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Telegram Sales Agent with the Wizard

In this tutorial you build a sales agent that talks to customers in Telegram, using the wizard's guided sales template. You create a Telegram bot, let the wizard generate and connect a configured agent, then test the bot by messaging it yourself.

The example continues with EventHub, the fictional online-events company from the inbound tutorial — this time you put a sales agent in front of customers who write to you in Telegram. By the end you have:

  • A Telegram bot created with @BotFather, and its token.
  • A wizard-built inbound agent connected to that bot and started.
  • A tested conversation in Telegram, reviewed in Sessions.
  • A channel connection you manage later in Settings > Channels.

Plan about 30 minutes, most of it inside the wizard. Each stage gives only the steps you need and links to the page that covers that screen in full.

Before you start​

  • The Telegram app (mobile, desktop, or web) — you need it to talk to @BotFather and to message your bot.
  • You are signed in to the portal — see Sign up and sign in.
  • A role that allows creating agents. If the Create with wizard button is missing, ask your administrator — see Roles and permissions.
  • Optional: a website URL and a PDF with FAQs or product information to give the agent more to answer from.

Stage 1: Create a Telegram bot and copy the token​

The wizard connects the bot for you, but the bot itself is created in Telegram with @BotFather, Telegram's official bot for managing bots.

  1. In Telegram, open @BotFather and send /start.
  2. Send /newbot and follow the prompts: a Bot name (the display name, for example EventHub Sales) and a Username that ends with bot (for example eventhub_sales_bot).
  3. BotFather replies with a token in the format 123456789:AAH...XYZ. Copy it — this is the value you paste into the wizard.

Connect a bot that is not already attached to another agent: one agent handles inbound traffic per bot. For an existing bot, find its token under /mybots.

Keep the token secret

Anyone who has the token controls the bot. Store it like a password.

BotFather details, token rules, and customization commands: Telegram.

Stage 2: Start the Telegram AI Sales wizard​

  1. In the left menu, go to AI AGENTS > Agents.
  2. Click Create with wizard in the upper-right corner and select Telegram AI Sales from the dropdown.
  3. On the intro page, click Start.

The wizard walks you through a few steps, generates the configuration, and at the end connects your bot and starts the agent. Use Next to advance, Previous step to go back, and the stepper dots to jump between steps.

The full template walkthrough: Wizard.

Stage 3: Describe the EventHub sales agent​

Steps 1–5 of the Telegram AI Sales template collect the agent's identity, business context, tone, knowledge, and the details to capture. Fill them in for EventHub:

  1. Choose your AI agent's name — enter a required name, for example Ted.
  2. Information about your business — optionally add the Website URL and a Tell us about your business description: EventHub runs online webinars and workshops, registration is free but required, and the agent helps people pick an event and sign up.
  3. Personalize Your AI Agent — edit the prefilled Personalize your AI agent field to set a friendly tone, the greeting language, and a starting phrase.
  4. AI Agent Knowledge Base — optionally click Choose PDF file and upload one PDF of FAQs or event details. Wait for the upload to finish before continuing.
  5. Conversation Results — keep the details you want the agent to collect (for example Name, Email, Phone), and enter the required Email address to receive leads.

The wizard fields, defaults, and example texts in full: Wizard.

Stage 4: Connect the bot token and create the agent​

  1. On the Telegram bot token step, paste the token from Stage 1 into the Telegram token field. The wizard checks the format — if the value does not match, it shows Incorrect Telegram token format. Copy the token exactly as BotFather sent it, with no extra spaces.
  2. Click Review.
  3. The wizard shows Handling your data while it generates the configuration — this can take a couple of minutes.
  4. On the Review configuration page, check and edit the generated Agent Settings — Agent name, Welcome message, Identity, Speech style, and Task — and the Sources list if you added knowledge. The Telegram integration section shows the Token you entered, read-only here; to change it, click Back to wizard.
  5. When the settings look right, click Create AI-agent.

The wizard creates an inbound agent with a Telegram channel connection and starts both, so the bot begins answering messages. The agent's page opens, where you can refine the configuration later.

note

If creation fails, the agent appears in the Agents list with the Error status — for example, when the token was revoked in @BotFather. Check the token under /mybots and run the wizard again. See Agent statuses.

Stage 5: Test the bot in Telegram​

  1. In Telegram, search for your bot's username from Stage 1 and open the chat.
  2. Send /start, then a sales question, for example What events are coming up? The agent should answer from its instructions and any knowledge you added.
  3. Show interest in an event and provide your details. The agent should ask for the customer details you kept in the Conversation Results step.

If the bot does not reply, confirm the agent did not finish with the Error status, and see Telegram for connection checks.

tip

Telegram marks bot accounts with a BOT label and shows no online status — that is normal. You can also test the agent in the Playground on its page.

Stage 6: Review the conversation in Sessions​

Every conversation with the bot is recorded as a session.

  1. In the left menu, open Sessions.
  2. Click Search, pick your agent in the Agents filter of the Session Filters dialog, and click Apply.
  3. Open the test session: read the messages, confirm the Telegram channel icon in the Channel column, and check the values the agent collected under Session results in the Parameters & results panel.

Filters, logs, and the anatomy of a session: Sessions.

What you built​

  • A Telegram bot, connected to a wizard-built EventHub sales agent that is started and answering.
  • A tested conversation in Telegram, captured in Sessions with the collected lead details.
  • A channel connection that now lives in Settings > Channels, where you start, stop, and monitor it like any other channel — see Settings > Channels.

To put a sales agent on your website instead of Telegram, the wizard's Website AI Sales template follows the same path with a web widget — see Website Sales Agent. To run a personal-style Telegram bot built from your own content — audio, video, and PDFs — use the Creator AI Twin template; both are covered in Wizard.

Common issues​

SymptomLikely causeFix
The wizard shows Incorrect Telegram token formatA typo or extra spaces in the tokenCopy the token exactly as @BotFather sent it — digits, a colon, then a long string
The agent ends with the Error statusThe Telegram channel could not start, for example a revoked tokenCheck the token under /mybots in @BotFather and run the wizard again
The bot receives messages but stays silentThe channel is not running, or the agent is not startedCheck the connection status in Settings > Channels, and that the agent is running
You cannot use the bot on a second agentOne agent handles inbound traffic per botCreate a separate bot with @BotFather and run the wizard again for it
The agent gives generic answersLittle business context or no knowledge addedAdd a richer description, a website URL, or a PDF, then expand the knowledge sources on the agent's page
The session is missing from SessionsA filter is hiding itOpen Session Filters and click Reset, or set the Agents filter to your agent

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