OpenAce Documentation

Everything you need to install, set up, and get the most out of your AI business assistant.

What is OpenAce?

OpenAce is an AI-powered business assistant that runs entirely on your computer. Think of it as a smart teammate that can research prospects, manage your sales pipeline, send emails, post on social media, schedule tasks, and even control your browser — all through a simple chat interface.

Prerequisites

Before you install, make sure you have these basics covered:

Installation

Open your terminal and run this single command:

Mac / Linux

$ curl -fsSL https://raw.githubusercontent.com/ELikeMed/OpenAce/main/install.sh | bash

Windows (PowerShell)

> git clone https://github.com/ELikeMed/OpenAce.git $HOME\openace; cd $HOME\openace; npm install; cd src\desktop\dashboard-ui; npm install; npm run build; cd ..\..\.. ; npm start

Windows requires Node.js 18+ and Git to be installed first.

What happens when you run it

Onboarding Setup

When OpenAce opens for the first time, you'll walk through a quick setup wizard. Here's what each screen asks for:

Dashboard Guide

The dashboard is your home base for working with Ace. Here's what each section does:

• 💬
  Chat

  Your main way to talk to Ace. Ask it to find leads, send emails, create social media posts, research companies, schedule tasks — anything you need. Ace shows you which tools it used for each response.
• 📈
  Pipeline

  A visual board of your sales leads, organized by stage: New, Contacted, Qualified, Proposal, and Closed. Drag leads between stages or ask Ace to manage them for you.
• 📅
  Calendar

  View and manage your Google Calendar events. Ask Ace to create meetings, check your schedule, or remove events.
• 📝
  SOPs (Standard Operating Procedures)

  Train Ace by recording your screen actions — like a macro. Once saved, you can trigger the SOP by name and Ace will repeat the exact steps. Great for repetitive tasks like posting listings or filling out forms.
• ⏲
  Automation

  Schedule tasks to run automatically — daily, weekly, or at specific times. Examples: "Check for new leads every morning" or "Post a market update every Monday."
• 📋
  Forms

  Create quizzes, surveys, and contact forms that you can share via link. View submissions in the dashboard. Ask Ace to create a form by describing what you need.
• 📚
  Workload

  Upload documents (PDFs, spreadsheets, text files) and media (images, videos) for Ace to reference. Ace can search through uploaded files to answer questions about your business data.
• ⚙
  Settings

  Change your AI provider, enable/disable specific tools, update your business profile, and configure integrations.
• 💻
  Studio

  A built-in code editor for creating and editing web projects. Ace can build landing pages, forms, and small web apps for you right here.

Connecting Integrations

OpenAce works great on its own, but connecting integrations unlocks even more power. All integrations are optional.

Telegram (Mobile Access)

Chat with Ace from your phone using Telegram. Here's how to set it up:

1. Open Telegram and search for @BotFather.
2. Send /newbot and follow the prompts to name your bot.
3. BotFather will give you a bot token (a long string of characters). Copy it.
4. In OpenAce Settings, paste the token in the Telegram section, or add it during onboarding.
5. Open your new bot in Telegram and send it a message — Ace will reply!

Google Calendar, Drive & Gmail

Connect your Google account to let Ace manage your calendar, access Drive files, and send emails through Gmail.

1. You'll need a Google Cloud project with OAuth credentials. Create credentials here.
2. Download the credentials JSON file and save it as config/google-credentials.json in your OpenAce folder.
3. In your terminal, run: npm run setup-google
4. A browser window will open for you to authorize access. Sign in and approve.
5. You're connected! Ask Ace to check your calendar or send an email.

Social Media

Connect your social accounts to let Ace post and schedule content. Each platform requires its own API credentials:

• Twitter/X — Create a developer app at developer.x.com and add your API keys to Settings.
• LinkedIn — Create an app at LinkedIn Developers and authorize it.
• Facebook & Instagram — Set up through Meta Business Suite with a Page and app.
• TikTok — Apply for API access at TikTok for Developers.

Email (Gmail SMTP)

To send emails through Ace, you'll need a Gmail app password:

1. Go to your Google App Passwords page.
2. Generate a new app password for "Mail."
3. Run npm run setup-gmail in your terminal and paste the password when prompted.

Zoom

Let Ace schedule Zoom meetings:

1. Create an OAuth app at Zoom App Marketplace.
2. Run npm run setup-zoom and follow the prompts.

Tips & Tricks

Things to try asking Ace

Training SOPs

SOPs let you teach Ace how to do something by recording your screen:

1. Go to the SOPs tab in the dashboard.
2. Click "Start Recording" and give your SOP a name (e.g., "Post a listing on Craigslist").
3. Perform the task normally — Ace watches and records each click and keystroke.
4. Click "Stop Recording" when done.
5. Now just tell Ace "Post a listing on Craigslist" and it will repeat your exact steps!

Getting better results

• Be specific. Instead of "find leads," try "find 10 dental offices in Miami that have fewer than 50 Google reviews."
• Give context. The more Ace knows about your business (from onboarding), the better its responses.
• Use follow-ups. If Ace finds leads, you can say "email the first 3" — it remembers the conversation.
• Check the pipeline. Leads Ace finds automatically appear in your Pipeline tab.

Troubleshooting

Frequently Asked Questions