1. Introduction

This guide walks you through the key functions available under the [Integration – Telegram] channel. Whether you're new or looking to scale your automation, this tutorial helps you quickly understand and utilize the core Telegram bot features.

Enable Telegram

2. Feature

2.1. Global Search Bar

Use the search bar at the top to quickly find Telegram accounts by account name, ID, notes, or status. This helps streamline your account management and speeds up navigation.

Global Search Bar

2.2. Add Telegram robot account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Telegram Robot to integrate your robot account. For detailed procedures, please refer to How to integrate Telegram?

Add Telegram Robot

2.3. Enable robots

Once you have successfully authorized the Telegram robot, you can manage your multiple robot sessions on SaleSmartly for one-stop chat .

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to robot conversation messages more easily and quickly. Click to activate the account to receive information in real time.

2.4. Add customer service-configure customer service

After integrating TG bot into Salesmartly, you can configure customer service for your bot to facilitate the management of your Telegram account.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process.

Click the link for details on how to add members to a project.

Add customer service-configure customer service

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

2.5. Editing Automation

In addition, you can also configure the created automated processes for Telegram accounts to achieve automatic replies, recall customers and other demand scenarios.

Click Edit Automation > check the automation process you want to configure > click OK.

Note: If you check the box "Associate all automation," the account will be automatically associated with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

Editing Automation

Practical Guide