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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
| Cheat sheet | Use it to… |
|---|---|
| Getting inventory in | Load a catalog — feed types, spreadsheet, file upload, Instagram |
| Search tools reference | Pick the right product-search tool — what each one finds and when to reach for it |
| Filters & attributes | Filter options, the searchable product attributes, and tuning relevance for your catalog |
| Search prompts | Prompt patterns that make the agent search well |
| Image search | How image match works, its confidence tiers, and best practices |
| Testing & validating search | Known-hits checks plus inspecting what's actually in your search index |
| Product (commerce) MCP | Connect product search to Claude Code / Cursor over MCP |
| Search troubleshooting | Stale filters, noisy product names, leftover data after a catalog delete, SKU blind spots |
Agents platform
| Cheat sheet | Use it to… |
|---|---|
| The lobby | The Chief of Staff front door — one box, same-thread handoff, Tasks / Routines / Your team tabs |
| Your team & the agent library | The roster's three groups, and adding / removing library agents |
| Build an agent | Step-by-step: from a new agent to a tested, live one |
| Custom agents | Build your own agent from scratch; delete vs reset; the 10-slot cap |
| Tools & toggles | The built-in tool toggles → exactly what each one lets the agent do |
| Custom connectors | Your Sales Platform tools, 29 external app connectors (HubSpot, Gmail, Slack, Notion, Stripe…), connecting apps right from a chat, and custom MCP |
| Knowledge bases | Sources, knowledge-base types, and how the agent retrieves from them |
| Memory | Conversation memory vs long-term memory — categories, what's always in mind, and reviewing or deleting memories |
| Tasks, crons & schedules | Schedule options, cron & timezone, and pinning a model to a task |
| Routines | Run a built-in multi-step job, read step results, approve or stop a run |
| Custom routines | Build your own routine by chatting with your Personal Assistant |
| Triggers | Start a routine when something happens — secret links, queueing, limits |
| App-event triggers | The full catalog: 57 events across 21 connected apps (Stripe payments, new Gmail email, Slack messages…), instant vs checked-periodically |
| Skills | Platform vs account skills, authoring, attaching |
| Creative studio (media skills) | Product photos, video ads, reels, presenter videos — every ready-made format, example asks, and costs |
| Models & reasoning | The model picker, reasoning effort, and overriding a model per agent |
| MCP & connectors | Product vs Sales-Management vs UGC MCP |
| Testing & evals | Save a real conversation as a test scenario, replay it against candidate instructions, score answer stability |
| Connect Telegram | From BotFather to a live agent in minutes |
| Agents troubleshooting | Invisible scheduled runs, stuck runs, reasoning drops |
Channels & integrations
| Cheat sheet | Use it to… |
|---|---|
| Channels | Connect Website Widget, WhatsApp, Telegram, Instagram, and more |
| CRM & Integrations | Wire up KeyCRM, Bitrix24, Salesforce, HubSpot, Zoho, and others |
| External app connectors | Give an agent access to an external app (HubSpot, Gmail, Slack, Notion…) with one-time sign-in |
| Labels & statuses · Follow-ups | Lead processing |
See also
- Core concepts & glossary — the vocabulary behind these tables.
- Quick start — build your first agent.