Eric Onboarding — Getting Started with AI Agent Tools

Welcome aboard, Eric. This doc walks you through using the same AI tools Joseph uses to run Janga.dev operations. Think of it as having a senior analyst + executive assistant that never sleeps.

What You Have Access To

1. OpenClaw (Your AI Agent — "Harmony")

This is the core system. It's an AI agent that can:

Research anything (web search, data analysis)
Draft documents, emails, proposals
Manage files and notes
Run scheduled tasks
Connect to your messaging (WhatsApp, Telegram, Discord)

Your instance: You should be connected via WhatsApp. If not, ask Joseph to pair you.

2. Model Selection (Important!)

The AI can run on different "brains." Switch based on what you need:

Model	Best For	How to Switch
Opus (smartest)	Complex analysis, legal docs, strategy, financial modeling	Type: `/model opus`
Sonnet (balanced)	Day-to-day tasks, drafting, research, summaries	Type: `/model sonnet`
Auto (default)	General use, cost-efficient	Type: `/model openrouter/auto`

Rule of thumb: Use Sonnet for 90% of tasks. Switch to Opus when you need deep analysis or complex documents.

3. OpenViking (Knowledge Base)

A context database that stores and retrieves information. Useful for:

Searching past conversations and decisions
Finding documents across the workspace
Building institutional memory

Access: Available through the agent — just ask "search OpenViking for [topic]"

4. Obsidian (Notes)

Markdown-based notes system. Joseph's vault has business notes, meeting logs, and project docs.

Access: Ask the agent to search or read files from the Obsidian vault.

Your First Tasks (Homework)

These are real tasks that will help you learn the tools AND contribute to Janga.dev:

Task 1: Review the Business Documents

Ask the agent:

"Read the files in projects/janga-dev/legal/ and summarize each one for me"

Then ask follow-up questions about anything you don't understand. This is how you'll get familiar with:

The operating agreement (your role, equity, vesting)
The business plan
The convertible note structure for investors

Task 2: Research Texas LLC Formation

Ask the agent:

"What are the exact steps and costs to form an LLC in Texas? What do we need to file with the Secretary of State? Give me a checklist."

This is your domain as COO. Own the administrative process.

Task 3: Set Up a Business Bank Account Research

Ask the agent:

"Compare business checking accounts for a new LLC: Chase, Mercury, Relay, Bluevine. Which is best for a startup that will be doing both traditional business and crypto/trading? Make a comparison table."

Task 4: Draft an Onboarding Checklist

Ask the agent:

"Help me create an operational onboarding checklist for Janga.dev LLC. Include: state filings, EIN, bank account, registered agent, business address, accounting software, and any other administrative items a new Texas LLC needs."

Task 5: Meeting Notes Practice

Next time you're on a call with Joseph or the team, try:

"I'm about to have a meeting about [topic]. After I paste my notes, help me clean them up into a structured summary with action items."

Prompting Tips

Be specific

❌ "Help me with business stuff" ✅ "Create a comparison table of registered agent services in Texas, sorted by annual cost, with pros/cons for each"

Give context

❌ "Write an email" ✅ "Write a professional email to our investor updating them on this month's progress. We generated $3,200 in consulting revenue and $800 in trading profits. Keep it under 200 words."

Ask for formats

"Give me a table"
"Make it a checklist"
"Bullet points only"
"Draft this as a formal letter"

Chain your questions

The agent remembers your conversation. Build on previous answers:

"Research X"
"Now compare that to Y"
"Based on both, what do you recommend?"
"Draft a doc with your recommendation"

Switch models when it matters

Getting a generic/shallow answer? → /model opus then re-ask
Doing something simple? → /model sonnet to save costs

Key Commands

Command	What It Does
`/model opus`	Switch to smartest model
`/model sonnet`	Switch to balanced model
`/status`	Check current session info
Just type naturally	Ask questions, give tasks, have conversations

What NOT To Do

❌ Don't share API keys, passwords, or secrets in chat (the agent stores conversation history)
❌ Don't approve shell commands you don't understand (ask what it does first)
❌ Don't use the agent for personal tasks unrelated to Janga.dev on the business instance
❌ Don't send sensitive client data without checking data handling policies first

Your Role at Janga.dev

As COO, your domain is operations and administration. Here's what that means day-to-day:

Immediate (Week 1-2)

Review all legal docs in projects/janga-dev/legal/
Research and recommend: registered agent service
Research and recommend: business bank account
File LLC with Texas Secretary of State (once Joseph approves)
Apply for EIN with IRS
Set up basic accounting (Wave, QuickBooks, or similar)

Month 1

Establish operational processes (how we track tasks, communicate, report)
Set up client onboarding workflow for consulting engagements
Create templates: invoices, proposals, SOWs
Coordinate with Austin (CGO) on lead-to-client handoff process

Ongoing

Monthly financial reporting (P&L, cash position, trading returns)
Vendor management (hosting, tools, subscriptions)
Client relationship management
Administrative compliance (annual filings, tax deadlines)

Questions?

Message Joseph directly, or ask the agent:

"I have a question about [topic] — can you explain it and also flag it for Joseph to review?"

The agent will answer what it can and log anything that needs Joseph's input.

Welcome to the team. Let's build something.

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