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Notes and issues over chat (Concierge)

The Concierge agent can read and write Notes and read/create Issues directly from Slack and Telegram DMs — on top of the Trimus web UI.

Scope

Supported
Read Notes Yes — the calling user's private notes + company‑wide agent notes
Create Notes Yes
Edit Notes Yes (previous version backed up automatically)
Archive / Unarchive Notes Yes
Read Issues Yes — digest of open issues + on‑demand fetch
Create Issues Yes
Delete Notes No — use the web UI (too easy to misfire over chat)
Edit / close / assign / comment Issues No

How it works

Each time the operator DMs the Concierge, before the LLM reads the message it receives a "Your context" system message containing:

  • The operator's most recent active private notes (titles + ~200‑char snippets). Default 15; tune with CONCIERGE_CONTEXT_NOTES_LIMIT.
  • The most recent agent‑authored company‑wide notes.
  • A digest of recently updated open issues (ref, status, assignee). Default 15 across active statuses; tune with CONCIERGE_CONTEXT_ISSUES_LIMIT.
  • A cheatsheet of action verbs the agent can emit.

The agent answers common questions from "Your context" directly. For anything not in the digest, it emits a verb on its own line:

/get-note <id>
/get-issue <ref>
/list-notes [filter]
/list-issues [filter]
/create-note title="..." body="..."
/edit-note <id> body="..."
/archive-note <id>
/unarchive-note <id>
/create-issue title="..." [body="..."]

Trimus parses the verb, applies it immediately, and either shows an inline ✓ confirmation (for mutations) or runs a second turn so the agent can report read results in plain language.

Linking a channel identity to a Trimus user

Notes are user‑private, so Trimus must know which Slack/Telegram identity belongs to which Trimus user. Until linked, the Concierge can answer general questions and create issues, but cannot read or write your private notes (it says so when relevant). Two ways to link, both under Profile → Settings (user menu, top‑right):

  1. Paste your channel user ID directly:
  2. Slack — profile photo → Profile → … → Copy member ID (starts with U).
  3. Telegram — DM @userinfobot; the numeric id.
  4. DM pairing code — generate a single‑use code in Settings (or with trimus-cli pair-code <email> slack|telegram) and DM the bot /pair <code>. See slack.md.

Each user links their own identity; operators don't manage this on users' behalf. Per‑company linkage audit is at /companies/{id}/pairings/audit.

Recoverable edits

Every /edit-note writes the previous title, body, and labels before applying the update, so an accidental LLM edit is recoverable from the database (an operator can restore a prior version on request).

What to tell users

Concierge can now manage your Notes and Issues from Slack / Telegram. Open Profile → Settings and either paste your Slack member ID / Telegram numeric ID, or pair via a one‑time code. Then DM the bot as you normally would — ask about your notes or create one in plain English.

See also

  • slack.md — Slack‑specific setup, DM pairing, and known issues.
  • environment.md — CONCIERGE_CONTEXT_NOTES_LIMIT / CONCIERGE_CONTEXT_ISSUES_LIMIT digest sizing.