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docs: enhance WhatsApp setup instructions and introduce mode selection

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Updated the README and messaging documentation to clarify the two modes for WhatsApp integration: 'bot' mode (recommended) and 'self-chat' mode. Improved setup instructions to guide users through the configuration process, including allowlist management and dependency installation. Adjusted CLI commands to reflect these changes and ensure a smoother user experience. Additionally, modified the WhatsApp bridge to support the new mode functionality.
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teknium1 2026-03-02 17:51:33 -08:00
parent 221e4228ec
commit 14b0ad95c6
6 changed files with 148 additions and 55 deletions
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docs/messaging.md
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@ -141,7 +141,12 @@ pip install discord.py>=2.0
### WhatsApp
WhatsApp uses a built-in bridge powered by [Baileys](https://github.com/WhiskeySockets/Baileys) that connects via WhatsApp Web. The agent links to your WhatsApp account and responds to incoming messages.
WhatsApp uses a built-in bridge powered by [Baileys](https://github.com/WhiskeySockets/Baileys) that connects via WhatsApp Web.
**Two modes:**
- **`bot` mode (recommended):** Use a dedicated phone number for the bot. Other people message that number directly. All `fromMe` messages are treated as bot echo-backs and ignored.
- **`self-chat` mode:** Use your own WhatsApp account. You talk to the agent by messaging yourself (WhatsApp → "Message Yourself").
**Setup:**
@ -149,12 +154,7 @@ WhatsApp uses a built-in bridge powered by [Baileys](https://github.com/WhiskeyS
hermes whatsapp
```
This will:
- Enable WhatsApp in your `.env`
- Ask for your phone number (for the allowlist)
- Install bridge dependencies (Node.js required)
- Display a QR code — scan it with your phone (WhatsApp → Settings → Linked Devices → Link a Device)
- Exit automatically once paired
The wizard walks you through mode selection, allowlist configuration, dependency installation, and QR code pairing. For bot mode, you'll need a second phone number with WhatsApp installed on some device (dual-SIM with WhatsApp Business app is the easiest approach).
Then start the gateway:
@ -162,16 +162,23 @@ Then start the gateway:
hermes gateway
```
The gateway starts the WhatsApp bridge automatically using the saved session credentials in `~/.hermes/whatsapp/session/`.
**Environment variables:**
```bash
WHATSAPP_ENABLED=true
WHATSAPP_ALLOWED_USERS=15551234567 # Comma-separated phone numbers with country code
WHATSAPP_MODE=bot # "bot" (separate number) or "self-chat" (message yourself)
WHATSAPP_ALLOWED_USERS=15551234567 # Comma-separated phone numbers with country code
```
Agent responses are prefixed with "⚕ **Hermes Agent**" so you can distinguish them from your own messages when messaging yourself.
**Getting a second number for bot mode:**
| Option | Cost | Notes |
|--------|------|-------|
| WhatsApp Business app + dual-SIM | Free (if you have dual-SIM) | Install alongside personal WhatsApp, no second phone needed |
| Google Voice | Free (US only) | voice.google.com, verify WhatsApp via the Google Voice app |
| Prepaid SIM | $3-10/month | Any carrier; verify once, phone can go in a drawer on WiFi |
Agent responses are prefixed with "⚕ **Hermes Agent**" for easy identification.
> **Re-pairing:** If WhatsApp Web sessions disconnect (protocol updates, phone reset), re-pair with `hermes whatsapp`.