docs: add design spec for Channels + Messaging tabs (replacing old Channels tab)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-07-31 03:12:16 +00:00 · 2026-03-27 15:32:51 -07:00
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+# Channels + Messaging Tabs — Unified Agent Setup
+
+## Goal
+
+Replace the current disconnected setup experience with two new tabs on every agent detail page: **Channels** (data sources the agent can search) and **Messaging** (ways to talk to the agent from your phone). Clicking "+ Add" on an unconnected source opens step-by-step setup inline.
+
+## Tab Structure
+
+```
+Overview | Interact | Channels | Messaging | Tasks | Memory | Learning | Logs
+```
+
+### Channels Tab
+
+Shows all data source connectors with their connection status and chunk counts.
+
+**Connected sources** — green border, checkmark, chunk count:
+- Gmail (1,076 chunks) ✓
+- iMessage (52,956 chunks) ✓
+- Granola (1,144 chunks) ✓
+- etc.
+
+**Not connected** — dashed border, "+ Add" button:
+- Google Drive — Not connected [+ Add]
+- Calendar — Not connected [+ Add]
+- Outlook — Not connected [+ Add]
+
+Clicking "+ Add" expands inline with the StepByStepPanel (per-connector instructions, links to settings pages, input fields for credentials). Same flow currently in the setup wizard but embedded in the tab.
+
+**Data shown per connected source:**
+- Icon + name
+- Chunk count (from KnowledgeStore)
+- Connection status
+- Disconnect option (on hover/click)
+
+### Messaging Tab
+
+Shows ways to reach the agent from your phone or other platforms.
+
+**Active channels** — green border, clear instructions:
+- iMessage: "Text +1 (408) 981-9553 from your iPhone" [Active]
+- Slack: "DM @jarvis in your workspace" [Active]
+
+**Not set up** — dashed border, "Set Up" button:
+- WhatsApp — Not set up [Set Up]
+- SMS (Twilio) — Not set up [Set Up]
+
+The key UX principle: **tell the user what to do, don't ask them for config.** Active channels show the action ("Text this number"), not the plumbing ("Enter phone number to monitor").
+
+### What Changes vs Current
+
+| Before | After |
+|--------|-------|
+| Separate "Channels" tab with confusing "phone number to monitor" prompt | **Messaging** tab with clear "Text this number" instructions |
+| Setup wizard only during onboarding, hidden after | **Channels** tab shows all sources with inline "+ Add" |
+| No way to see connected data sources on agent page | **Channels** tab shows all with chunk counts |
+| Connector setup disconnected from agent | Unified on the agent page |
+
+### What Does NOT Change
+
+- Overview tab (stats, config, instruction)
+- Interact tab (chat)
+- Tasks, Memory, Learning, Logs tabs
+- Backend API endpoints (already exist)
+- Connector sync logic
+- iMessage daemon / ChannelBridge / webhook routes
+
+### Backend Requirements
+
+One new endpoint needed:
+
+`GET /v1/connectors/status` — returns all connectors with connection status AND chunk counts from KnowledgeStore. The Channels tab calls this to populate the grid.
+
+Everything else (bind/unbind channel, connect/disconnect source, sync status) already exists.
+
+## Test Plan
+
+- Channels tab shows connected sources with chunk counts
+- Channels tab shows unconnected sources with "+ Add"
+- Clicking "+ Add" shows step-by-step instructions inline
+- Completing setup adds the source and starts ingestion
+- Messaging tab shows active channels with clear action text
+- Messaging tab shows "Set Up" for inactive channels
+- Setting up iMessage starts the daemon
+- Both tabs appear on ALL agents, not just DeepResearch