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How to Set Up OpenAce

A narrated walkthrough of the onboarding wizard.
Takes about 3 minutes.

0.95x

Press H to hide controls during recording

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How to Set Up OpenAce

A step-by-step walkthrough of the onboarding wizard.
Takes about 3 minutes from install to first conversation.

Step 1 of 8

The Welcome Screen

After you install and open your browser to localhost:3333, this is the first thing you'll see.

Just click "Get Started" — this screen only appears once, on your very first visit.
localhost:3333
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Welcome to OpenAce
Your AI Executive Assistant. Ace handles business management, strategy, marketing, research, code, scheduling, and web browsing.
Get Started →
Step 2 of 8

Terms & Consent

Read through the terms. OpenAce is autonomous — it takes real actions on your computer — so you'll acknowledge that here.

Scroll through the terms box, then check the box at the bottom. The Continue button activates once you've agreed.
localhost:3333
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Terms & Consent

What OpenAce Can Do

OpenAce can browse the web, send emails, manage files, control your desktop, and execute automated tasks on your behalf.

Use at Your Own Risk

This software is provided "as-is." While safeguards are in place, unintended actions are possible.

Limitation of Liability

Liability is capped at $100 USD.
I understand that OpenAce is an autonomous AI that takes real actions, and I accept the terms above.
← Back
Continue →
Step 3 of 8

Choose Your AI Provider

Pick the AI that powers Ace. We recommend Google Gemini — it has a free tier so you can start without a credit card.

Get your free API key: Go to aistudio.google.com/apikey, click "Create API key", and paste it here. Then hit "Test Connection" to verify.
localhost:3333
✓ Node.js v22 ✓ Dependencies ✓ Server
Choose your AI provider
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Google Geminigemini-2.5-flash — free tier
Recommended
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OpenAIGPT-4.1
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ClaudeSonnet 4.6
Gemini API Key
⚡ Test Connection
✓ Connected — Gemini is ready!
Step 4 of 8

Tell Ace About You

Enter your name and company. Ace uses this to personalize emails, outreach, and everything it writes on your behalf.

All data stays on your machine. Nothing is sent to the cloud — your info is stored locally in the data/ folder.
localhost:3333
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About You
What's your name?
What's your company called?
← Back
Continue →
Step 5 of 8

Describe Your Business

This is how Ace learns about your industry, audience, and what you offer. The more you fill in, the smarter Ace gets at research, outreach, and content.

Why this matters: When Ace writes emails, researches leads, or creates social posts — it references this profile to sound like you, not a generic AI.
localhost:3333
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Your Business
Industry
What does your company do?
Target audience
Key offerings
Location
Step 6 of 8

Telegram (Optional)

Want to chat with Ace from your phone? Connect a Telegram bot. If you only use the web dashboard, just skip this.

100% optional. Most users skip this and come back later. You can set it up anytime from Settings.
localhost:3333
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Telegram Setup
How to get a bot token: 1. Open Telegram, search @BotFather
2. Send /newbot
3. Copy the token → paste below
Bot Token
✓ Bot connected: @MyAceBot
Skip this if you don't use Telegram
Step 7 of 8

Desktop Control

Enable Ace to control your mouse, keyboard, and browser. This powers browser automation, SOP recording, and desktop tasks.

macOS only. Windows and Linux users should skip this. All chat, email, CRM, and social features work without desktop control.
localhost:3333
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Desktop Control
Enable Desktop Control Allow Ace to operate your computer
🖱 Mouse ⌨ Keyboard 🌐 Browser
⚠️ Risk Warning

Desktop control allows mouse movement, keyboard input, and app interaction. System apps are blocked by default.

← Back
Continue →
Step 8 of 8

You're All Set!

Ace shows a summary of everything you configured. Click "Go to Dashboard" and start talking to Ace — ask it anything.

That's it! The entire setup takes about 3 minutes. Now just type in the chat: "Find me leads in property management in Miami" and watch Ace go to work.
localhost:3333
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You're all set, Sarah!
Ace is ready to help you with Mitchell Property Group. Here's what's been configured:
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AI ProviderGoogle Gemini
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Desktop✓ Enabled
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Telegram✓ Connected
Go to Dashboard →
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Start Using OpenAce Today

Free for 45 days. One command to install.
Your AI executive team is ready.

openaceai.com

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