Guides

Everything you need to ship faster

Step-by-step tutorials, playbooks and reference. From your first agent to advanced multi-channel orchestration, all written by the team that builds the product.

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Agent ConfigurationBeginner

Agent Configuration Overview

How a MyChatBot AI agent works: autonomous operation, full customer journey, integrations and smart handoff.

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Getting Started Beginner

Connect Your First Channel

Step-by-step: connect WhatsApp, Instagram or Telegram and route incoming messages to your AI agent.

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Getting Started Beginner

Create Your First AI Agent

Build an AI sales agent from a template, customize tone and skills, and watch it reply to real customers.

Getting Started Beginner

Connect Your CRM

Two-way sync with HubSpot, Salesforce, Pipedrive or your custom CRM. Leads, deals and contacts.

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Sales Intermediate

AI Follow-Up Module Setup

Configure automated follow-ups that catch leads who go cold without being pushy.

Sales Intermediate

Building a High-Converting Outreach

Audience segmentation, AI personalization, sending throttling and answering objections at scale.

Sales Intermediate

Lead Qualification Playbook

Score leads automatically based on chat content, set up routing rules, hand off hot leads to humans.

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Voice Intermediate

Build a Voice Agent in 10 Minutes

From zero to a working voice AI agent answering inbound calls.

Voice Advanced

Reduce Voice Latency

Tune model selection, streaming and turn detection for sub-300ms response times.

Voice Advanced

Multi-language Voice Agents

Detect caller language automatically, switch mid-conversation, route to specialists.

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Content Factory Beginner

Create Your First UGC Video

From product link to ready-to-post UGC video in under ten minutes.

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Content Factory Intermediate

Build a Monthly Content Plan

Generate a 30-day content calendar across Instagram, TikTok and YouTube, auto-scheduled.

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Custom Client Tools

Give your AI agent custom functions: query your DB, call third-party APIs, run business logic.

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Getting StartedBeginner

Platform Overview

Get to know MyChatBot: what the platform is, how it works and where to start configuring your AI agents.

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Agent ConfigurationIntermediate

Instructions and Tools

How to write agent instructions and connect tools so your agent performs real actions.

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Agent ConfigurationBeginner

Configuration Wizard

A step-by-step wizard that helps you quickly configure an agent for your business.

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Agent ConfigurationIntermediate

Settings

Core agent parameters: model, language, limits, response time and handoff rules.

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Knowledge BaseBeginner

Knowledge Base: Overview

How to fill your agent with knowledge about your business, products and services so it answers customers accurately.

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Knowledge BaseIntermediate

Business Domain Documents

How to upload documents about your company, services and processes into the agent knowledge base.

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Knowledge BaseIntermediate

Product Feed

How to connect an XML product feed so the agent knows your catalog, prices and availability in real time.

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Knowledge BaseBeginner

Product Spreadsheet

How to upload products as a spreadsheet (Google Sheets / Excel) if you have no XML feed.

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Lead ProcessingIntermediate

Labels and Statuses

How the agent assigns labels and statuses to leads so you see each customer's stage.

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Lead ProcessingIntermediate

Follow-ups

How to set up automatic reminders so the agent re-engages customers who went quiet.

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IntegrationsBeginner

Integrations: Overview

An overview of MyChatBot integrations: CRM systems, spreadsheets, calendars and custom APIs.

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IntegrationsBeginner

Google Spreadsheet

How to connect a Google Sheet so the agent writes or reads data right inside it.

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IntegrationsIntermediate

KeyCRM Integration

How to connect KeyCRM to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

SalesDrive Integration

How to connect SalesDrive to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

Bitrix24 Integration

How to connect Bitrix24 to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

Kommo Integration

How to connect Kommo to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

Zoho CRM Integration

How to connect Zoho CRM to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

Salesforce Integration

How to connect Salesforce to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

Go HighLevel Integration

How to connect Go HighLevel to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

HubSpot Integration

How to connect HubSpot to MyChatBot so the agent creates and updates leads, deals and contacts automatically.

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IntegrationsIntermediate

Altegio Integration

How to connect Altegio (online booking) so the agent books and reschedules customer appointments.

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IntegrationsBeginner

Google Calendar

How to connect Google Calendar so the agent checks availability and schedules meetings.

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IntegrationsIntermediate

Task Manager

How to connect a task manager so the agent creates tasks for your team.

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IntegrationsAdvanced

MCP (Model Context Protocol)

How to connect external tools via MCP, an open protocol for extending agent capabilities.

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ChannelsBeginner

Connecting Website Widget

How to connect Website Widget to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting WhatsApp

How to connect WhatsApp to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Telegram

How to connect Telegram to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Telegram Account

How to connect Telegram Account to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Instagram

How to connect Instagram to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting TikTok

How to connect TikTok to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Facebook

How to connect Facebook to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Viber

How to connect Viber to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting E-Chat Viber

How to connect E-Chat Viber to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Gmail

How to connect Gmail to your MyChatBot AI agent and route customer messages for automatic handling.

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ChannelsBeginner

Connecting Webhooks API

How to connect Webhooks API to your MyChatBot AI agent and route customer messages for automatic handling.

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