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