Cheat sheets

Every quick-reference in one place. Jump straight to the table you need.

In the app

Everything in these tables lives in the MyChatBot app at app.mychatbot.app. Agents are under /agents, external tools under Agents → Connectors (/agents/connectors), and your channels and CRM under Integrations.

Inventory & product search

Guide	What you will build or learn
Getting inventory in	Load a catalog from a feed, spreadsheet, file upload, or Instagram and understand what happens after import
Search tools reference	Choose the right product-search tool and understand what each one returns
Filters, attributes & params	Use filters, searchable attributes, and parameters to narrow catalog results
Search prompts	Apply prompt patterns that make an assistant search a catalog reliably
Image search	Understand image matching, confidence tiers, and image-search best practices
Testing search	Validate known hits and inspect what is actually present in the search index
Product (commerce) MCP	Connect account-scoped, read-only product search to an external MCP client
Search troubleshooting & best practices	Diagnose stale filters, noisy names, deleted catalog data, and empty or irrelevant results

Agents Platform

Guide	What you will build or learn
Operating model: routine first	Understand the routine-first model, Claude/Codex configuration plane, and Sales Platform runtime boundary
The lobby: where work starts	Use the Chief of Staff front door, same-thread handoffs, and lobby tabs
Your team & the agent library	Understand the roster groups and add or remove library agents
Build an agent	Follow the path from a new agent to a configured and tested one
Custom agents	Build a blank agent and understand delete, reset, and the custom-agent limit
Tools & toggles	Map each built-in toggle to the capability it exposes
Connectors	Connect Sales Platform areas, external apps, or a custom MCP server to an agent
Knowledge	Choose knowledge sources and understand how an agent retrieves from them
Memory	Compare conversation history with account-scoped long-term memory and manage saved memories
Tasks, crons & schedules	Configure scheduled conversations, cron expressions, timezones, and model pinning
Routines	Run a multi-step workflow, inspect results, understand review state, and stop a run
Custom routines	Define reusable YAML workflows with steps, branches, loops, parallel work, schedules, and triggers
Build routines with Claude or Codex	Use the Agents MCP to inspect capabilities, author YAML, validate it, and run a bounded preview
Triggers	Start a routine from a secret link or another event and understand queueing and limits
App-event triggers	Choose from connected-app events and understand instant versus polled delivery
Skills	Author, attach, edit, and remove reusable account or platform skills
Creative studio	Choose ready-made product photo, video, reel, presenter, and audio formats
Models & reasoning	Select a model, configure reasoning effort, and override an agent default
MCP & connectors	Choose among Agents, Product, Sales-Management, UGC, and Docs MCP surfaces and configure clients safely
Testing & evals	Save a conversation as a scenario, replay candidate instructions, and compare answer stability
Telegram	Connect a BotFather bot directly to an Agents Platform agent
Troubleshooting	Diagnose invisible scheduled runs, stuck runs, approvals, and reasoning behavior
Routine recovery	Recover saved routine progress, review unfinished actions, or cancel an interrupted run

Channels & integrations

Guide	What you will build or learn
Channels overview	Choose between customer-facing Sales Platform channels and an Agents Platform Telegram bot
Integrations overview	Choose and connect a CRM, scheduler, or other Sales Platform integration
External app connectors	Authorize an external app once per account and enable it only for the agents that need it
Labels and statuses	Categorize client conversations with built-in labels and pipeline statuses
Follow-ups & outreach	Configure timed follow-up sequences and targeted one-off outreach

See also

• Core concepts & glossary — the vocabulary behind these tables.
• Quick start — build your first agent.