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:Step 1. Create the agent
There are three ways to create an AI employee. Pick whichever fits.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.
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.
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.
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.
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.
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.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
Can it really be done in 30 minutes?
Can it really be done in 30 minutes?
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.
Which creation path should I pick — template, URL, or empty?
Which creation path should I pick — template, URL, or empty?
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.
Is connecting a CRM mandatory?
Is connecting a CRM mandatory?
No. A Telegram bot works perfectly without a CRM. But if you sell — without a CRM you’ll lose leads and history.
What if the agent answers off-topic?
What if the agent answers off-topic?
Open the Persona and refine the instructions. Most issues are fixed by adding one new block: “When the customer asks about X — answer Y.”
How much does the launch cost?
How much does the launch cost?
Creation and configuration are free. Charges apply only to actual conversations. See Billing.
Can I create multiple agents at once?
Can I create multiple agents at once?
Yes. Each agent has its own Persona, channels, and talents. Useful, for example, for different products or different languages.
How do I move a test agent to production?
How do I move a test agent to production?
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.