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. Basic setup after connection

Basic setup after connection

After connecting the bot via we recommend completing the basic setup right away. This is not a full bot setup, but a minimum set of actions that helps: avoid common errors launch the funnel correctly

Updated June 21, 20265 min
After connecting the bot via Connecting a bot or personal accountwe recommend completing the basic setup right away.
This is not a full bot setup, but a minimum set of actions that helps:
  1. avoid common errors
  1. launch the funnel correctly
  1. configure timing and delays correctly
  1. prepare the bot to work with real leads.
Basic setup usually takes 5–10 minutes.
After that, you can move on to:
  1. Flow Settings — Flow Settings
  1. AI Settings — AI Settings — Bot Personality
  1. Delays — Delays — bot delays
  1. Notifications — Notifications — Telegram Notifications for the Team
  1. more in-depth CRM and AI configuration.


What to prepare

What to prepare
What it is needed for
Timezone
So messages and Delays work according to the audience’s time zone
Space
So the bot is placed in the right workspace
Delays logic
So you can correctly configure the pace of communication

Timezone


You need to understand which GEO the bot is targeting.
The timezone is set based on the audience, not the team's location.
Examples:
  1. India → Asia/Kolkata
  1. Moscow → Europe/Moscow
  1. Thailand → Asia/Bangkok

Space

You need to understand which Space the bot will work in. If the company has multiple projects or teams, a separate Space is usually used for each one.

Response delays

It is best to understand in advance what communication style is needed:
  1. fast support
  1. “live” sales
  1. traffic-arbitrage AI funnel
  1. premium communication.
The Delays settings depend on this.

What basic setup includes

Minimum checklist:
Step
What needs to be done
1
Check the bot status
2
Set up the timezone
3
Fill in the description
4
Check Space
5
Configure basic Delays
6
Check that the bot works
After that, the bot is ready to launch traffic and create a Flow.

Step-by-step setup in General

1. Open Bot Settings → General

After connection, the bot appears in CRM. Open: CRM → Bot Settings → General.
This section contains the main bot settings:
  1. status
  1. timezone
  1. description
  1. Space
  1. name
  1. tags.

2. Check the bot status


The bot must have status: Active.
If the bot is in Stop or Archive, it will not respond to users. If necessary, click: Activate.
The Stop status is usually used when a project is temporarily paused and lead processing is not required.
For example:
  1. stopping an advertising Campaign
  1. project completion
  1. a pause between launches
  1. seasonal traffic pause
  1. maintenance.
While the status is Stop, the bot:
  1. does not accept new messages
  1. does not reply to users
  1. does not execute the Flow
  1. does not consume resources.
At the same time, the chat history and bot settings are preserved.

3. Set the timezone


Timezone is one of the most important parameters. It affects:
  1. Delay
  1. Current time
  1. scheduled messages
  1. time logic inside the Flow.
Always set the timezone according to the audience, not the team.
Examples:
  1. leads from India → Asia/Kolkata
  1. leads from Moscow → Europe/Moscow
  1. leads from Thailand → Asia/Bangkok
If there are several GEOs, the main one is usually selected.

4. Fill in the description



Description is an internal bot description for the team. The Telegram user does not see it. Description helps you: find the right bot faster. avoid confusing projects. understand the GEO and purpose of the bot. distinguish test and production projects.
A good description:
Bot for the 1Win offer, GEO — IN, Spring 2026 campaign
A bad description:
Test bot

5. Check the Space


Make sure the bot is in the correct Space. This is especially important if:
  1. the company has several teams
  1. there are several GEOs
  1. test and production projects are separated.
If necessary, you can transfer the bot to another Space.
After the transfer, the old team will lose access to the bot. Before transferring, make sure that: the new team has the required roles and the correct access permissions have been granted.

Additionally — configure Delays


After General, we recommend going straight to: Delays — bot delays.
Even basic Delays configuration has a strong impact on communication quality. If you leave the delays at zero:
  1. the bot replies instantly
  1. the dialogue looks unnatural
  1. the user realizes more quickly that they are interacting with automation.

Arbitrage

Medium delays are suitable.
Parameter
Value
Response time
60
AI reply speed
120
Send message answer speed
60

Support

Fast replies are suitable.
Parameter
Value
Response time
10
AI reply speed
30
Send message answer speed
10

Sales / VIP

Long “human-like” pauses are suitable.
Parameter
Value
Response time
120
AI reply speed
300
Send message answer speed
120
Learn more: Delays — bot delays.

How to check that everything works

After the basic setup:
Open Telegram.
Message the bot with /start.
Check CRM → Messenger.
Make sure the chat has appeared.
Check whether the bot responds.
If the chat has appeared and the bot responds, the basic setup has been completed correctly.

What the result should be

After basic setup:
  1. the bot is in status Active
  1. the correct timezone is set
  1. description is filled in
  1. the correct Space is selected
  1. basic Delays are configured
  1. the bot responds to users
  1. Messenger receives new chats.
After that, you can proceed to creating the Flow.

What to keep in mind

The bot will not work without a positive company balance.If the balance is 0 or negative, the system will not allow you to activate the bot. Before launch, top up the balance via: How to top up a company.

If something does not work

The bot is Active but does not respond

First, check whether the bot token is being used simultaneously in other services or CRM.
Telegram sends messages to only one recipient, so a parallel connection may block the bot from working in Chatterfy.
Also check:
  1. whether Start is connected to other steps in Flow Settings
  1. whether Delays are set too high
  1. whether there are any blocking conditions inside the Flow.

Cannot select the required timezone

Chatterfy uses the standard IANA Timezone format. Examples:
  1. Asia/Kolkata
  1. Europe/Moscow
  1. Asia/Bangkok
If the city you need is not listed, choose the nearest one with the same UTC offset.

The bot replies too quickly

Configure Delays. Most likely: Response time is too short. AI reply speed is too low. Typing speed is disabled.

The bot does not reply according to the audience’s time

Check the timezone. Most often, the problem is that the team’s timezone is set instead of the users’ GEO.

Can Description be skipped?

Yes. Description does not affect how the bot works. But when you have many bots, the description makes navigation much easier for the team.

Frequently asked questions

Yes, preferably. This helps avoid most problems at the start.

The minimum recommended setup is: status Active. Timezone. Space. Description. basic Delays.

It affects: Delay. delayed messages. Current time. time logic inside the Flow. An incorrect timezone can break automation.

Yes. All parameters can be changed later through Bot Settings.

Usually, the next steps are: Flow Settings. AI Settings. Notifications. CRM and AI setup.

No. AI can be connected later. But if the bot will work through AI right away, it is better to configure the models in advance.


What’s next

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
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
AI Settings — Bot Personality
The Flow Settings → AI Settings section defines the bot's personality — the general context that AI takes into account in every response via the AI Reply step inside this flow. Three blocks: Global Le
AI Reply — detailed breakdown of the step
Unlike a regular Send Message, AI Reply does not send prewritten text. AI generates a reply when a message is received from the user. AI Reply is used for: communicating with the user handling objecti


Related

Bot Settings
Bot Settings is the main settings section for a specific bot. It contains settings that apply to the entire bot: name, description, status, timezone, response delays, notifications, webhooks, custom f
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
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
Spaces — Workspaces
If you have one project and one team, you usually don’t need to configure Spaces separately: the default space is enough. When you have several business areas, create a separate Space for each. When y


Was this article helpful?

BackNotifications — Telegram-уведомления командеNextWebhooks & API — приём данных извне

On this page

  • What to prepare
  • Timezone
  • Space
  • Response delays
  • What basic setup includes
  • Step-by-step setup in General
  • 1. Open Bot Settings → General
  • 2. Check the bot status
  • 3. Set the timezone
  • 4. Fill in the description
  • 5. Check the Space
  • Additionally — configure Delays
  • Arbitrage
  • Support
  • Sales / VIP
  • How to check that everything works
  • What the result should be
  • What to keep in mind
  • If something does not work
  • The bot is Active but does not respond
  • Cannot select the required timezone
  • The bot replies too quickly
  • The bot does not reply according to the audience’s time
  • Can Description be skipped?
  • Frequently asked questions
  • What’s next
  • Related