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# WorkBuddy for beginners: install it and deliver your first file
- URL: https://orbiorbi.com/news/en/workbuddy-first-task-file-guide/
- Published: 2026-10-21T20:54:27.000Z
- Updated: 2026-10-21T20:54:27.000Z
- Description: Start with the official installer and a short set of notes. This guide walks through creating a task, choosing a workspace, saving a file and checking revisions, then introduces planning mode and skills.
- Author: Orbis News
- Tags: API integration and troubleshooting, #en, #mt-review, #model:deepseek-v4.1-flash

## 1\. Get to know WorkBuddy

**The goal: install WorkBuddy, sign in, turn four lines of notes into a file, find the result and revise it once.**

WorkBuddy is Tencent's desktop AI agent. Give it a task and it can read materials, call tools and save files. Start with three terms: a **task** is the conversation for a piece of work, a **workspace** is the folder being used, and an **artifact** is a delivered file.

Follow this sequence: **install and sign in → prepare materials → create a task → generate a file → check and revise it**. You do not need to write code or install skills for this exercise.

## 2\. Download and install

### 1\. Choose an installer

1. Open the [WorkBuddy website](https://www.workbuddy.cn/?ref=orbiorbi.com) and select Download.
2. Choose the version for your computer using the table below.
3. Run the downloaded installer, complete the wizard and open the app.

| Computer               | Version and requirements                                              |
| ---------------------- | --------------------------------------------------------------------- |
| Windows                | Windows 10 or later, x64; check current compatibility notes for ARM64 |
| Mac with Apple silicon | macOS 12 or later, ARM64 installer                                    |
| Intel Mac              | macOS 12 or later, x64 installer                                      |

![Download options on the WorkBuddy website](https://orbiorbi.com/news/content/images/2026/10/01--------------1.png)

Look at the system choices below Download. On a Mac, check the chip under Apple menu → About This Mac.

**Success check: WorkBuddy opens and shows a sign-in entry.**

### 2\. Optional: ask an agent to install it

If you already have an agent that can operate your computer, send it this request:

> Check my operating system and chip using the official guide at https://www.workbuddy.cn/. Help me install the matching WorkBuddy desktop app, preserve existing settings and verify that it opens. Leave sign-in, payment and system permissions to me, then guide me through creating a practice workspace.

This is a task prompt, not a terminal command. **Success check: the agent explains the installation result and can open the client.** If you do not have such an agent, install it manually using the steps above.

### 3\. Sign in

1. Select Sign in in the client and verify your account on the official page that opens.
2. For a personal account, choose the individual sign-in method, then return to the client.
3. Check which models and usage allowance your account currently has.

![The WorkBuddy client sign-in screen](https://orbiorbi.com/news/content/images/2026/10/02-------.png)

Look for Sign in in the middle of the window. After browser verification, return to the client to continue.

**Success check: you can open New task.** Model allowance is whatever the account page shows; a free download does not imply unlimited model usage.

### 4\. Start with a model included in your account

1. After signing in, select New task and open the model selector.
2. Choose an available built-in model first and send “Reply only: connection successful.” Availability and allowance are shown in your account.
3. Once it answers, you can go straight to the four-line-notes exercise below.

**Success check:** you can chat with an available built-in model without adding a custom provider. If you want to use an Orbis model, complete the optional setup next. Keep your WorkBuddy account signed in.

## 3\. Optional: use the Orbis API

### 5\. Prepare an Orbis key

1. Open the [DeepSeek V4.1 Flash model page](https://orbiorbi.com/pricing/deepseek-v4.1-flash?catalogKey=model%2F129&ref=orbiorbi.com) and select **DeepSeek · Official route**.
2. Select Get Key. Sign in to Orbis, follow the page's instructions to create and copy a key, then open Quick integration.
3. Confirm that the model ID is `deepseek-v4.1-flash`. Enter the key only in the software's API Key field.

**Success check: you have a key for that route, plus the address and model ID shown on its integration page.** The key is bound to a route; changing only the model name does not switch routes. Check the current page for allowance, billing and availability.

Model

[DeepSeek V4.1 Flash](https://orbiorbi.com/pricing/deepseek-v4.1-flash?catalogKey=model%2F129&ref=news-workbuddy-first-task-file-guide)`deepseek-v4.1-flash`

View Orbis routes, listed tool-calling support and API integration details.

Try it

### 6\. Add a custom model

1. Return to WorkBuddy and open Settings → Models → Add model.
2. Select **Custom** as the provider and enter the values below. An Orbis key does not replace your WorkBuddy account sign-in.

![The Models and Add model entries in WorkBuddy settings](https://orbiorbi.com/news/content/images/2026/10/07-------------.png)

Look for labels 1, Models, and 2, Add model. The provider in the screenshot is an official example; select Custom when connecting to Orbis.

| Form field                                       | Value for this guide                                                                                                   |
| ------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------- |
| Provider                                         | Custom                                                                                                                 |
| API endpoint                                     | https://api.orbiorbi.com/v1/chat/completions                                                                           |
| API KEY                                          | The Orbis key obtained above                                                                                           |
| Model name                                       | deepseek-v4.1-flash                                                                                                    |
| Advanced: tool calling                           | Enable it, then verify it with a real file task                                                                        |
| Advanced: custom protocol                        | Enable it to send requests to the complete URL above                                                                   |
| Image input, reasoning mode, input/output limits | Leave unchanged for the first exercise; configure them later according to parameters explicitly supported by the route |

![The complete Custom model configuration form in WorkBuddy](https://orbiorbi.com/news/content/images/2026/10/09----------------.png)

Look at API endpoint and Custom protocol. With custom protocol enabled, the address is used as entered instead of having a path appended automatically. Keep `/chat/completions`.

1. Save, return to New task and select the model under custom models.

**Success check: the model appears in the selector.** Saving is not a connectivity test. The read-and-write exercise below checks whether the route can complete a task.

## 4\. First task: turn four lines of notes into a checklist

### 7\. Prepare the practice file

1. Create a folder called `WorkBuddy练习` on your desktop.
2. In Notepad or another plain-text editor, save the following material as `活动笔记.txt`:

```text
The venue for the sharing session is confirmed.
The registration form still needs a duplicate check, due Thursday.
The promotional poster is finished, but its headline needs another check.
The person responsible for on-site check-in has not been decided.

```

**Success check: you can open the text file inside the folder.**

### 8\. Create a task

- In WorkBuddy, select New task on the left.
- Open the model menu. For the official-account route, choose an available built-in model; for the Orbis route, select `deepseek-v4.1-flash` under custom models.

![WorkBuddy's New task entry and task input box](https://orbiorbi.com/news/content/images/2026/10/03-------------.png)

Look at New task on the left and the input box in the middle. Choose the model that matches your route.

**Success check: a new task page is ready for your instructions.**

### 9\. Select a workspace

1. Select Choose workspace below the input box.
2. Select Open local folder and find `WorkBuddy练习` on your desktop.
3. Check that the current directory name matches the practice folder.

![The workspace selection menu in WorkBuddy](https://orbiorbi.com/news/content/images/2026/10/04-------------.png)

Look for Open local folder at the bottom of the menu. Choose your existing practice directory.

**Success check: the task uses `WorkBuddy练习`, rather than your entire desktop.**

### 10\. Ask it to read first

Send this request:

> Read only `活动笔记.txt` in the current workspace and restate it in four short points. Do not modify files or add information that is absent from the source.

**Success check: all four points are correct, including that the poster is finished but its headline still needs checking.** If the file cannot be found, check the workspace and actual filename first.

### 11\. Ask it to save a file

Continue in the same task:

> Organize the notes into Completed, To do and To confirm, and save them as `活动清单.md` in the current folder. Preserve the original file. Mark unspecified deadlines as “not stated”; do not infer them or send messages to anyone.

- Keep the default Agent mode so that it can perform file operations.
- If a permission prompt appears, check that the read/write target is the practice directory.

**Success check: `活动清单.md` is created.** `.md` is a text format that can also be opened in Notepad.

### 12\. Find and check the result

1. Select the file card in the result or Artifacts on the right; you can also open the practice directory directly.
2. Check the three points below. If something is wrong, revise it in the original task.

![A file card and Artifacts entry in an official WorkBuddy task example](https://orbiorbi.com/news/content/images/2026/10/05-------------.png)

Look at the file card and View all artifacts. This screenshot is from a different official example; your file should be `活动清单.md`.

- The venue is confirmed. Removing duplicate registrations is still a task, due Thursday.
- The poster is complete, but checking its headline must remain on the list.
- The check-in owner is undecided; the agent must not invent a person's name.

You can append: “Separate poster production from headline checking; revise only the checklist.”

**Success check: the file passes your checks and the source notes remain unchanged.**

## 5\. Everyday use: choose the right mode

### 13\. Distinguish discussion, planning and execution

1. Select the plus icon to the left of the input box and open Modes.
2. Choose according to the task; leave discussion-only mode when a file must be written.

![WorkBuddy's Plan and Ask mode menu](https://orbiorbi.com/news/content/images/2026/10/06-------------.png)

Look at the Plan and Ask switches. Turn them off to return to the default mode.

| Mode          | What it is for                                                            |
| ------------- | ------------------------------------------------------------------------- |
| Ask           | Understand materials and discuss ideas without performing file operations |
| Plan          | Propose a plan before executing a multistep task after confirmation       |
| Default Agent | Call tools and complete a task when its goal is clear                     |

**Success check: asking a question does not change files, while a delivery task can execute.** Continue in the same task when revising the same result; create a new task for a different subject.

### 14\. Identify the material and request a focused revision

1. Refer explicitly to `活动清单.md` in the same task; do not simply say “change it.”
2. Send: “Change only the To do section to a checkbox list. Keep all other sections and `活动笔记.txt` unchanged.”
3. Open the artifact and compare it rather than relying on the completion message.

**Success check: the checklist format changes while the other information stays the same.** For a different event, start a new task and select its materials again so that old dates do not carry over.

## 6\. Advanced use: split work into stages, then reuse the method

### 15\. Use Plan for several source files

1. Create `补充说明.txt` containing: “Xiao Chen will check the poster headline; the check-in owner is still undecided.”
2. Enable Plan from the plus menu and send the instructions below.

```text
Read 活动笔记.txt and 补充说明.txt, then propose a merge plan and list the details I need to confirm.
The goal is to create 活动清单-v2.md while preserving the old checklist and both source files.
Do not modify files yet.

```

1. Check the plan: Xiao Chen is responsible only for checking the headline. Confirm before execution. If the task remains in planning-only mode, switch back to default Agent mode.

**Success check: the new checklist includes the headline owner, check-in remains unassigned, and the old version is preserved.**

### 16\. Save your own organizing rules

Ask it to save these four lines as `清单规则.txt`. For later materials, ask it to read the rules first.

```text
Group items into Completed, To do and To confirm.
Split a sentence into separate entries when it contains multiple statuses.
Write "not stated" for names and deadlines absent from the source.
Create a new output file and preserve all input materials.

```

**Success check: the format stays consistent when the material changes.** This is a reference file that you explicitly invoke; putting it in the directory does not automatically activate it. “Complete by Thursday” belongs to this event and should not become a general rule.

### 17\. Add skills when needed

1. Read the descriptions in the skills interface and prioritize capabilities directly relevant to your file task.
2. Check the source, read/write scope and any external-account requirements. Add one capability at a time.
3. Try it on the practice materials and inspect the artifact. If it fails, return to the ordinary prompt that already works.

**Success check: you can explain which step the skill helped with and inspect its output.** Skills provide reusable methods; connectors provide access to external materials. You do not have to configure both at once.

### 18\. Start repeat work with a local draft sample

- Complete two similar tasks manually first, establishing the input directory, output filename and checks.
- Then consider scheduling local drafts. State the run time and time zone, use new filenames and prohibit overwriting inputs or sending anything to others.
- Check the first run's record and file. If delivery does not match your instructions, disable the schedule, fix it and re-enable it.

**Success check: repeated work produces files you can inspect, rather than unchecked outgoing messages.** Runtime requirements are whatever the current scheduling interface specifies.

### 19\. Verify with one small file of your own

1. Copy a short note without sensitive information into the practice directory and name it `我的笔记.txt`.
2. Ask: “Read only `我的笔记.txt`, quote two sentences from it, then list the action items. Do not write a file this time.”
3. Open the source yourself, compare the quotes word for word and check that a read operation was actually recorded.

**Success check: the quotes match the source exactly, nothing was invented and the source file was not modified.** Only then try real work materials. Do not use API keys or account files as test input.

## 7\. Quick troubleshooting

| Symptom                                         | Check first                                                                           |
| ----------------------------------------------- | ------------------------------------------------------------------------------------- |
| Sign-in succeeds but the client does not change | Return to the client and restart sign-in if needed                                    |
| File not found                                  | Workspace, filename and an accidentally doubled .txt extension                        |
| An answer appears but no file                   | Ask mode and whether saving was explicitly requested                                  |
| Incorrect content                               | Quote the specific source passage and request a focused correction                    |
| 401 / model unavailable                         | Orbis key validity, bound route, model ID and balance                                 |
| 404 / answers without reading files             | Complete endpoint, Custom protocol switch, tool-calling option and route capabilities |
| The same step repeats                           | Stop the request and retry a smaller task                                             |

## References

Updated: 2026-10-22.

- Official: [installation](https://www.workbuddy.cn/docs/workbuddy/From-Beginner-to-Expert-Guide/Installation-Win-Guide?ref=orbiorbi.com), [first task](https://www.workbuddy.cn/docs/workbuddy/FirstTask?ref=orbiorbi.com), [model setup](https://www.workbuddy.cn/docs/workbuddy/From-Beginner-to-Expert-Guide/Function-Description/Model?ref=orbiorbi.com), and [modes and workspaces](https://www.workbuddy.cn/docs/workbuddy/From-Beginner-to-Expert-Guide/Function-Description/Task-Bar?ref=orbiorbi.com).
- Structural references: Axing AI Studio's [ima tutorial](https://sspai.com/post/113046?ref=orbiorbi.com) and [personal-workbench tutorial](https://sspai.com/post/113066?ref=orbiorbi.com).