Skip to content
ChatterfyHelp Center
HomeGeneralCRMAI ManagerTrackerPlatformsFAQUpdate log
Main
Bot Settings
Text Recognition
Bot Settings
General — basic bot settings
Delays — bot delays
Notifications — Telegram Notifications for the Team
Basic setup after connection
Webhooks & API — receiving data from external sources
Custom Fields — custom fields
Sale Status — sales funnel stages
Automation & AI
CRM defaults
Flow Settings
AI Settings
Steps
Communication
Changes
Terms
Tracking
Additional
Messenger
Client card
Chat data
Events
Users
Mailings
Analytics
  1. CRM
  2. Bot Settings
  3. General — basic bot settings

General — basic bot settings

General — This is where you configure: the bot name and description for the team. tags for navigation. the bot's operating status. timezone. The Space where the bot is located. This is the first secti

Updated August 30, 20264 min
General — This is where you configure: the bot name and description for the team. tags for navigation. the bot's operating status. timezone. The Space where the bot is located. This is the first section we recommend checking immediately after connecting the bot.
General setup usually takes no more than a minute.


When to use General


Go to the General section when you need to:
  1. activate a new bot
  1. temporarily stop the bot
  1. archive an old bot
  1. change the timezone
  1. move the bot to another Space
  1. add a description and tags for the team.

How General settings work

All changes are applied after you click the Save button. No additional publishing is required. When settings are changed:
  1. current conversations are not deleted
  1. active chats continue to work
  1. message history is preserved.
If the bot was stopped using Stop, it will continue working with the saved history after being activated again.

Main parameters

Parameter
Description
Example
Name
Telegram bot name
Lily Trader Helper
Username
Telegram bot username
@lily_helper_bot
Description
Internal description for the team
Bot for GEO IN
Tags
Tags for filtering
support, india
Status
Bot status
Active
Timezone
Bot timezone
Europe/Moscow
Space
Workspace
Default


Name

Name is pulled from Telegram automatically. You cannot change it inside Chatterfy. If you need a different name:
  1. Go to @botfather
  1. Enter the /mybots command
  1. Select the required bot
  1. Click the edit bot button
  1. Select the edit name function
  1. Send the bot a new name, and it will change it


Username

The username is pulled from Telegram automatically. You cannot change it inside Chatterfy. If you need a different username:
  1. create a new bot via @BotFather
  1. connect it again in Chatterfy.
The username is assigned to the bot on the Telegram side.


Description

Description is an internal description for the team. Telegram users do not see it. The description helps you find the right bot faster, understand the bot's purpose, and separate projects within the team.
Examples:
  1. Bot for the 1Win offer, GEO — IN
  1. Support bot for an e-commerce project
  1. Test AI funnel EU.
Use clear descriptions. In a few months, finding “Bot No. 3” will be difficult, while “Crypto Funnel EU — Test AI” will be easy.


Tags

Tags are tags for filtering and navigation. They let you group bots, quickly find projects, separate GEOs, and distinguish test bots from production bots.
Examples:
  1. crypto
  1. support
  1. test
  1. india
  1. ecom.

Status — bot operating status


A bot has 3 statuses:
Status
What it means
Active
The bot is running
Stop
Bot temporarily stopped
Archive
Bot archived

Active

Active is the main operating mode. In this status, the bot:
  1. receives messages
  1. sends messages
  1. runs Flow
  1. works with AI
  1. is displayed in CRM.
Used for active projects.

Stop

Stop is a temporary bot shutdown. With the Stop status:
  1. the bot stops receiving messages
  1. AI stops replying
  1. broadcasts are not sent
  1. new messages are not processed.
At the same time, chat history is saved. CRM remains available. The bot can be quickly returned to Active.
Stop is used:
  1. during holidays
  1. when advertising is paused
  1. during maintenance
  1. when a Campaign is stopped.

Archive

Archive — complete archiving of a bot. After archiving: the bot is removed from the active list. operation stops. history is preserved.
Archive is used for: completed projects. old offers. unused bots.
Before archiving, make sure that:
  1. broadcasts are stopped
  1. active Campaign are completed
  1. the bot is no longer used in Tracker.
Before archiving, complete active processes: archiving may stop dialogs, broadcasts, and related campaigns in Tracker.

Timezone — bot timezone


Timezone affects all time-related logic inside the bot. It determines:
  1. Delay
  1. Push Messages
  1. time-based conditions
  1. AI logic with time restrictions
  1. message schedules.

Why this matters

If the bot works for an audience in India, but the timezone is set to Europe/Moscow, communication errors may occur. For example:
  1. morning messages may arrive at night
  1. Delay will trigger at the wrong time
  1. time-based analytics will become incorrect.
Set the timezone based on the audience, not the team's location.

Example

The team is located in Thailand, but works with Moscow. The correct timezone is:
Europe/Moscow
Then: messages will be sent according to Moscow time. Delay and Push Messages will work correctly for users.

Space

Space is a workspace that contains the bot. Different Spaces are usually used for: different clients. different projects. different teams. separating tests and production.

Transferring a bot between Spaces

A bot can be transferred to another Space. After the transfer: the new team will get access. the old team will lose access. settings and chats will be preserved.
Transfer is used when: a project is handed over to another team. the company structure changes. projects need to be separated.
Before transferring, make sure that: the required employees are in the new Space. the correct roles and access permissions have been granted.

Use cases

Pausing advertising

The team does not work during the holidays. To prevent the bot from replying automatically:
  1. switch the bot to Stop
  1. after the holidays, set it back to Active.

Project handover

The agency hands the client over to another team. To do this:
  1. a new Space is created
  1. the bot is transferred via General → Space
  1. the new team gets access.

Working with another GEO

The team is in Europe, but traffic is directed to India. In General, set:
Asia/Kolkata
Then Delay, Push Messages, and time conditions will work correctly for the Indian audience.

FAQ

No. The username is assigned to the bot in Telegram via @BotFather. To get a new username, you need to create a new bot.

Status
What it means
Stop
Temporary stop. The bot remains in the list, the history is visible, and operation can be quickly restored.
Archive
Full archiving. The bot is hidden from the active list and is used for completed projects

No. Description is visible only to the team in Chatterfy. The Telegram user does not see it.


What's next

Delays — bot delays
Delays ( Bot Settings → Delays) is a section for configuring delays between a user's message and the bot's response. Delays help make the conversation more natural: the bot does not respond instantly
Notifications — Telegram Notifications for the Team
Notifications (Bot Settings → Notifications) is a section for sending notifications to the team's Telegram groups. Currently, Notifications work for the following event: A chat switches to Manual stat
Custom Fields — custom fields
Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o
Flow Settings
The Flow Settings section is the heart of Chatterfy . This is where the bot’s communication logic with the lead comes together: which messages are sent, in what order, which conditions are checked, wh
Messenger
The Messenger section is the operator team's workspace within CRM . Here, you can view all bot or personal account dialogues, respond to leads, switch statuses, filter necessary chats, and open client


Was this article helpful?

BackText RecognitionNextDelays — bot delays

On this page

  • When to use General
  • How General settings work
  • Main parameters
  • Name
  • Username
  • Description
  • Tags
  • Status — bot operating status
  • Active
  • Stop
  • Archive
  • Timezone — bot timezone
  • Why this matters
  • Example
  • Space
  • Transferring a bot between Spaces
  • Use cases
  • Pausing advertising
  • Project handover
  • Working with another GEO
  • FAQ
  • What's next