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| 1 | +# Atomic Demo Runbook |
| 2 | + |
| 3 | +This runbook is for installing openclaWP on a WordPress.com Atomic site and using it to demo agency automation packages for existing-client websites. |
| 4 | + |
| 5 | +## Goal |
| 6 | + |
| 7 | +Show an agency buyer that openclaWP can inspect a client site, recommend automation opportunities, and generate a reviewable agent package with: |
| 8 | + |
| 9 | +- agent registration args |
| 10 | +- workflow spec |
| 11 | +- connector plan |
| 12 | +- knowledge-base plan |
| 13 | +- approval policy |
| 14 | +- sales-call demo prompts |
| 15 | +- deployment checklist |
| 16 | + |
| 17 | +The demo is intentionally not focused on editing WordPress pages or Elementor layouts. |
| 18 | + |
| 19 | +## Access Needed |
| 20 | + |
| 21 | +1. WordPress.com Business or Commerce plan site with Atomic/plugin support. |
| 22 | +2. Admin access to wp-admin. |
| 23 | +3. Access to the site's WordPress.com Deployments tab, or SSH/SFTP access. |
| 24 | +4. A configured AI Client provider for the site. For Atomic, use a cloud provider connector unless Ollama is reachable from the site over HTTPS. |
| 25 | +5. Optional: WP-CLI access through WordPress.com SSH for faster smoke checks. |
| 26 | + |
| 27 | +## Recommended Deploy Path |
| 28 | + |
| 29 | +Use WordPress.com GitHub Deployments in Advanced mode. |
| 30 | + |
| 31 | +1. Connect `lezama/openclawp` to the Atomic site from WordPress.com -> site -> Deployments. |
| 32 | +2. Use branch `main`. |
| 33 | +3. Set destination directory to `/wp-content/plugins/openclawp`. |
| 34 | +4. Set deployment mode to Advanced. |
| 35 | +5. Select `.github/workflows/wpcom.yml`. |
| 36 | +6. Use Manual deployments for a real production/demo site; Automatic is fine for a disposable staging site. |
| 37 | +7. Trigger the first deployment manually. |
| 38 | + |
| 39 | +The workflow installs production Composer dependencies, installs Node dependencies, builds block/admin assets, and uploads a `wpcom` artifact containing only the plugin runtime files. |
| 40 | + |
| 41 | +## Alternate Deploy Path |
| 42 | + |
| 43 | +If GitHub Deployments is not connected yet, build the ZIP locally and upload it in wp-admin: |
| 44 | + |
| 45 | +```bash |
| 46 | +composer install --no-dev --prefer-dist --no-progress --optimize-autoloader |
| 47 | +npm ci |
| 48 | +npm run build |
| 49 | +bash bin/build.sh 0.1.0 |
| 50 | +``` |
| 51 | + |
| 52 | +Upload `openclawp.zip` from Plugins -> Add New Plugin -> Upload Plugin. |
| 53 | + |
| 54 | +## Activation |
| 55 | + |
| 56 | +After deployment: |
| 57 | + |
| 58 | +1. Activate `openclaWP`. |
| 59 | +2. Confirm the site has WordPress 7.0+ AI Client functions available. |
| 60 | +3. Configure one provider connector. |
| 61 | +4. Run the setup wizard and enable the bundled example agent for smoke testing. |
| 62 | +5. Open openclaWP -> Chat and ask: |
| 63 | + - `what is my latest post?` |
| 64 | + - `who am I?` |
| 65 | + - `how many pending comments?` |
| 66 | + |
| 67 | +WP-CLI smoke checks: |
| 68 | + |
| 69 | +```bash |
| 70 | +wp plugin activate openclawp |
| 71 | +wp option update openclawp_setup_enable_example_agent 1 |
| 72 | +wp option update openclawp_setup_completed 1 |
| 73 | +wp eval 'var_dump(function_exists("wp_ai_client_prompt"), defined("AGENTS_API_LOADED"));' |
| 74 | +``` |
| 75 | + |
| 76 | +## Demo Data |
| 77 | + |
| 78 | +The agency audit is stronger when the site has pages that look like a real service business. On a disposable demo site, seed a few pages: |
| 79 | + |
| 80 | +```bash |
| 81 | +wp post create --post_type=page --post_status=publish --post_title='Services' --post_content='We offer consultations, implementation, support, and managed services.' |
| 82 | +wp post create --post_type=page --post_status=publish --post_title='Request a Quote' --post_content='Request a quote for a project. Tell us your timeline, budget, and goals.' |
| 83 | +wp post create --post_type=page --post_status=publish --post_title='Book a Consultation' --post_content='Book an appointment with our team. We offer weekday consultations.' |
| 84 | +wp post create --post_type=page --post_status=publish --post_title='Support FAQ' --post_content='Find answers about pricing, onboarding, support, refunds, and account help.' |
| 85 | +``` |
| 86 | + |
| 87 | +## Live Demo Script |
| 88 | + |
| 89 | +1. Open openclaWP -> Agency. |
| 90 | +2. Show Top opportunities on this site and explain that the audit maps site signals to automation offers. |
| 91 | +3. In Generate a client demo package, choose the top use case. |
| 92 | +4. Fill client name, industry, goals, available connectors, and blueprint answers. |
| 93 | +5. Click Generate demo package. |
| 94 | +6. Show Recent generated demos: |
| 95 | + - missing answers |
| 96 | + - connectors to configure |
| 97 | + - demo prompts |
| 98 | +7. Open openclaWP -> Chat and use one generated demo prompt as the customer scenario. |
| 99 | +8. Close with the production checklist: configure connectors, index KB sources, review approval policy, then register the generated agent/workflow. |
| 100 | + |
| 101 | +## Good Demo Defaults |
| 102 | + |
| 103 | +For a lead-generation agency demo: |
| 104 | + |
| 105 | +```text |
| 106 | +Blueprint: Lead concierge |
| 107 | +Industry: local services |
| 108 | +Goals: qualify leads, reduce response time, route sales requests |
| 109 | +Available connectors: Forms, Email |
| 110 | +Answers: |
| 111 | +offer: Initial consultation |
| 112 | +qualification_fields: service needed, timeline, budget, location |
| 113 | +handoff_destination: sales inbox |
| 114 | +tone: concise and consultative |
| 115 | +``` |
| 116 | + |
| 117 | +For a booking demo: |
| 118 | + |
| 119 | +```text |
| 120 | +Blueprint: Booking agent |
| 121 | +Industry: clinic |
| 122 | +Goals: collect appointment requirements, reduce phone calls, prepare booking handoff |
| 123 | +Available connectors: Email |
| 124 | +Answers: |
| 125 | +bookable_services: consultations and follow-up appointments |
| 126 | +availability_rules: weekdays, 9am to 5pm, no same-day bookings |
| 127 | +calendar_destination: clinic calendar |
| 128 | +``` |
| 129 | + |
| 130 | +## Risks To Check Before The Call |
| 131 | + |
| 132 | +- The Atomic site must support the required WordPress/AI Client runtime. |
| 133 | +- The provider connector must be configured before Chat can call a model. |
| 134 | +- The Agency generator creates a reviewable package; it does not auto-install external CRM, calendar, helpdesk, or WhatsApp connectors. |
| 135 | +- The plugin is still spike-stage software. Use a demo/staging Atomic site, not a client production site. |
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