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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

Updated June 21, 20266 min
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 fields, sale statuses, AI models, tags, filters, and operator assignment rules. Conversation scenarios with users are configured in Flow Settings.
In short:
Bot Settings is the foundation of the bot.
Flow Settings are the conversation scenarios with users.
All settings from Bot Settings apply to all Flows within the bot.



Bot Settings and Flow Settings — what is the difference?

Section
What it controls
Bot Settings
General bot settings: AI models, timezone, delays, custom fields, sale statuses, tags, notifications, and webhooks
Flow Settings
Conversation scenario: messages, steps, transition logic, AI personality, restrictions, and response style
Examples:
What you need to do
Where to configure it
Select an AI model
Bot Settings → Automation & AI
Add an AI Reply step
Flow Settings
Create a custom field
Bot Settings → Custom Fields
Use a custom field in a message or condition
Flow Settings
Configure the bot personality
Flow Settings → AI Settings
Do not confuse Automation & AI in Bot Settings with AI Settings in Flow Settings. In Bot Settings, you choose models and general AI settings. In Flow Settings, you define the bot's behavior within a specific scenario.


When to go to Bot Settings

Go to Bot Settings when you need to configure the bot at the system-wide level.
For example:
  1. after connecting a new bot
  1. you need to temporarily stop or archive the bot
  1. you need to change the timezone
  1. you need to configure delays
  1. you need notifications in a Telegram group
  1. AI is not responding the way you need
  1. you need to change the AI model
  1. you need to add custom fields
  1. you need to configure sale statuses
  1. you need to connect an external CRM or affiliate program
  1. you need to distribute chats among operators
  1. you need to configure tags and filters for the team.


What is inside Bot Settings

Section
What it is used for
General
Name, description, tags, status, timezone, and Space
Delays
Response delays and simulation of a natural conversation
Notifications
Team notifications
Webhooks & API
Receiving data from external systems
Custom Fields
Fields for storing user data
Sale Status
Sales funnel stages
Automation & AI
AI models, AI Recognition, and Bot Variables
CRM defaults
Assign Manager, Tags, and Custom Filters


General

General is a section with basic bot settings. Here you configure: name, description, tags, status, timezone, and the current Space.
Learn more: General — basic bot settings.


Delays

Delays is a section for configuring delays between a user's message and the bot's reply. Delays are used so the bot does not reply instantly, the conversation looks more natural, and the risk of Telegram errors is reduced when a funnel is active.
Learn more: Delays — bot delays.


Notifications

Notifications is a section for configuring team notifications. For example, you can send notifications to a Telegram group when a chat moves to Manual status.
Learn more: Notifications — Telegram Notifications for the Team.


Webhooks & API

Webhooks & API is used to receive data from external systems. For example: an affiliate program sends a registration or deposit; an external CRM updates user data; an external service moves the chat to the required step; the system writes data to custom fields.
Learn more: Webhooks & API — receiving data from external sources.


Custom Fields

Custom Fields are custom fields for storing user data. For example: trader_id, country, language, clickid, deposit_amount, manager_name. You can use these fields in messages, conditions, AI Reply, and integrations.
Learn more: Custom Fields — custom fields.


Sale Status

Sale Status defines the stages of the sales funnel. For example: Registration, FD, RD, Withdraw. A user can have one current sale status, which changes as they move through the funnel.
Learn more: Sale Status — sales funnel stages.


Automation & AI

Automation & AI is a section for general automation and AI settings. It may include the AI Models, AI Recognition, and Bot Variables subsections.
Learn more: Automation & AI.


CRM defaults

CRM defaults is a section with default CRM settings: Assign Manager, Tags, and Custom Filters.
Learn more: CRM defaults.


Getting started



If you have just connected the bot

Start with the basic setup:
  1. Open General.
  1. Check the bot status.
  1. Set the timezone.
  1. Fill in the description.
  1. Check Space.
  1. Go to Delays and configure the delays.
Learn more: Basic setup after connection.


If the bot replies too quickly

Go to Delays and configure:
Parameter
What it is used for
Response Time
Overall response delay
AI Reply Delay
AI reply delay
Typing Speed
Simulated typing speed
This makes the conversation more natural.


If you need notifications about new leads

Go to Notifications. There you can configure a Telegram group where notifications about new leads, important statuses, or the chat switching to Manual will be sent.


If you need to store user data

Go to Custom Fields. Create the fields you need to work with a lead. For example:
  1. ID in the affiliate program
  1. country
  1. language
  1. source
  1. deposit amount
  1. clickid.


If you need to track sales stages

Use Sale Status. For example:
  1. Registration
  1. FD
  1. RD.
You can also use Tags for more flexible segmentation.


If you need to distribute chats among operators

Go to CRM defaults → Assign Manager. There you can configure which chats an operator sees:
  1. only their own
  1. their own and unassigned
  1. all chats.


If you need integration with an external system

Go to Webhooks & API. This section is used when an external system needs to:
  1. send data to Chatterfy
  1. update a user
  1. change status
  1. write data to custom fields
  1. manage the conversation state.


If AI responds poorly

Check two places:
Where to check
What to check
Bot Settings → Automation & AI → AI Models
The selected model
Flow Settings → AI Settings
Personality, restrictions, response style, and prompts


What you should end up with

After configuring Bot Settings, you should have a bot that has:
What is configured
What it is for
Clear name
Find the bot quickly
Description
The team understands the bot's purpose
Correct Space
The bot is in the right project
Status
The bot is active, stopped, or archived
Timezone
The time matches the audience
Delays
The conversation feels natural
Custom Fields
User data is saved correctly
Tags and Sale Status
The team can segment leads
AI and integrations
The bot is ready for automation
After that, you can move on to configuring Flow and AI.


If something doesn't work



The bot does not respond to users

Check:
  1. status = Active
  1. the connection is working
  1. Flow is configured correctly
  1. Flow steps are connected
  1. delays are not too long
  1. the company balance is positive.


The bot responds at the wrong time

Check the Timezone. Most likely, the timezone is set for the team or another region, not for the audience.


The team does not see the bot

Check:
  1. which Space the bot is in
  1. whether employees have access to this Space
  1. whether the bot has been archived
  1. whether user roles are restricted.


Notifications are not arriving

Check:
  1. whether the Notifications section is configured
  1. whether the bot or account has been added to the Telegram group
  1. whether the correct group is selected
  1. whether the chat matches the notification filter conditions.


AI is not responding as expected

Check:
  1. the model in Automation & AI
  1. the AI Settings settings in Flow Settings
  1. prompts
  1. restrictions
  1. the Flow context.


Frequently Asked Questions

Bot Settings are the bot's general settings. Flow Settings are the conversation scenario.
Example:
The AI model is selected in Bot Settings
the AI Reply step is added in Flow Settings
custom fields are created in Bot Settings
they are used inside Flow Settings.

No. The Username of the Telegram bot is set when it is created via @BotFather and cannot be changed in Chatterfy. If you need a different username, you need to create a new Telegram bot.

No. Description in Bot Settings is an internal description for the team. Users in Telegram do not see it.

Status
Difference
Stop
A temporary pause. The bot remains in the list, history is saved, and it can be quickly returned to Active
Archive
Archiving. The bot is removed from the active list and is no longer used in current work

Yes. To do this, activate the bot again using Activate.

At minimum, check:
status
Space
timezone
description
delays
basic AI settings, if AI will be used.

Choose the timezone based on the audience. For example:
leads from India — Asia/Kolkata
leads from Moscow — Europe/Moscow
audience from several countries — the primary GEO.

Yes. This is done in General. Before transferring, make sure the new team has access to the target Space.


Articles in this section

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
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
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
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
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
Sale Status — sales funnel stages
The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already
Webhooks & API — receiving data from external sources
With a webhook, an external service can update user data, change the chat status, switch Flow steps, write values to Custom Fields, add or remove tags, and manage the conversation from an external sys


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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
Webhooks & API — receiving data from external sources
With a webhook, an external service can update user data, change the chat status, switch Flow steps, write values to Custom Fields, add or remove tags, and manage the conversation from an external sys
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
Sale Status — sales funnel stages
The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already
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On this page

  • Bot Settings and Flow Settings — what is the difference?
  • When to go to Bot Settings
  • What is inside Bot Settings
  • General
  • Delays
  • Notifications
  • Webhooks & API
  • Custom Fields
  • Sale Status
  • Automation & AI
  • CRM defaults
  • Getting started
  • If you have just connected the bot
  • If the bot replies too quickly
  • If you need notifications about new leads
  • If you need to store user data
  • If you need to track sales stages
  • If you need to distribute chats among operators
  • If you need integration with an external system
  • If AI responds poorly
  • What you should end up with
  • If something doesn't work
  • The bot does not respond to users
  • The bot responds at the wrong time
  • The team does not see the bot
  • Notifications are not arriving
  • AI is not responding as expected
  • Frequently Asked Questions
  • Articles in this section
  • Related