docs: enhance WhatsApp setup instructions and introduce mode selection

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.
This commit is contained in:
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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@@ -271,22 +271,30 @@ SLACK_ALLOWED_USERS=U01234ABCDE # Comma-separated Slack user IDs
### WhatsApp Setup
WhatsApp doesn't have a simple bot API like Telegram or Discord. Hermes includes a built-in bridge using [Baileys](https://github.com/WhiskeySockets/Baileys) that connects via WhatsApp Web. The agent links to your WhatsApp account and responds to incoming messages.
WhatsApp doesn't have a simple bot API like Telegram or Discord. Hermes includes a built-in bridge using [Baileys](https://github.com/WhiskeySockets/Baileys) that connects via WhatsApp Web.
1. **Run the setup command:**
**Two modes are supported:**
| Mode | How it works | Best for |
|------|-------------|----------|
| **Separate bot number** (recommended) | Dedicate a phone number to the bot. People message that number directly. | Clean UX, multiple users |
| **Personal self-chat** | Use your own WhatsApp. You message yourself to talk to the agent. | Quick setup, single user |
**Setup:**
```bash
hermes whatsapp
```
This will:
- Enable WhatsApp in your config
- 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 will:
1. Ask which mode you want
2. For **bot mode**: guide you through getting a second number (WhatsApp Business app on a dual-SIM, Google Voice, or cheap prepaid SIM)
3. Configure the allowlist
4. Install bridge dependencies (Node.js required)
5. Display a QR code — scan from WhatsApp (or WhatsApp Business) → Settings → Linked Devices → Link a Device
6. Exit once paired
2. **Start the gateway:**
**Start the gateway:**
```bash
hermes gateway # Foreground
@@ -295,7 +303,7 @@ hermes gateway install # Or install as a system service (Linux)
The gateway starts the WhatsApp bridge automatically using the saved session.
> **Note:** WhatsApp Web sessions can disconnect if WhatsApp updates their protocol. The gateway reconnects automatically. If you see persistent failures, re-pair with `hermes whatsapp`. Agent responses are prefixed with "⚕ Hermes Agent" so you can distinguish them from your own messages in self-chat.
> **Note:** WhatsApp Web sessions can disconnect if WhatsApp updates their protocol. The gateway reconnects automatically. If you see persistent failures, re-pair with `hermes whatsapp`. Agent responses are prefixed with "⚕ Hermes Agent" for easy identification.
See [docs/messaging.md](docs/messaging.md) for advanced WhatsApp configuration.
@@ -1635,6 +1643,7 @@ All variables go in `~/.hermes/.env`. Run `hermes config set VAR value` to set t
| `SLACK_ALLOWED_USERS` | Comma-separated Slack user IDs |
| `SLACK_HOME_CHANNEL` | Default Slack channel for cron delivery |
| `WHATSAPP_ENABLED` | Enable WhatsApp bridge (`true`/`false`) |
| `WHATSAPP_MODE` | `bot` (separate number, recommended) or `self-chat` (message yourself) |
| `WHATSAPP_ALLOWED_USERS` | Comma-separated phone numbers (with country code) |
| `MESSAGING_CWD` | Working directory for terminal in messaging (default: ~) |
| `GATEWAY_ALLOW_ALL_USERS` | Allow all users without allowlist (`true`/`false`, default: `false`) |