Reference · After You're Live

After You're
Live

This is your reference library — not setup steps, but the knowledge you come back to once OpenClaw is running. Security hardening, operational patterns, and the mistakes to avoid.

Security Hardening

Nine things to lock down after your initial setup

7 Critical Warnings

The operational mistakes that hurt real agency owners

THE PROBLEM

Your agent executes tasks without understanding context. It may send messages, delete files, or take actions that seem logical but are wrong for the situation.

THE FIX

Always define explicit permission levels in AGENTS.md. Use HEARTBEAT to review, not auto-respond. Require manual confirmation before any external action.

Daily Workflow

15 minutes a day keeps the agent sharp

Morning

10 minutes

  • Run HEARTBEAT.md — check what needs attention
  • Read MEMORY.md — remember permanent facts
  • Check memory/YYYY-MM-DD.md — catch up on yesterday
  • You're ready to work

During Day

As needed

  • Follow WORKFLOWS.md for repeatable tasks
  • Use DISCORD-SERVERS.md to know what to monitor
  • Update memory/YYYY-MM-DD.md — log what you did
  • Checkpoint every ~10 exchanges in long sessions

Evening

5 minutes

  • Write checkpoint to memory/YYYY-MM-DD.md
  • Any patterns or lessons? → update MEMORY.md
  • Any repeated task (3rd time)? → add to WORKFLOWS.md
  • Tomorrow, you'll have full context

Truncation Protection

Long conversations lose context — here's how to handle it

Save your progress every ~10 exchanges

══════════════════════════════════════
SESSION CHECKPOINT
══════════════════════════════════════
🕐 Time: [HH:MM timezone]
📊 Exchange: #[N] of visible history
🔢 Message Count: [How many visible]
──────────────────────────────────────
DECISIONS MADE:
  ✓ Decision 1
  ✓ Decision 2

ACTION ITEMS:
  ☐ Item 1 (due: date)
  ☐ Item 2 (due: date)

OPEN QUESTIONS:
  ❓ Question 1?

CURRENT STATUS:
[Brief 2-3 sentence summary]

TRUNCATION CHECK:
  ✓ Can reference early context? YES/NO
  ✓ Message count consistent?   YES/NO
  ✓ Conversation flow makes sense? YES/NO

Common Mistakes

What trips people up after they're live

Making MEMORY.md too long

Keep under 4 KB. Move session details to daily files.

Skipping SOUL.md and going straight to tasks

Identity first. Everything else flows from it.

Installing skills without testing

Test → document in MEMORY.md → create workflow.

Not checkpointing in long sessions

Every ~10 exchanges. At natural break points. Before session ends.

Letting HEARTBEAT auto-respond publicly

HEARTBEAT should alert you, not act. Manual review first.

Duplicating information across files

One home per piece of information. Reference, don't copy.

Never reviewing SOUL.md

Quarterly review. Does it still reflect who you are and what you want?

Ignoring permission errors in HEARTBEAT

Follow HEARTBEAT-TROUBLESHOOTING.md. Diagnose before escalating.

Ready to go deeper?

Head back to the Quick Start or explore the Workspace Setup