docs: update conversation routing and group config documentation (#318)

Adds documentation for per-channel conversation routing and updated group configuration options. Fills the gap left by the implementation PRs. Closes #304 Written by Cameron and Letta Code "Documentation is a love letter that you write to your future self." -- Damian Conway
2026-02-21 06:38:06 -05:00
parent 0ee044bf94
commit 4e697001c0
4 changed files with 174 additions and 50 deletions
--- a/README.md
+++ b/README.md
@@ -193,7 +193,7 @@ Then ask your bot things like:

 ## Channel Setup

-LettaBot uses a **single agent with a single conversation** across all channels:
+By default, LettaBot uses a **single agent with a single shared conversation** across all channels:

 ```
 Telegram ──┐
@@ -208,6 +208,35 @@ Signal ────┘
 - Pick it up on WhatsApp
 - The agent remembers everything!

+You can also enable **per-channel conversations** (one conversation per channel adapter, not per chat/user):
+
+```
+Telegram ──→ CONVERSATION (telegram)
+Slack ─────→ CONVERSATION (slack)
+Discord ───→ CONVERSATION (discord)
+WhatsApp ──→ CONVERSATION (whatsapp)
+Signal ────→ CONVERSATION (signal)
+        (shared agent memory across channels)
+```
+
+Configure in `lettabot.yaml`:
+
+```yaml
+conversations:
+  mode: shared        # default: one conversation across all channels
+  heartbeat: last-active  # "dedicated" | "last-active" | "<channel>"
+```
+
+For multi-agent configs, the same block lives under each agent:
+
+```yaml
+agents:
+  - name: MyAgent
+    conversations:
+      mode: per-channel
+      heartbeat: dedicated
+```
+
 | Channel | Guide | Requirements |
 |---------|-------|--------------|
 | Telegram | [Setup Guide](docs/getting-started.md) | Bot token from @BotFather |
@@ -226,12 +255,23 @@ Configure group batching and per-group response modes in `lettabot.yaml`:
 channels:
  slack:
    groupDebounceSec: 5
-    instantGroups: ["C0123456789"]
+    mentionPatterns: ["@mybot", "hey bot"]
    groups:
-      "*": { mode: open }
-      "C0987654321": { mode: listen } # observe only, reply on mention
+      "*": { mode: mention-only }             # default for all groups
+      "C0987654321": { mode: listen }         # observe, only reply on mention
+      "C0123456789": { mode: open, allowedUsers: ["U123"] }
 ```

+Group modes:
+- `open`: process + respond to all group messages
+- `listen`: process for memory, but auto-replies only on mention
+- `mention-only`: only process when mentioned
+- `disabled`: ignore all group messages
+
+Notes:
+- `instantGroups` still bypasses batching (legacy).  
+- `listeningGroups` and `groups.<id>.requireMention` are deprecated; use `groups.<id>.mode`.
+
 See `SKILL.md` for the full environment variable list and examples.

 ## Bot Commands
@@ -244,7 +284,9 @@ See `SKILL.md` for the full environment variable list and examples.

 ## Background Tasks (Heartbeats & Cron)

-Heartbeats and cron jobs run in **Silent Mode** - the agent's text responses are NOT automatically sent to users during these background tasks. This is intentional: the agent decides when something is worth interrupting you for.
+Heartbeats always run in **Silent Mode**. Cron jobs are **silent by default**, but can auto-deliver responses when created with `--deliver channel:chatId`.
+
+Silent Mode means the agent's text responses are NOT automatically sent to users during background tasks. This is intentional: the agent decides when something is worth interrupting you for.

 To send messages during silent mode, the agent must explicitly use the CLI:

@@ -254,9 +296,9 @@ lettabot-message send --text "Hey, I found something interesting!"

 The agent sees a clear `[SILENT MODE]` banner when triggered by heartbeats/cron, along with instructions on how to use the CLI.

-**Requirements for background messaging:**
+**Requirements for background messaging (silent mode):**
 - The **Bash tool must be enabled** for the agent to run the CLI
- A user must have messaged the bot at least once (to establish a delivery target)
+- A user must have messaged the bot at least once (to establish a delivery target) unless you provide an explicit target

 If your agent isn't sending messages during heartbeats, check the [ADE](https://app.letta.com) to see what the agent is doing and whether it's attempting to use `lettabot-message`.

--- a/SKILL.md
+++ b/SKILL.md
@@ -176,21 +176,52 @@ Each channel supports three DM policies:
 - **`allowlist`**: Only specified user IDs can message
 - **`open`**: Anyone can message (not recommended)

+## Conversation Routing
+
+By default, all channels share **one conversation**. You can switch to per-channel conversation histories.
+
+**Single-agent config (top-level):**
+```yaml
+conversations:
+  mode: shared        # "shared" (default) or "per-channel"
+  heartbeat: last-active  # "dedicated" | "last-active" | "<channel>"
+```
+
+**Multi-agent config (per agent):**
+```yaml
+agents:
+  - name: MyAgent
+    conversations:
+      mode: per-channel
+      heartbeat: dedicated
+```
+
+Notes:
+- `per-channel` means one conversation per **channel adapter** (telegram/slack/discord/etc), not per chat/user.
+- Agent memory remains shared across channels; only the conversation history is separated.
+- `heartbeat` controls which conversation background triggers use: a dedicated stream, the last active channel, or an explicit channel name.
+
 ## Group Settings (Optional)

 Group settings apply to Telegram, Slack, Discord, WhatsApp, and Signal.

 **YAML fields (per channel under `channels.<name>`):**
 - `groupDebounceSec`: Debounce seconds for group batching (default: 5)
+- `groups`: Map of group IDs to config (use `*` as the default)
+  - `mode`: `open` | `listen` | `mention-only` | `disabled`
+  - `allowedUsers`: Restrict who can trigger the bot in that group
+  - `receiveBotMessages`: Allow bot/bot messages (default: false)
+- `mentionPatterns`: Extra regex patterns for mention detection (Telegram/WhatsApp/Signal)
+- `instantGroups`: Group IDs that bypass batching (**legacy**)
 - `groupPollIntervalMin`: Deprecated (minutes)
- `instantGroups`: Group IDs that bypass batching
- `listeningGroups`: Group IDs where the bot observes and only replies when mentioned
+- `listeningGroups`: Deprecated (use `groups.<id>.mode: listen`)

-**Environment variables (non-interactive onboarding):**
+**Environment variables (non-interactive onboarding):**  
+Only legacy group options are supported here; prefer editing `lettabot.yaml` for `groups` config.
 - `<CHANNEL>_GROUP_DEBOUNCE_SEC` (seconds, e.g. `5`)
 - `<CHANNEL>_GROUP_POLL_INTERVAL_MIN` (deprecated, use `_GROUP_DEBOUNCE_SEC` instead)
- `<CHANNEL>_INSTANT_GROUPS` (comma-separated)
- `<CHANNEL>_LISTENING_GROUPS` (comma-separated)
+- `<CHANNEL>_INSTANT_GROUPS` (comma-separated, legacy)
+- `<CHANNEL>_LISTENING_GROUPS` (comma-separated, legacy)

 Example:

@@ -201,8 +232,11 @@ channels:
    botToken: xoxb-...
    appToken: xapp-...
    groupDebounceSec: 5
-    instantGroups: ["C0123456789"]
-    listeningGroups: ["C0987654321"]
+    mentionPatterns: ["@mybot", "hey bot"]
+    groups:
+      "*": { mode: mention-only }
+      "C0987654321": { mode: listen }
+      "C0123456789": { mode: open, allowedUsers: ["U123"] }
 ```

 ## Configuration File
@@ -215,6 +249,10 @@ server:
  apiKey: letta_...
  agentId: agent-...

+conversations:
+  mode: shared
+  heartbeat: last-active
+
 channels:
  telegram:
    enabled: true
--- a/docs/configuration.md
+++ b/docs/configuration.md
@@ -36,6 +36,11 @@ agent:
  # Note: model is configured on the Letta agent server-side.
  # Use `lettabot model set <handle>` to change it.

+# Conversation routing (optional)
+conversations:
+  mode: shared                   # "shared" (default) or "per-channel"
+  heartbeat: last-active         # "dedicated" | "last-active" | "<channel>"
+
 # Channel configurations
 channels:
  telegram:
@@ -149,6 +154,9 @@ agents:
    # displayName: "🔧 Work"    # Optional: prefix outbound messages
    model: claude-sonnet-4
    # id: agent-abc123           # Optional: use existing agent
+    conversations:
+      mode: shared
+      heartbeat: last-active
    channels:
      telegram:
        token: ${WORK_TELEGRAM_TOKEN}
@@ -164,6 +172,9 @@ agents:

  - name: personal-assistant
    model: claude-sonnet-4
+    conversations:
+      mode: per-channel
+      heartbeat: dedicated
    channels:
      signal:
        phone: "+1234567890"
@@ -187,6 +198,7 @@ Each entry in `agents:` accepts:
 | `id` | string | No | Use existing agent ID (skips creation) |
 | `displayName` | string | No | Prefix outbound messages (e.g. `"💜 Signo"`) |
 | `model` | string | No | Model for agent creation |
+| `conversations` | object | No | Conversation routing config (shared vs per-channel) |
 | `channels` | object | No | Channel configs (same schema as top-level `channels:`). At least one agent must have channels. |
 | `features` | object | No | Per-agent features (cron, heartbeat, maxToolCalls) |
 | `polling` | object | No | Per-agent polling config (Gmail, etc.) |
@@ -243,7 +255,9 @@ All channels share these common options:
 | `dmPolicy` | `'pairing'` \| `'allowlist'` \| `'open'` | Access control mode |
 | `allowedUsers` | string[] | User IDs/numbers for allowlist mode |
 | `groupDebounceSec` | number | Debounce for group messages in seconds (default: 5, 0 = immediate) |
-| `instantGroups` | string[] | Group/channel IDs that bypass debounce entirely |
+| `instantGroups` | string[] | Group/channel IDs that bypass debounce entirely (legacy) |
+| `groups` | object | Per-group configuration map (use `*` as default) |
+| `mentionPatterns` | string[] | Extra regex patterns for mention detection (Telegram/WhatsApp/Signal) |

 ### Group Message Debouncing

@@ -264,6 +278,31 @@ channels:

 The deprecated `groupPollIntervalMin` (minutes) still works for backward compatibility but `groupDebounceSec` takes priority.

+### Conversation Routing
+
+By default, all channels share a single conversation. You can split conversations per channel adapter.
+
+**Single-agent config:**
+```yaml
+conversations:
+  mode: shared        # "shared" (default) or "per-channel"
+  heartbeat: last-active  # "dedicated" | "last-active" | "<channel>"
+```
+
+**Multi-agent config:**
+```yaml
+agents:
+  - name: work-assistant
+    conversations:
+      mode: per-channel
+      heartbeat: dedicated
+```
+
+Notes:
+- `per-channel` means one conversation per **channel adapter** (telegram/slack/discord/etc), not per chat/user.
+- Agent memory remains shared across channels; only the conversation history is separated.
+- `heartbeat` controls which conversation background triggers use: a dedicated stream, the last active channel, or an explicit channel name.
+
 ### Group Modes

 Use `groups.<id>.mode` to control how each group/channel behaves:
--- a/lettabot.example.yaml
+++ b/lettabot.example.yaml
@@ -14,11 +14,46 @@ server:
  # mode: docker
  # baseUrl: http://localhost:8283

-agent:
-  name: LettaBot
-  # displayName: "💜 Signo"  # Prefix outbound messages (useful in multi-agent group chats)
-  # Note: model is configured on the Letta agent server-side.
-  # Select a model during `lettabot onboard` or change it with `lettabot model set <handle>`.
+agents:
+  - name: LettaBot
+    # displayName: "💜 Signo"  # Prefix outbound messages (useful in multi-agent group chats)
+    # Note: model is configured on the Letta agent server-side.
+    # Select a model during `lettabot onboard` or change it with `lettabot model set <handle>`.
+
+    # Conversation routing (optional)
+    conversations:
+      mode: shared        # "shared" (default) or "per-channel"
+      heartbeat: last-active  # "dedicated" | "last-active" | "<channel>"
+
+    channels:
+      telegram:
+        enabled: true
+        token: YOUR-TELEGRAM-BOT-TOKEN
+        dmPolicy: pairing  # 'pairing', 'allowlist', or 'open'
+        # groupDebounceSec: 5           # Debounce seconds (default: 5, 0 = immediate)
+        # instantGroups: ["-100123456"] # Groups that bypass batching (legacy)
+        # Group access + response mode:
+        # groups:
+        #   "*": { mode: listen }                      # Observe all groups; only reply when @mentioned
+        #   "-1001234567890": { mode: open }           # This group gets all messages
+        #   "-1009876543210": { mode: mention-only }   # Drop unless @mentioned
+        # mentionPatterns: ["hey bot"]                 # Additional regex patterns for mention detection
+      # slack:
+      #   enabled: true
+      #   appToken: xapp-...
+      #   botToken: xoxb-...
+      #   groups:
+      #     "*": { mode: listen }
+      #     "C0123456789": { mode: open }
+      # discord:
+      #   enabled: true
+      #   token: YOUR-DISCORD-BOT-TOKEN
+      #   groups:
+      #     "*": { mode: listen }
+      #     "1234567890123456789": { mode: open }  # Server or channel ID
+      # whatsapp:
+      #   enabled: true
+      #   selfChat: false

 # BYOK Providers (optional, api mode only)
 # These will be synced to Letta API on startup
@@ -32,36 +67,6 @@ agent:
 #     type: openai
 #     apiKey: sk-YOUR-OPENAI-KEY

-channels:
-  telegram:
-    enabled: true
-    token: YOUR-TELEGRAM-BOT-TOKEN
-    dmPolicy: pairing  # 'pairing', 'allowlist', or 'open'
-    # groupPollIntervalMin: 5       # Batch interval for group messages (default: 10)
-    # instantGroups: ["-100123456"] # Groups that bypass batching
-    # Group access + response mode:
-    # groups:
-    #   "*": { mode: listen }                      # Observe all groups; only reply when @mentioned
-    #   "-1001234567890": { mode: open }           # This group gets all messages
-    #   "-1009876543210": { mode: mention-only }   # Drop unless @mentioned
-    # mentionPatterns: ["hey bot"]                  # Additional regex patterns for mention detection
-  # slack:
-  #   enabled: true
-  #   appToken: xapp-...
-  #   botToken: xoxb-...
-  #   groups:
-  #     "*": { mode: listen }
-  #     "C0123456789": { mode: open }
-  # discord:
-  #   enabled: true
-  #   token: YOUR-DISCORD-BOT-TOKEN
-  #   groups:
-  #     "*": { mode: listen }
-  #     "1234567890123456789": { mode: open }  # Server or channel ID
-  # whatsapp:
-  #   enabled: true
-  #   selfChat: false
-
 features:
  cron: false
  heartbeat: