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This page is the shortest path from sign-up to a working AI employee that replies to customers in a messenger and saves contacts in your CRM. The whole flow takes about 30 minutes. For deep dives on each step, see the linked sections.
Creating a new AI employee

AI Employees

Manage and organize your agents

Persona

Core instructions for your AI employee

Talents

Integrations and agent capabilities

Channels

Telegram, CRM, and other connections

Video walkthrough

The video walks through an end-to-end scenario: creating an agent, configuring a minimal Persona, connecting Telegram and CRM, and running the first test conversation. If you prefer text — keep scrolling.

What you’ll do

In 30 minutes you’ll go through 5 steps:
StepActionTime
1Create an AI employee~3 min
2Configure a minimal Persona (Role + Tone + Instructions)~10 min
3Connect a channel (Telegram is the fastest)~5 min
4Connect a CRM (Bitrix24 or amoCRM) — optional~10 min
5Test in chat~2 min
If you just want to “kick the tires”, skip steps 3 and 4 and jump straight to step 5. The live preview works without any channel connected.

Step 1. Create the agent

There are three ways to create an AI employee. Pick whichever fits.
Agent creation modal
1

Open the agent list

In the sidebar, click AI Employees — you’ll see your agents or an empty state. Click Hire AI Employee (or the + button in the top-right corner).
2

Choose a creation path

The modal offers three options:
  • Manually from the library — ready-made templates for typical roles.
  • Automatically from a website URL — the platform scrapes your site and drafts an agent for your business.
  • Empty agent — a blank slate, everything from scratch.
3

Library templates

If you choose “Manually from the library”, the available templates are:
  • Personal Assistant — general-purpose helper.
  • Learning Companion — study and learning support.
  • Creative Helper — creative tasks and copywriting.
  • Health & Wellness — habits and well-being.
  • Task Management — tasks and time management.
  • Research Assistant — search and information analysis.
  • Other — a custom template.
Library of ready-made agent templates
4

Confirm creation

Click Create. The new agent’s card opens with tabs for Persona, Talents, Channels, Knowledge Base, Notifications, and others.
A template is just a starting Persona. You’ll still want to tailor it: company name, niche specifics, key rules.

Step 2. Configure the Persona

The minimum viable Persona has three blocks: Role, Tone, Instructions. Full guide: Persona.
Persona editor
1

Role

One or two sentences: who the employee is and which business they represent.
You’re a virtual consultant for “Northern Forest” store. You help customers pick products and place orders.
2

Tone

How the employee speaks: formal or friendly, addressing style, response length, emojis.
Be warm and use formal “you”. Keep replies short (3-4 sentences). Avoid jargon.
3

Instructions

What to do in typical situations. Create a separate block per scenario: greeting, pricing replies, what to do when an item is out of stock, how to hand off to a human manager.
Save iteratively — the platform automatically creates versions you can roll back to.

Step 3. Connect a channel

A channel is where customers actually talk to the agent. The fastest start is Telegram.
1

Open the Channels tab

On the agent card → Channels tab → Connect channel.
2

Pick Telegram

From the list select Telegram. The detailed token guide is in Telegram.
3

Paste the bot token

Create a bot via @BotFather in Telegram, copy its token, and paste it into the connection form.
4

Save

The bot starts receiving messages immediately. Send it the first message — the agent will reply.
Beyond Telegram, the other messengers connect via Wazzup. See Channels.

Step 4. Connect a CRM (optional)

If you run your customers through Bitrix24 or amoCRM, connect the CRM so the agent can create leads, look up contacts, and update deals. There are two independent integrations:
  • CRM channel — receive messages from the CRM’s open lines. See Bitrix24, amoCRM.
  • CRM talent — perform CRM operations on behalf of the agent (create lead, assign owner, move deal). See Talents.
Most setups need both: the channel so the agent sees the customer’s chat inside the CRM, and the talent so the agent can act on CRM entities (leads, deals, tasks).
1

Open Talents

On the agent card → Talents tab → find Bitrix24 or amoCRM.
2

Authorize the connection

Bitrix24 — REST webhook with CRM/Users/Tasks permissions. amoCRM — OAuth.
3

Describe the talent in the Persona

In the Persona, add a block: “When a customer leaves contact details, create a lead in the CRM. Use name and phone, tag it Chatbot.”

Step 5. Testing

There are two ways to verify the agent — without waiting for live customers.
1

Live preview on the agent page

The Show chat button in the top-right corner of the agent card opens the embedded test chat. Handy for development and quick Persona tweaks.
Test chat on the agent page
2

Live chat /live/:id for sharing

Each agent has a public /live/<id> page — open it in a new tab or send the link to teammates without a platform account. Useful for demos and acceptance.
Live modes consume words and balance just like regular conversations. Watch your spend during testing.

What’s next

The agent is running — now it’s time to harden it for real load.

Notifications

Get alerts about hot leads in Telegram and CRM

Auto Follow-up

Bring back customers who went silent

Knowledge Base

Upload documents, price lists, FAQs

Customer Profiles

Personalize based on history

Rules Hub

Ready-made blocks and presets for the Persona

Billing

Balance, plans, and charge history

FAQ

Yes — provided you already have an account, a Telegram bot token, and you’ve thought about your business description and communication style in advance. If you still need to figure out who your agent should be, plan for 1–2 hours.
If you have a website with services described — try “from URL”: you’ll get a solid draft. If your business is typical (assistant, consultant), use a template. Start from scratch only if you already know how to write Personas.
No. A Telegram bot works perfectly without a CRM. But if you sell — without a CRM you’ll lose leads and history.
Open the Persona and refine the instructions. Most issues are fixed by adding one new block: “When the customer asks about X — answer Y.”
Creation and configuration are free. Charges apply only to actual conversations. See Billing.
Yes. Each agent has its own Persona, channels, and talents. Useful, for example, for different products or different languages.
Test and production are the same agent. Just switch the channel — for example, from a Telegram test bot to your company’s main Telegram bot, or add additional channels.