OpenBot

OpenBot

AI coworkers. Ready for the enterprise.

A modular, self-hostable workspace for AI coworkers. Choose your models. Bring your agents. Own your infrastructure.

Mac / Apple silicon · Mac / Intel · Windows

iOS · Android · Slack · Teams

Kubernetes

OpenBot for Business · Get early access → · Docs

From CopilotKit, creators of AG-UI.

Getting started

On your laptop

The easiest way to get started is with the fully self-contained app that runs on your laptop, combining the OpenBot frontend and Docker-based backend in one application.

Mac / Apple silicon · Mac / Intel · Windows

Run from source

For your team

OpenBot for Business brings your agents into one workspace with company sign-in, tool permissions, approvals, and audit. Deploy on your infrastructure or work with our engineers on hosting and customization.

Get early access to OpenBot for Business → · Talk to an engineer · Kubernetes setup

Web, mobile, and chat

Web · iOS · Android · Slack · Teams

See it in action

https://github.com/user-attachments/assets/535ef7ee-1631-4a69-b839-564c56cf90b4

Watch a Bot use its browser and tools, review interactive results, and take over when it needs you. Teach it repeatable tasks through feedback and demonstrations.

Your workspace. Your stack.

• Choose your models. Use OpenAI, Claude, Gemini, or open models through an OpenAI-compatible endpoint, hosted by a provider or on your own infrastructure. Keep your provider relationships and change models as your needs change.
• Bring your agents. Run built-in Bots in the OpenBot server, or connect your existing agents through AG-UI from any agent execution platform. Agents built with different stacks can work in the same workspace.
• Make it yours. Use the MIT-licensed template as-is, white-label it, or customize it deeply. AG-UI connects agents, MCP connects tools, and the frontends and backend can evolve independently.
• Govern work across your team. Company sign-in, roles, tool permissions, approvals, and audit apply across the workspace. Your agents use OpenBot's tools and computers under the same policies.
• Get help deploying it. CopilotKit's engineers can work with your team to deploy OpenBot, connect your systems, and automate parts of specific jobs.

Connect your agent · Configure models and tools · Explore OpenBot for Business

Built on CopilotKit and AG-UI

OpenBot is built on CopilotKit, which is used in production by a majority of Fortune 500 companies.

Your agent stack. AG-UI has first-class integrations across the major agent frameworks and harnesses, including Anthropic's Claude Agent SDK, Microsoft Agent Framework and Agent Harness, Google ADK, AWS Strands, Oracle Agent Spec, LangChain, Mastra, Pydantic AI, Agno, and CrewAI. Many ship first-party support; Amazon Bedrock AgentCore supports AG-UI directly.

Your execution platform. Keep your agents on Amazon Bedrock AgentCore, Claude Managed Agents, Google's Agent Platform, LangChain's Managed Deep Agents, Microsoft Foundry Agent Service, or your own infrastructure. Connect them to OpenBot through an AG-UI endpoint, using an adapter where needed. Your choice of agent platform stays independent of your workspace.

Architecture

OpenBot has three parts. On your laptop, setup runs the backend and Intelligence for you. For a team, the Helm chart deploys both on Kubernetes in your own infrastructure.

Part	What it does
OpenBot frontends	Mac, Windows, web, iOS, Android, Slack, and Teams connect people to the same workspace. Conversations, interactive results, computer view, and approvals adapt to each surface. Choose a frontend.
OpenBot backend	Runs the workspace API and built-in Bots, connects external agents and tools, manages Bot computers, and enforces identity, permissions, action policies, and audit. Deploys on Kubernetes with PostgreSQL and persistent storage.
CopilotKit Intelligence	Durable conversations, memory, Automatic Learning, and enterprise governance services. Separately licensed; runs on Kubernetes alongside OpenBot.

OpenBot enforces sign-in, tool permissions, action policies, and audit at its API, alongside Intelligence's platform services. Built-in Bots run in the OpenBot server; your own agents can run alongside OpenBot or on any agent execution platform. Both use AG-UI and can share the same workspace.

Computer execution is pluggable: use the default Kubernetes setup or connect a compatible external computer provider.

Architecture details · Services and ports · Kubernetes deployment

Open source, local operation, and licensing

The OpenBot application template is open source under the MIT license. You can fork, modify, and white-label it. It uses CopilotKit Intelligence, which is separately licensed and can run entirely on your own machine or infrastructure.

Where you run it	CopilotKit Intelligence license
Your laptop, for personal use and experimentation	Requires a free local Intelligence license. Desktop setup handles this for you.
Kubernetes evaluation	Requires a free Intelligence trial license. Request a trial.
Kubernetes / production	Requires a production Intelligence license beyond evaluation. OpenBot for Business includes Intelligence for use with OpenBot. Plans and pricing.

Fully local is an option. Run OpenBot, Intelligence, and a compatible model locally. A cloud model or connected online app still sends requests to that service. Initial downloads, account sign-in, and local license renewal need internet access.

---

Deploy on Kubernetes

Deploy OpenBot and CopilotKit Intelligence together on AWS EKS, Azure AKS, Google GKE, or your own Kubernetes cluster. The chart installs Intelligence by default; no separate hosted project is required.

For a first evaluation, you need a cluster with amd64 nodes, a default StorageClass, kubectl, Helm, a trial or production license, and a model key. The commands below use an OpenAI key. For Anthropic, a model router, cluster sizing, or an existing Intelligence deployment, use the full Helm guide.

Setting up with an AI assistant? Give it this README and the Helm guide. The guide covers cloud-specific values, storage, secrets, sign-in, networking, upgrades, and troubleshooting. Use the evaluation below only through a local port-forward; configure sign-in and TLS before sharing a deployment.

1. Get the source. Skip this if you already have a checkout.

   git clone https://github.com/CopilotKit/OpenBot.git
   cd OpenBot
   

2. Create openbot-secrets.yaml locally. Replace the placeholders with your license and model key. Keep this file out of source control.

   secrets:
     licenseToken: "<your CopilotKit trial or production license>"
     modelApiKey: "<your OpenAI API key>"
   

3. Install.

   helm dependency build charts/openbot
   helm install openbot charts/openbot \
     --namespace openbot --create-namespace \
     --values charts/openbot/ci/vanilla-values.yaml \
     --values openbot-secrets.yaml \
     --timeout 15m
   

4. Open your evaluation.

   kubectl -n openbot get pods,jobs
   kubectl -n openbot port-forward svc/openbot-server 3001:3001
   

   Open http://127.0.0.1:3001. This configuration is single-user: anyone who can reach it is an administrator. Keep the port-forward local.

The chart creates the runtime credentials, installs the databases, bootstraps Intelligence, and sets up the Learning container and scheduled jobs. Automatic Learning uses your model key too.

For a team deployment, follow the Helm guide to configure authentication, TLS, your database, secrets, persistent storage, and network policies. For a single-container alternative, see Deploy it.

Run from source

Use the template to customize the workspace, branding, Bots, and skills. The source setup below uses managed Intelligence by default; local Intelligence is also available.

git clone https://github.com/CopilotKit/OpenBot.git
cd OpenBot

Requirements

To run the open-source template locally, you’ll need the following.

• Docker, for PostgreSQL and the shipped Bots.
• Bun 1.4+, for the app, the API server and the tests (some tests fail on 1.3).
• A CopilotKit Intelligence project and license. A free plan is available, and Intelligence can be self-hosted.
• A model key. The proof-of-concept Bot uses OpenAI; the LangGraph Bot can use OpenAI, Anthropic, or Google.

Quick start

The example configuration sets OPENBOT_SINGLE_USER=true, so you can try the app as a local administrator. Configure sign-in before giving anyone else access. On a Mac, the free Developer plan also covers running Intelligence locally with Docker.

Setting up with an AI assistant? Paste prompt.txt into it first. It carries the same steps as below plus the things that are easy to get wrong: which of the blank keys in .env.example are actually yours to fill (the CopilotKit key and a model key), which the start script fills for you, and what each start-up refusal means. Every claim in it is checked against this repository.

1. Create .env:

   cp .env.example .env
   bun install
   

2. Connect a fresh managed Intelligence project:

   npx --yes copilotkit@latest login
   npx --yes copilotkit@latest project select
   bun scripts/setup-learning.ts
   

   The helper provisions the selected project's runtime key, creates or reuses its openbot Learning container, then writes both settings to .env. It preserves custom container assignments and never replaces an existing OpenBot key; with one set, it only creates openbot in that key's project if it is missing. For fresh self-hosted setup, set INTELLIGENCE_API_URL to that deployment's HTTPS API origin (or http://localhost for a local one) and run the helper without the two npx commands. It opens an isolated Chrome or Edge window for your usual sign-in and project choice; install either browser first. For CLI-managed local evaluation installs, it discovers the matching dashboard with the newest installed or cached CopilotKit CLI and uses that dashboard for login and session requests. Discovery runs offline with Bun, without downloading the CLI or requiring npx on your PATH. If no CLI is available, manually hosted deployments use their API origin for sign-in. Complete the local auth approval shown in the browser when prompted. The runtime API URL stays unchanged. It writes the API URL, the key and the container, not INTELLIGENCE_GATEWAY_WS_URL, so set that one to the same deployment yourself. Once openbot exists, the server assigns it as the default by itself unless Admin → Automatic Learning has a saved setting. Managed Intelligence needs no separate licence token.

   The same CopilotKit CLI sign-in provisions Composio automatically when you run bash scripts/start.sh. If that cannot complete, OpenBot still starts, with apps unavailable. You can run bun run setup:composio first to prepare it separately, or later to retry; it does not need a Learning container. The helper creates or reuses one isolated Composio project for this installation and saves its project key to .env. Existing Composio keys and Arcade configurations are preserved. Keep the private .env.openbot-installation-id file across restarts and interrupted setup attempts; do not copy it into a new installation. This needs a published CopilotKit CLI with integrations composio provision and the hosted provisioning service enabled. See Composio setup for deployment preparation.

3. Fill the remaining required values:

   • OPENAI_API_KEY

   Keep the managed Intelligence URLs from .env.example unless you run Intelligence yourself. The example KEY_ENCRYPTION_KEY is public and fine locally; generate your own with:

   openssl rand -base64 32
   

4. Run:

   bash scripts/start.sh
   

5. Open http://localhost:3010.

scripts/start.sh starts Docker services, applies migrations, starts the API server on port 3001, starts the routine worker, starts the app on port 3010, and checks that the services answer their own health routes before printing next steps.

scripts/stop.sh takes the same things down, including each Bot's computer, which compose does not own; --keep-computers leaves the computers running. Nothing is deleted: the database, the Bots' files and their browser profiles are volumes.

On Windows

Run the clone inside WSL 2 with Ubuntu, and run every step above from an Ubuntu terminal. Windows (WSL 2) lists what to install in Ubuntu first. Keep an Ubuntu terminal open while you use OpenBot, and open the app from your Windows browser at http://127.0.0.1:3010.

Intelligence on your own machine

To try Intelligence on one Mac instead of the managed service, follow Evaluate Intelligence locally. The free Developer plan qualifies. The local licence lasts 30 days and npx copilotkit@latest local renew renews it as often as you need, while your account is in good standing. It is a preview for macOS with Docker Desktop, not a production installation. Run its npx copilotkit@latest local connect from the OpenBot root, where .env is.

That command writes INTELLIGENCE_API_URL, INTELLIGENCE_GATEWAY_WS_URL and CPK_INTELLIGENCE_API_KEY to .env. OpenBot reads those settings directly; no key copying or renaming is needed. INTELLIGENCE_API_KEY remains supported for older configurations. When both are set, the non-empty CLI key takes precedence so reconnecting uses the new project's key.

To give the Bots a Learning container on that stack, see Automatic Learning.

Deploy it

One image carries the app, the API, the browser the Bots drive, and optionally PostgreSQL. Same .env, no Kubernetes.

# The published image. Nothing to clone and nothing to build.
docker run -p 3001:3001 --env-file .env \
  -e EMBEDDED_POSTGRES=on -v openbot-data:/var/lib/postgresql \
  ghcr.io/copilotkit/openbot:latest

# Or the tree you have in front of you.
docker build -t openbot .
docker run -p 3001:3001 --env-file .env \
  -e EMBEDDED_POSTGRES=on -v openbot-data:/var/lib/postgresql openbot

Everything is on 3001 here, the app included, rather than the 3010 the clone uses. latest is the most recent release and a version tag such as :v0.0.9 pins one.

Leave EMBEDDED_POSTGRES off and set DATABASE_URL to point at a database you already run. docs/deployment.md has the minimum sizes, the platform notes, and how it behaves behind more than one replica.

Try it

Pick a task you know well enough to review. For example, ask a Bot to check a hotel receipt against a travel policy in Drive. Have it show the room rate and tax separately so you can decide whether the claim meets the nightly limit. Use Teach a Bot to record the steps you want it to follow on the next claim.

• Open /bot and ask: Open news.ycombinator.com and tell me the top story.
• Ask the Bot to fill out https://httpbin.org/forms/post, then inspect /admin/audit.
• Open /admin/boundaries, add a deny rule or preset, and retry the same browser action.
• Create a Bot from /bots, give it a standing role, and start a channel with it.

What it is

In Personal Edition, you start with one assistant on your computer. With the source template, Docker Compose starts the supporting services, PostgreSQL stores the workspace configuration, and you choose the model. OpenBot encrypts stored model credentials and keeps them out of logs.

The team template comes with two Bots. General Assistant helps with everyday work. Knowledge answers questions from the company documents you connect and cites its sources.

To add a Bot, open /bots or start from one of the YAML examples. For example, Meeting Follow-ups reads meeting notes and lists who agreed to do what. Copy its file into examples/fintech/agents/ and restart OpenBot to try it. You grant tool access separately, so you can let a Bot read a document without giving it permission to edit it.

More at open.bot.

Built on AG-UI

A Bot is any endpoint speaking AG-UI, the open protocol for agent-to-user interaction, so OpenBot is not tied to a framework and neither are you. Agents built with LangGraph, Mastra, CrewAI, Pydantic AI, Google ADK or written by hand all arrive the same way, and the governance rides the protocol rather than the framework.

Main surfaces

Route	Purpose
/	Start and browse channels.
/channel/new	Start a conversation; two or more Bots in To: start a group.
/channel/:id	Converse with one coworker, watch its screen, and see what it ran.
/bot	Direct chat with a Bot; ?agent=<id> selects one.
/bots	Every Bot you can reach; create one, and open its page to change it.
/bots/:id	One Bot: what it waits on you for, what it is doing, and how it is set up.
/bots/:id/responsibilities	Give the Bot a lasting goal, follow its progress, and decide when it should work.
/bots/:id/reach	Continue a conversation with the Bot in Slack, Microsoft Teams, or by text message.
/bots/:id/memory	Which connected apps feed the Bot facts, and its background research.
/bots/:id/approvals	What the Bot may do without asking you first.
/connections	Connect your apps so your Bots can work with them.
/capabilities/skills	Create and enable personal skills.
/capabilities/memory	What your Bots remember about you, and facts you tell them.
/routines	See the routines that are standing, and stop one.
/settings	User preferences.
/settings/passwords	Logins you saved when signing a Bot in to a website.
/settings/notifications	Where updates go, your devices, and recent deliveries.
/settings/approvals	Whether your Bots ask before acting, and rules for every Bot.
/admin/credentials	Store write-only encrypted credentials.
/admin/approvals	Team approval settings, team rules, and shared account requests.
/admin/computers	View, stop, and reset Bot computers.
/admin/boundaries	Configure browser/file/MCP action policy.
/admin/components	Publish components and govern which Bots may use them.
/admin/playground	Draft and publish sandboxed components in the browser.
/admin/plugins	Configure MCP servers and grant their tools to Bots.
/admin/skills	Write deployment skills and grant them to Bots.
/admin/learning	Assign Learning containers to Bots, or pause Automatic Learning.
/admin/people	List, promote, demote, and remove people who have signed in.
/admin/identity-providers	Register a company SAML or OIDC provider, routed by email domain.
/admin/enterprise	What members may use, how Bot computers reach the network, and what is recorded about it.
/admin/audit	Review permitted, refused, and failed actions.

Features

• A computer per person: the supervisor gives each person their own container, with a folder and browser profile for each of their Bots. Tick Isolated on a Bot to give it a container of its own. Set COMPUTER_RUNTIME=runsc to run them under gVisor where the host supports it.
• A shell, not just a browser: a Bot can run a command in its workspace, install what it needs, and process a file it saved. Through the same gate as everything else, so a rule can refuse a shell outright or refuse particular commands, and the command is on the record either way. The command inherits PATH, locale, terminal and proxy variables, not the rest of the deployment's environment.
• The gateway is the only way in: it resolves the target from a server-held snapshot, evaluates the policy, writes the audit row, and only then calls the computer. There is no path that acts without the record existing first.
• CEL policy, fail closed: rules can inspect tool.name, intent, bot.id, actor.id, page.url, page.host, element.*, key, command, file.*, mcp.* and initiator.* (what started the run, so a rule can refuse a scheduled routine what it would allow a person). Deny is evaluated before allow, a missing policy permits nothing, and a broken rule refuses rather than opens.
• Watch what it is doing: the screen shows what a Bot is looking at, and the Activity list under it shows what it ran, read and saved in this conversation, with the output. A command line in the transcript opens to the same thing. A saved file shows its path and size, never its contents.
• Take the wheel: a Bot that hits a login wall or a 2FA prompt asks for help. Control is handed over in the same panel and recorded as computer.help_requested, computer.control_taken and computer.control_released. While a person is driving, Bot actions are refused rather than queued.
• Secrets never enter the transcript: the trail records that a secret was requested and how long it was, not what it said.
• Bring your own agent: any AG-UI endpoint is a Bot, on a framework or hand-written. Endpoints are validated with the same target checks used for browser navigation, and an auth header is stored write-only.
• Components instead of prose: compiled React components live in app/src/components/gallery/, sandboxed ones are authored in /admin/playground and published with no deployment. Every call asks the server whether the component exists, is published, and is not withheld from that Bot. Data functions are granted per component.
• Governed MCP: Google Drive, Notion and the public-web research providers Parallel, Exa and Firecrawl ship in the catalogue, and Composio brokers a few hundred more apps behind one account, each reached as the person asking. The catalogue carries only vendors this deployment stands behind, so adding one is a review of that vendor. Custom servers must pass URL checks; unknown tools and custom-server tools are treated as writes, and a catalogue tool the server advertises but does not name as a write classifies as a read. A Bot is told which connectors exist here and which it holds, so it says it has not been granted one rather than browsing to the vendor's website.
• Skills are instructions, not capabilities: personal skills attach only to Bots their author owns, deployment skills are admin-owned, and both are invoked with / in the composer. A Bot granted the shipped skill-creator skill can write one with you in the conversation, and saves it only when you press the button on the card.
• Sign in with what your company already has: Google, Microsoft or Okta from the environment, or a company's own SAML or OpenID Connect provider registered while the deployment runs and routed by email domain. Any one turns sign-in on; several may be configured at once.
• Decide who gets in: /admin/people lists everybody who has signed in, promotes and demotes them, and removes access, which ends the session they are using and stops the next sign-in. Every change is on the audit trail.
• An audit trail you can read: /admin/audit lists what was permitted, what was refused and what failed, and every refusal carries the rule that caused it.
• Credentials encrypted at rest: stored through /admin/credentials, never returned by an API, and redacted from audit events.
• Loopback by default: computers bind to 127.0.0.1 and require a per-container token, so nothing reaches a logged-in browser by knowing its port. The supervisor binds there too, because it holds the Docker socket and its token is a shared secret rather than a network boundary.
• Durable threads and memory: conversations survive restarts through CopilotKit Intelligence, and each deployment stamps the threads it owns.
• Routines: ask a Bot to do something on a schedule and it does, running as you, in the channel you asked in. A 15-minute floor and a cap of 20 enabled routines keep a sentence from scheduling more than a person meant, and ten failures in a row switch a routine off rather than burn model spend forever. Needs a worker process, which scripts/start.sh starts locally; see docs/routines.md.

Bring your own agent

Any AG-UI endpoint can be a Bot.

From /bots, create a Bot with:

• name, title, and role description;
• private or public visibility;
• optional AG-UI endpoint;
• optional write-only authorization header.

The server validates agent endpoints with the same target checks used for browser navigation, at registration and again on every redirect the endpoint answers with. If no custom endpoint is set, product-created coworkers use MANAGED_AGENT_AG_UI_URL when it is configured, and are refused when it is not.

A private address is refused unless it is listed in AGENT_ENDPOINT_ALLOWED_HOSTS:

AGENT_ENDPOINT_ALLOWED_HOSTS=agents.internal,10.0.0.42:9000

A host on its own covers any port on that host; a host with a port pins that port. Matching is exact: no wildcards, no suffixes. An entry written as a URL, or containing *, stops startup and names that entry.

The list covers agent endpoints only. Browsing is unaffected, the addresses holding a deployment's own cloud credentials are refused whatever is listed, and listing an address permits registering an agent there rather than granting that agent anything.

Tenant package agents are declared in the package's own agents.yaml, in the directory TENANT_PACKAGE_DIR names (examples/fintech by default), or each in a file of its own under that package's agents/ directory, as either:

• built-in, with a system prompt; or
• remote-ag-ui, with an endpoint.

See docs/configuration.md and docs/coworkers.md.

Configuration

.env.example is the source template. The API server refuses to start without:

• DATABASE_URL
• KEY_ENCRYPTION_KEY
• INTELLIGENCE_API_URL
• INTELLIGENCE_GATEWAY_WS_URL
• INTELLIGENCE_API_KEY

COPILOTKIT_LICENSE_TOKEN is optional. A self-hosted Intelligence with its own licence can still set it and it is forwarded to the runtime; managed Intelligence does not issue one and startup no longer asks for it. A self-hosted Intelligence also needs the licence on its own deployment, or it refuses memory; OpenBot logs intelligence-entitlement-not-ready at boot when that is missing.

Settings worth knowing:

Variable	Use
OPENBOT_SINGLE_USER	Admits every request as one administrator. Required when no identity provider is configured; .env.example ships it on.
OPENAI_BASE_URL	Answers the OpenAI-shaped calls from somewhere else: a gateway, a proxy.
COPILOTKIT_OPENAI_API	responses or chat: the OpenAI API the built-in Bots call behind that OPENAI_BASE_URL. Unset, models that take tools only through the Responses API (gpt-5.6 and later) get responses and the rest get chat.
ANTHROPIC_BASE_URL, GOOGLE_GENERATIVE_AI_BASE_URL	The same, for those two APIs.
COMPUTER_TOKEN	Secret every Bot computer request must present. start.sh falls back to a fixed dev value.
SUPERVISOR_TOKEN	Secret the supervisor requires. start.sh falls back to a fixed dev value.
AGENT_TOOL_TOKEN	Secret a Bot presents to call a granted tool back. start.sh sets one. Without it no Bot may call tools.
COMPUTER_SUPERVISOR_URL	Gives each person a computer of their own instead of one shared computer.
COMPUTER_RUNTIME	Set to runsc to run computers under gVisor, where the host has it.
COMPUTER_SANDBOX	Set to on for Chromium's own sandbox, where the host permits it.
EMBEDDED_POSTGRES	Set to on for a database inside the deployment container.
AGENT_COMPUTER_POLICY	JSON action policy. Malformed JSON stops server startup.
AGENT_COMPUTER_ALLOW_PRIVATE_HOSTS	Lets a Bot reach this machine's own services. Local only, and refused under NODE_ENV=production.
AGENT_ENDPOINT_ALLOWED_HOSTS	Private addresses an agent may be registered at, comma separated. A host, optionally with a port.
TENANT_PACKAGE_DIR	Directory containing tenant YAML. Defaults to ../examples/fintech.
DEPLOYMENT_ID	Names this deployment when two share one Intelligence project.
OPENBOT_SELF_HOST_BANNER	Set false to hide the bar offering CopilotKit's help self-hosting OpenBot. It never shows on a paid Intelligence plan.

Full reference: docs/configuration.md.

Services and ports

Service	Port	Purpose
app	3010	React/Vite UI.
server	3001	Hono API, CopilotKit runtime, auth, policy, audit, plugins, components, coworkers, and channels.
agent-computer	4100	Chromium plus /workspace and browser profile.
agent-bot	4200	Proof-of-concept AG-UI Bot.
agent-langgraph	4201	LangGraph AG-UI Bot.
supervisor	4500 host / 4300 container	Creates and manages one computer per person, and one per Isolated Bot.
worker	none	Fires due routines by handing each run to the server.
PostgreSQL with pgvector	5432	Product data, policy, audit, credentials, grants, channels, and component metadata.
CopilotKit Intelligence	external	Durable threads and memory.

The server gateway is the product/API path for Bot browser and file tool calls. It resolves the target, evaluates policy, writes an audit row, and then calls agent-computer. The computer also exposes lower-level token-protected service endpoints; keep them private and do not use them to bypass the gateway.

More detail: docs/architecture.md.

Sign in

.env.example ships OPENBOT_SINGLE_USER=true, which is one administrator and no sign-in: how a fresh clone reaches the product without registering an OAuth client first. Delete that line and configure any one of Google, Microsoft or Okta before anybody else can reach the deployment. With neither, it refuses to start rather than admitting everybody as an administrator. Configure more than one provider and the sign-in screen offers each of them.

These four are needed whichever you pick:

BETTER_AUTH_URL=http://localhost:3001        # where OAuth callbacks come back to
BETTER_AUTH_SECRET=                          # openssl rand -base64 32
TRUSTED_ORIGINS=http://localhost:3010        # where the app is served from
[email protected]         # comma separated

Then the provider. Register the redirect URI shown beside it.

# Google — http://localhost:3001/api/auth/callback/google
GOOGLE_OAUTH_CLIENT_ID=
GOOGLE_OAUTH_CLIENT_SECRET=

# Microsoft — http://localhost:3001/api/auth/callback/microsoft
MICROSOFT_OAUTH_CLIENT_ID=
MICROSOFT_OAUTH_CLIENT_SECRET=
MICROSOFT_OAUTH_TENANT_ID=common             # your directory GUID for staff only

# Okta — http://localhost:3001/api/auth/callback/okta
OKTA_OAUTH_CLIENT_ID=
OKTA_OAUTH_CLIENT_SECRET=
OKTA_OAUTH_ISSUER=https://example.okta.com/oauth2/default

Restart. Accounts, sessions and roles are stored in the same PostgreSQL database as everything else.

A company's own SAML or OpenID Connect provider is registered while the deployment runs, under Admin → Identity providers, and routed by email domain. An OIDC registration needs every host in the provider's discovery document listed in TRUSTED_ORIGINS, not only the issuer.

• INITIAL_ADMIN_EMAILS is required, because it is what grants the first administrator. After that /admin/people can promote others, but an address named here stays an administrator and cannot be demoted or removed from that screen. It is re-read on every sign-in, so editing it takes effect the next time that person signs in.
• MICROSOFT_OAUTH_TENANT_ID defaults to common, which admits personal Microsoft accounts as well as work ones. On a multi-tenant app registration Entra may send no email claim at all, so OpenBot falls back to upn and then preferred_username. If none of the three arrives the sign-in is refused and the reason is logged: add email as an optional claim, or use your directory GUID here.
• A half-configured provider is refused at start-up rather than at somebody's first attempt to sign in: a client id with no secret, a BETTER_AUTH_SECRET shorter than 32 characters, or an Okta issuer with no credentials behind it.
• SAML and OIDC are registered while the deployment runs rather than configured here. Sign in as an administrator and go to Admin → Identity providers with the metadata your identity team gave you. People then sign in by typing their email address, and the domain decides which provider they are sent to.
• Put TLS in front of any deployment. A page served over plain http:// on anything but localhost is not a secure context, and sign-in cookies want Secure.

Organization sign-in for desktop installations

For an employee desktop, provision an OpenBot authority using the Google, Microsoft or Okta settings above (your Kubernetes OpenBot can serve this role). Set Organization OpenBot URL in the desktop connection screen, or OPENBOT_ORGANIZATION_AUTH_URL=https://openbot.company.example in its public configuration. Use an HTTPS origin; HTTP is accepted only on loopback for local tests. Provider client secrets stay on that authority. Template and white-label deployments can supply the same setting without changing their Intelligence endpoint.

This optional URL is separate from INTELLIGENCE_API_URL, INTELLIGENCE_GATEWAY_WS_URL and INTELLIGENCE_API_KEY. Local, managed and customer-hosted Intelligence all retain their project credential. A Google ID token is not an Intelligence project key. Leave the organization URL empty for a standalone desktop.

Desktop sign-in uses the system browser and Better Auth's single-use PKCE exchange. The authority verifies the employee and current role; organization mode never substitutes [email protected]. Employees do not need project-key administration privileges. Installation happens once: reopening or refreshing an expired organization, Intelligence or model connection preserves the installed runtime and data and opens the relevant connection screen.

Keeping it to your machine

• agent-computer drives a browser holding real logins. docker-compose.yml binds it to loopback; leave it there.
• Store credentials through /admin/credentials, which encrypts them. Do not put credential values in tenant YAML or in committed files.
• AGENT_COMPUTER_ALLOW_PRIVATE_HOSTS lets a Bot reach services on this machine. It ships commented out in .env.example, is for a laptop only, and a deployment running with NODE_ENV=production refuses to start while it is set.
• To reach an agent on your own network from a deployment, list its address in AGENT_ENDPOINT_ALLOWED_HOSTS instead. That permits the one address, where the switch above permits the network.

Development

bun run format:check
bun run lint
bun run typecheck
bun run test
bun run build

After changing the Drizzle schema:

bun run --filter server db:generate
bun run --filter server db:migrate

Use bash scripts/start.sh for the whole stack and bash scripts/stop.sh to take it down. Use bun run dev only when you want the app and server without the Docker Bots and computers.

Project status

Documentation

• open.bot
• docs/README.md
• docs/architecture.md
• docs/configuration.md
• docs/personal-edition.md: OpenBot for one person, with no sign-in and no Admin
• docs/development.md
• docs/coworkers.md
• docs/routines.md
• docs/automatic-learning.md
• docs/deployment.md
• charts/openbot/README.md: the Helm chart
• docs/releasing.md
• docs/web-research.md: public-web search and extraction through Parallel, Exa or Firecrawl

Contributing

• Open an issue or coordinate before starting substantial work.
• Keep changes focused and update docs when setup, configuration, architecture, or user behavior changes.
• Keep secrets, service-account JSON, customer data, and local transcripts out of the repository.
• Run the checks in Development before opening a pull request.

License

The OpenBot application source is MIT-licensed © CopilotKit. CopilotKit Intelligence is separately licensed. OpenBot for Business includes Intelligence for use with OpenBot. See plans and pricing.