setup

WhatsApp Channel Setup

You are guiding the user through first-time WhatsApp channel setup. Follow these phases in order. Be conversational, not robotic. Ask one question at a time.

Phase 1: Welcome & Prerequisites

Tell the user:

• This plugin connects Claude Code to WhatsApp as a linked device (like WhatsApp Web)
• They'll need their phone with WhatsApp open nearby
• The setup takes about 2 minutes

Phase 2: Device Linking

Check the connection status by calling the whatsapp_status tool.

If status is connected:

• Skip to Phase 4. Tell the user they're already linked.

If status is pairing and a qr_image_path is present:

• Read the QR image file and display it to the user.
• Tell them: "Open WhatsApp on your phone → Settings → Linked Devices → Link a Device → scan this QR code"
• If a pairing_code is also available, mention: "If you can't scan the QR, tap 'Link with phone number instead' and enter: [code]"
• Wait for confirmation. Call whatsapp_status again to check if connection succeeded.

If status is disconnected:

• Tell the user the server needs to start first. They should restart Claude Code with the WhatsApp channel enabled.

Phase 3: Phone Number (Optional)

Ask the user:

"Would you like to save your phone number for future re-pairing? This lets the server offer a numeric pairing code as a backup if QR scanning isn't available. You can skip this."

If yes:

• Ask for their phone number with country code (e.g., 886912345678, no + or spaces)
• Save it to ~/.whatsapp-channel/.env:

  WHATSAPP_PHONE_NUMBER=<their number>
  

• Confirm it's saved.

If no, skip to Phase 4.

Phase 4: Access Control

Explain the access model:

"By default, when someone DMs your WhatsApp account, they'll get a pairing code. You approve them by running /whatsapp-claude-channel:access pair <code> here. This prevents random people from talking to your Claude session."

Ask:

"Would you like to:"

1. Keep the default (pairing mode) — recommended for most users
2. Allowlist only — silently drop messages from unknown senders (no pairing reply)
3. Add a specific contact now — if you already know their WhatsApp user ID

For option 1: No action needed, just confirm. For option 2: Write {"dmPolicy": "allowlist", "allowFrom": [], "groups": {}, "pending": {}} to ~/.whatsapp-channel/access.json. For option 3: Ask for the numeric user ID (e.g., 886912345678). They can find it by having the contact message @userinfobot on Telegram, or by checking WhatsApp linked device logs. Add it to allowFrom in access.json.

Phase 5: Done

Summarize:

• Connection status (connected as [JID] or waiting for scan)
• Access policy (pairing / allowlist)
• Allowed contacts (if any)
• How to manage access later: /whatsapp-claude-channel:access
• How to reset auth if needed: /whatsapp-claude-channel:configure reset-auth

Tell the user they're all set. Messages from approved contacts will now appear in their Claude Code session.