--- summary: "End-to-end guide for running Clawdis as a personal assistant with safety cautions" read_when: - Onboarding a new assistant instance - Reviewing safety/permission implications --- # Building a personal assistant with CLAWDIS (Clawd-style) CLAWDIS is a WhatsApp + Telegram gateway for **Pi** agents. This guide is the “personal assistant” setup: one dedicated WhatsApp number that behaves like your always-on agent. ## ⚠️ Safety first You’re putting an agent in a position to: - run commands on your machine (depending on your Pi tool setup) - read/write files in your workspace - send messages back out via WhatsApp/Telegram Start conservative: - Always set `inbound.allowFrom` (never run open-to-the-world on your personal Mac). - Use a dedicated WhatsApp number for the assistant. - Keep heartbeats disabled until you trust the setup (`heartbeatMinutes: 0`). ## Prerequisites - Node **22+** - CLAWDIS available on PATH (recommended during development: from source + global link) - A second phone number (SIM/eSIM/prepaid) for the assistant From source (recommended while the npm package is still settling): ```bash pnpm install pnpm build pnpm link --global ``` ## The two-phone setup (recommended) You want this: ``` Your Phone (personal) Second Phone (assistant) ┌─────────────────┐ ┌─────────────────┐ │ Your WhatsApp │ ──────▶ │ Assistant WA │ │ +1-555-YOU │ message │ +1-555-CLAWD │ └─────────────────┘ └────────┬────────┘ │ linked via QR ▼ ┌─────────────────┐ │ Your Mac │ │ (clawdis) │ │ Pi agent │ └─────────────────┘ ``` If you link your personal WhatsApp to CLAWDIS, every message to you becomes “agent input”. That’s rarely what you want. ## 5-minute quick start 1) Pair WhatsApp Web (shows QR; scan with the assistant phone): ```bash clawdis login ``` 2) Start the Gateway (leave it running): ```bash clawdis gateway --port 18789 ``` 3) Put a minimal config in `~/.clawdis/clawdis.json`: ```json5 { inbound: { allowFrom: ["+15555550123"] } } ``` Now message the assistant number from your allowlisted phone. ## Give the agent a workspace (AGENTS.md) Clawd reads operating instructions and “memory” from its workspace directory. By default, Clawdis uses `~/clawd` as the agent workspace, and will create it (plus starter `AGENTS.md`, `SOUL.md`, `TOOLS.md`) automatically on setup/first agent run. Tip: treat this folder like Clawd’s “memory” and make it a git repo (ideally private) so your `AGENTS.md` + memory files are backed up. ```bash clawdis setup ``` Optional: choose a different workspace with `inbound.workspace` (supports `~`). ```json5 { inbound: { workspace: "~/clawd" } } ``` ## The config that turns it into “an assistant” CLAWDIS defaults to a good assistant setup, but you’ll usually want to tune: - persona/instructions in `SOUL.md` - thinking defaults (if desired) - heartbeats (once you trust it) Example: ```json5 { logging: { level: "info" }, inbound: { allowFrom: ["+15555550123"], workspace: "~/clawd", groupChat: { requireMention: true, mentionPatterns: ["@clawd", "clawd"] }, agent: { provider: "anthropic", model: "claude-opus-4-5", thinkingDefault: "high", timeoutSeconds: 1800, // Start with 0; enable later. heartbeatMinutes: 0 }, session: { scope: "per-sender", resetTriggers: ["/new"], idleMinutes: 10080, mainKey: "main" } } } ``` ## Sessions and memory - Session files: `~/.clawdis/sessions/{{SessionId}}.jsonl` - Session metadata (token usage, last route, etc): `~/.clawdis/sessions/sessions.json` (legacy: `~/.clawdis/sessions.json`) - `/new` starts a fresh session for that chat (configurable via `resetTriggers`). If sent alone, the agent replies with a short hello to confirm the reset. ## Heartbeats (proactive mode) When `inbound.agent.heartbeatMinutes > 0`, CLAWDIS periodically runs a heartbeat prompt (default: `HEARTBEAT`). - If the agent replies with `HEARTBEAT_OK` (exact token), CLAWDIS suppresses outbound delivery for that heartbeat. ```json5 { inbound: { agent: { heartbeatMinutes: 30 } } } ``` ## Media in and out Inbound attachments (images/audio/docs) can be surfaced to your command via templates: - `{{MediaPath}}` (local temp file path) - `{{MediaUrl}}` (pseudo-URL) - `{{Transcript}}` (if audio transcription is enabled) Outbound attachments from the agent: include `MEDIA:` on its own line (no spaces). Example: ``` Here’s the screenshot. MEDIA:/tmp/screenshot.png ``` CLAWDIS extracts these and sends them as media alongside the text. ## Operations checklist ```bash clawdis status # local status (creds, sessions, queued events) clawdis status --deep # also probes the running Gateway (WA connect + Telegram) clawdis health --json # gateway health snapshot (WS) ``` Logs live under `/tmp/clawdis/` (default: `clawdis-YYYY-MM-DD.log`). ## Next steps - WebChat: [WebChat](./webchat.md) - Gateway ops: [Gateway runbook](./gateway.md) - Cron + wakeups: [Cron + wakeups](./cron.md) - macOS menu bar companion: [Clawdis macOS app](./clawdis-mac.md) - Security: [Security](./security.md)