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Bots

What are bots?​

Bots are automated systems for communicating with customers through various messengers and social networks. They allow automating communication processes and customer request handling. Can be used together with scripts and campaigns.

Main Functions​

  • Creating bots — "Add" button in the top panel
  • Editing — click on bot row
  • Search and filtering — by name, platform, status
  • Bulk deletion — select multiple bots
  • View comments — detailed bot information

Information in the table:​

  • Name — bot name
  • Platform — messenger or social network
  • Status — current state (Active, Inactive, Error)
  • Creation date — when it was created
  • Comment — additional information
  • Actions — available operations

Creating a Bot​

Step 1: Basic Information​

  1. Click "Add" → fill in name and description
  2. Select platform (Telegram, WhatsApp, VK, etc.)

Step 2: Connection Setup​

  1. Configure connection parameters:
    • Bot token (obtained from platform)
    • Webhook URL (if required)
    • Authorization settings
  2. Add comment (optional)
  3. Save the bot

Bot Management​

Editing​

  • Click on bot row → editing
  • Change name, description, connection token
  • Configure operation parameters

View Information​

  • Eye icon (👁️) in "Comment" column → detailed information

Search and Filtering​

  • Search by name or description
  • Filter by platform or status
  • Sort by any column

Supported Platforms​

Telegram​

  • Create bot through @BotFather
  • Get token for connection
  • Configure commands and menu

WhatsApp Business​

  • Connect through WhatsApp Business API
  • Configure webhook for receiving messages
  • Handle media files and documents

VK (VKontakte)​

  • Create community or application
  • Get access token
  • Configure callback for events

Other Platforms​

  • Facebook Messenger — Facebook integration
  • Instagram — work with Direct messages
  • Discord — bots for Discord servers
  • Slack — corporate bots

Bot Statuses​

  • Active — working and responding to messages
  • Inactive — disabled but configured
  • Error — connection or configuration problems
  • Testing — in testing mode
  • Awaiting setup — created but not configured

Troubleshooting​

Getting Token for Telegram Bot​

Instructions: find @BotFather in Telegram → send /newbot → follow instructions → get token → insert into bot settings

Bot Not Responding to Messages​

Reasons: incorrect token, bot not activated, webhook problems, configuration errors Solution: check token correctness, ensure bot is active, check webhook settings

Testing Bot​

Methods: enable test mode, send test messages, check commands, test dialogue logic

Limitations​

  • Each bot is tied to one platform
  • Need to create separate bot for each platform
  • Settings may differ between platforms

Tips​

Creating Quality Bots​

  • Use clear names and descriptions
  • Test before launch with test data
  • Document settings and important parameters

Work Organization​

  • Group by platforms, separate bots from different messengers
  • Maintain versioning and save backup copies of settings
  • Monitor work and track activity
  • Scripts — bot integration with interaction logic
  • Campaigns — using bots in campaigns
  • Statistics — bot effectiveness analysis