Setting Up OpenClaw with Your Business

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Now that your OpenClaw agent is running, it's time to make it work for your business. This guide covers integrating with calendars, databases, and existing workflows to automate real business tasks.

Defining Your Business Persona

The first step is teaching your bot about your business. Open your configuration:

cd my-bot
nano agent/persona.md

Create a detailed persona for your business. Here's an example for an auto detailing business:

# Business Persona

You are the friendly receptionist for OrangeTree Auto Detailing, 
a premium mobile detailing service in Phoenix, Arizona.

## Our Services
- Quick Detail: 9 (exterior wash, tire shine, interior wipe-down)
- Full Detail: 49 (complete interior/exterior, hand wax, deep vacuum)  
- Premium Detail: 99 (Full plus clay bar, paint decontamination, ceramic coating prep)

## Business Hours
- Monday through Saturday, 8 AM to 6 PM
- Same-day appointments available for Quick Details only

## Location
We come to you anywhere in the Phoenix metro area.

## How to Book
1. Ask for their name, phone number, and vehicle info
2. Get their preferred date and time
3. Confirm the service type
4. Repeat back the full booking details for confirmation

Connecting Your Calendar

Allow customers to book appointments by integrating with your calendar:

{
  "integrations": {
    "calendar": {
      "provider": "google",
      "credentials": {
        "clientId": "YOUR_CLIENT_ID",
        "clientSecret": "YOUR_CLIENT_SECRET"
      },
      "calendarId": "your@email.com",
      "appointmentBuffer": 30,
      "businessHours": {
        "monday": { "start": "08:00", "end": "18:00" },
        "tuesday": { "start": "08:00", "end": "18:00" },
        "wednesday": { "start": "08:00", "end": "18:00" },
        "thursday": { "start": "08:00", "end": "18:00" },
        "friday": { "start": "08:00", "end": "18:00" },
        "saturday": { "start": "08:00", "end": "18:00" }
      }
    }
  }
}

Setting Up a Database

Store customer information and booking history using a simple database:

# Install SQLite for simple storage
sudo apt install sqlite3

# Create your database
sqlite3 customers.db

# Create tables
CREATE TABLE customers (
  id INTEGER PRIMARY KEY AUTOINCREMENT,
  name TEXT NOT NULL,
  phone TEXT,
  email TEXT,
  vehicle TEXT,
  created_at DATETIME DEFAULT CURRENT_TIMESTAMP
);

CREATE TABLE appointments (
  id INTEGER PRIMARY KEY AUTOINCREMENT,
  customer_id INTEGER,
  service TEXT,
  date_time DATETIME,
  status TEXT DEFAULT 'pending',
  FOREIGN KEY(customer_id) REFERENCES customers(id)
);

Building Custom Actions

Create custom code to handle specific business tasks:

// Example: Check pricing
function getPrice(service) {
  const prices = {
    'quick': 49,
    'full': 149,
    'premium': 299
  };
  return prices[service.toLowerCase()] || null;
}

// Example: Validate phone number  
function validatePhone(phone) {
  const cleaned = phone.replace(/\D/g, '');
  return cleaned.length === 10 || cleaned.length === 11;
}

Connecting Payment Processing

Enable your bot to send invoices and process payments:

{
  "integrations": {
    "stripe": {
      "enabled": true,
      "secretKey": "sk_live_...",
      "prices": {
        "quick": "price_123456789",
        "full": "price_987654321",
        "premium": "price_112233445"
      }
    }
  }
}

Testing Your Integration

Before going live, thoroughly test your bot:

• ✓ Complete a full booking flow from start to finish
• ✓ Test with invalid inputs (wrong phone format, past dates)
• ✓ Verify appointments appear in your calendar
• ✓ Test payment link generation
• ✓ Have a friend try the bot

Going Live

Once testing is complete:

Next Steps

• Add more channels - SMS, WhatsApp, Facebook Messenger
• Set up analytics - Track conversations and conversions
• Create templates - Share your setup with other businesses