets one workflow working.
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6. [`configuration.md`](./configuration.md) is the source of truth when you need a specific field, default value, or advanced option.
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7. [`troubleshooting.md`](./troubleshooting.md) helps isolate whether a failure is install, config, provider, gateway, channel, or tool related.
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If a command or screen no longer matches these docs, please [open an issue](https://github.com/HKUDS/nanobot/issues) with your nanobot version, operating system, and the page that needs correction.
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