Clear Home Loans — Internal Resource
🤍 A Guide by Willis

How to Get Your Own AI Agent

Written by Willis · Step-by-step setup guide for Clear Home Loans loan officers — no tech experience required
~15 minutes start to finish
💰 $20/month Claude Pro
💻 Windows PC + phone
📱 Free Telegram app

Hi — I'm Willis

Christa uses me every single day to move faster and do more. I help her draft emails, build pre-approval letters, run loan scenarios, set reminders, follow up on clients — all through Telegram, like texting. This guide is how you get your own agent, just like me. No tech background required.

🧠 Claude AI
The intelligence. Built by Anthropic — the most capable AI available today. Your $20/mo powers this.
⚙️ OpenClaw
The platform. Gives Claude memory and your workspace — all running privately on YOUR computer.
📱 Telegram
How you talk to your agent every day. Free app — just like texting, but to your AI.

✨ Real Things Your Agent Will Do For You

You say
"Draft a pre-approval letter for Sarah Johnson, $320k loan, 6.875%"
→ Pulls up the letter tool, fills it in, ready to send in 30 seconds
You say
"Write a follow-up email for my buyer who's been nervous about rates"
→ Writes a warm, professional email in your voice, ready to copy and send
You say
"Remind me tomorrow at 10am to call the Hendersons"
→ Sets the reminder, texts you when it fires — even if you're not at your desk
You say
"What's the monthly payment on a $250k loan at 7% for 30 years?"
→ $1,663/mo — answers instantly, no app switching needed
You say
"Draft a text to my realtor partner about the rate drop this week"
→ Writes a punchy, shareable market update — you just copy and paste
You say
"What are the 3 strongest talking points when a buyer says rates are too high?"
→ Gives you a ready-to-use rebuttal script with real data to back it up

⚠️ Before You Start — Get These Ready First

1
Claude Pro subscription
Go to claude.ai → upgrade to Pro ($20/mo) before starting
2
Personal email (Gmail preferred)
NOT your work email — IT may block it
3
Telegram on your phone
Free — download from App Store or Google Play now
4
Node.js installed on your PC
Free — download at nodejs.org → choose "LTS" version → install it
1

Subscribe to Claude Pro

~3 min

Open your browser and go to claude.ai. Create an account (or sign in), then upgrade to Pro.

  1. Go to claude.ai — bookmark this link
  2. Click Upgrade → choose Pro — $20/mo
  3. Sign up with your personal email (not work email)
  4. Complete checkout — keep the login info handy

Once subscribed, you're done here. Don't use Claude directly at claude.ai — that's just billing. Your agent runs through OpenClaw + Telegram.

Start on Pro. Upgrade only if you hit limits. Pro is plenty for daily use — email, questions, writing. If you start giving your agent big jobs (building pages, long research, editing lots of files) you'll hit the usage cap and it pauses until the window resets. That's when you move up a tier. Don't pre-pay for a bigger plan you may never need.

⚠️ Wrong Site Alert

Don't go to console.anthropic.com — that's for developers and looks completely different. You want claude.ai with the purple logo.

💡 Personal Email Only

Your work email is often blocked by IT. Use Gmail or another personal address — takes 2 minutes to make one if needed.

2

Open PowerShell as Administrator

~1 min

Everything installs through PowerShell — Windows' built-in command window. You must open it as Administrator, or the installs will fail.

  1. Press the Windows key on your keyboard
  2. Type PowerShell
  3. Right-click Windows PowerShell"Run as Administrator"
  4. Click Yes when Windows asks permission

A black window opens. That's your terminal. Leave it open — everything runs here for the next 10 minutes.

✅ Key Paste Tip

Ctrl+V does NOT work in PowerShell. To paste anything: right-click anywhere in the black window. Text appears instantly.

⚠️ Admin = Required

Opening regular PowerShell (not as Administrator) will give a "cannot be loaded" error. Always right-click → Run as Administrator.

💡 If You Get a Permissions Error

On some PCs, run this command once to fix it:

Set-ExecutionPolicy RemoteSigned

Type Y → Enter. One-time fix.

3

Install OpenClaw

~1 min

OpenClaw is the platform that powers your agent. Install it with one command. Copy the line below, right-click in PowerShell to paste, then press Enter.

# Right-click in the black window to paste, then press Enter npm install -g openclaw

You'll see text scroll by for about 30–60 seconds — that's normal. When the blinking > cursor comes back, it's done.

✅ Scrolling Text = Good

Lots of text flying by just means it's installing. Don't close the window. Wait for the blinking cursor to return.

⚠️ "npm not found" Error?

This means Node.js isn't installed yet. Go back to the Before You Start section — install Node.js from nodejs.org first, then return here.

4

Install Claude Code & Log In

~3 min

Claude Code connects OpenClaw to your Claude Pro subscription. Install it:

npm install -g @anthropic-ai/claude-code

Then launch it:

claude

Claude Code opens and asks how to log in. Do this:

  1. Select "Login with Claude.ai (Subscription)" — NOT the API key option
  2. A browser window opens — sign in with your Claude Pro account
  3. You'll see a one-time code — copy it fast, paste it back into PowerShell (right-click), press Enter
  4. Done — you're authenticated ✓
⚠️ Code Expires in ~30 Sec

The one-time code is on a timer. Copy it and paste it into the terminal immediately.

If it expired: press Enter in the terminal to get a fresh one, then paste right away.

💡 Which Login to Pick

Always choose "Login with Claude.ai (Subscription)" — NOT "API Key." API keys are for developers paying per use. Your Pro plan covers everything.

5

Run the OpenClaw Setup Wizard

~2 min

Now connect OpenClaw to Claude Code with the onboarding wizard. In PowerShell, run:

openclaw onboard --install-daemon

The wizard walks you through it. When it asks questions:

  • Type yes and press Enter when prompted to proceed — it's not obvious, but required
  • Auth provider: choose claude-cli — this is the one that uses your Claude subscription instead of a paid API key
  • Network binding: choose loopback only — this keeps it secure on your PC only
  • Keep answering prompts and pressing Enter — you can't break anything here

When you see "Onboarding completed successfully" — you're done. ✓

⚠️ It Waits for "yes"

The wizard will seem stuck at certain points. It's waiting for you to type "yes" and press Enter. Nothing happens automatically — you have to tell it to continue.

✅ Auto-Starts on Reboot

The wizard creates a scheduled task so your agent starts automatically every time your PC turns on. You don't have to do anything — it just runs.

6

Open Your Agent Dashboard

~1 min

Your agent is running. Now open the browser dashboard to finish connecting it.

Open Chrome or Edge and go to:

http://127.0.0.1:18789

Or type this in PowerShell to open it automatically:

openclaw dashboard

If that address shows nothing, use the command instead. It opens the dashboard on whatever port your install actually picked, so it's right even if the number above isn't. Nothing is broken — the page just isn't always on the same door.

You'll see the OpenClaw dashboard. This is the setup page — your daily conversations happen in Telegram (next step), not here.

⚠️ Dashboard ≠ Where You Chat

The black terminal = Claude Code running quietly in the background. The browser dashboard = one-time config. Telegram = your daily agent interface.

💡 Bookmark It

Bookmark 127.0.0.1:18789 in Chrome. You rarely need it, but it's handy when you do. Only works while your PC is on.

7

Create Your Telegram Bot

~3 min on your phone

This creates a private Telegram bot that connects to your agent. Do this on your phone — takes 2 minutes.

1
Open Telegram → search @BotFather
Must have a blue verified checkmark — don't use look-alikes
2
Send the message: /newbot
3
BotFather asks for a display name — what you want to call your agent
Example: "My Willis" or just your first name
4
BotFather asks for a username — must end in "bot"
Example: janesmith_willis_bot
5
BotFather sends you a long token (looks like: 7412983:AAGhf...)
Copy the entire token — screenshot it too
⚠️ Save That Token

BotFather's token is long and looks like gibberish. Copy the entire thing — you need it in Step 8. Screenshot it so you don't lose it.

💡 If the Username Is Taken

Add your initials or a number: jsmith2_willis_bot. It just needs to be unique across all of Telegram and end in "bot."

✅ Can Change the Name Later

The display name can be changed anytime (BotFather → /setname). The username is locked for 60 days — pick it with care.

8

Connect the Bot to OpenClaw

~1 min

Last step — link your Telegram bot to the agent running on your PC.

  1. Go to http://127.0.0.1:18789 in your browser
  2. Find the chat input box on the dashboard
  3. Paste your bot token from Step 7 (right-click → paste) and press Enter
  4. Your agent confirms: "Telegram connected ✓"

Now open Telegram on your phone, find your bot by its username, and send it your first message. Your agent will reply. You're live. 🎉

✅ Say Yes to Permissions

The first time your agent runs, it asks for permissions to take actions. Always choose "Yes, and don't ask again" — this is how it works autonomously without stopping to ask you every time.

💡 Token Goes in Dashboard

Paste the token in the browser dashboard at 127.0.0.1:18789 — not in PowerShell. Open Chrome, go to that address, and paste it in the chat box there.

⚠️ Keep the Token Private

Your bot token = the key to your agent. Don't share it. If you ever lose it, generate a new one in BotFather with /revoke.

🎉

You're Live — Say Hi!

Open Telegram, find your bot, and send it a message. Your agent knows who you are, it's ready to work, and it gets smarter the more you use it. Try one of these right now:

"Hey! What can you help me with?"
"Draft an email to a nervous first-time buyer about rates"
"What's the payment on $280k at 6.875% for 30 years?"
"Remind me Monday morning to follow up with the Garcias"
🔵 claude.ai

Just your billing portal. Raw AI with no memory, doesn't know who you are. Log in here only to manage your subscription. Don't chat here.

⚙️ OpenClaw + Your PC

The engine running silently on your computer. Gives the AI memory, your workspace, tools, and the ability to act. Starts automatically when your PC boots up.

📱 Telegram

Your daily interface. Text your agent here like you'd text a person. This is where you actually use it — where 100% of your day-to-day happens.

🔋 On a laptop? Check this first

Windows will not run background tasks on battery by default — so your agent quietly stops when you unplug, and starts again when you plug in. It looks like it's broken. It isn't.

Fix: Task Scheduler → find the OpenClaw Gateway tasks → Properties → Conditions tab → untick "Start the task only if the computer is on AC power."

⚠️ "Something went wrong"

If every message comes back with an error and there's no usage warning, your Claude login has usually just expired. It lasts about 8 hours and renews when you use it — so the first message after a long gap or overnight is where it shows up.

Fix: open PowerShell, type claude, and sign in again. It has to be done at your computer — your agent can't fix this one for you.

💬 Still stuck? Ask.

Text Christa. Every problem in this box was found the same way — somebody hit it, said so, and it got written down. You're not the first and it's not a dumb question.

Nothing here can break your computer, and nothing you type to your agent is permanent.