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Core concepts & glossary
The vocabulary you need before diving in. MyChatBot has two big surfaces — the Sales Platform (assistants that work your inbox and CRM) and the Agents Platform (agents that do open-ended work) — that share accounts, knowledge, and connectors. This page maps the pieces to what you actually click in the app; the deep pages are linked from each term.
How it fits together
- An account owns everything below. It's the workspace you log into at app.mychatbot.app.
- On the Agents Platform, you usually start at the lobby — one message box where the Chief of Staff routes your request to the right agent. You build agents by starting from a template (or a blank agent) and customizing it — instructions, tool toggles, connectors, knowledge, skills, and a model. Agents run in conversations, can be put on schedules or run built-in routines, and reach out over Telegram (the one channel you connect straight to an agent — the website widget, WhatsApp and the rest are Sales-Platform channels).
- Inventory you load through an integration becomes searchable product data that an agent can look up with product search.
- MCP endpoints let you plug product search, the whole Sales Platform, or UGC tooling into external clients (Claude Code, Cursor) — or into agents as connectors.
In the app
Everything on the Agents Platform lives under Agents in the left nav (app.mychatbot.app/agents). New to it? Open Agents → How it works (/agents/how-it-works).
Glossary
| Term | What it is | Where it lives in the app |
|---|---|---|
| Account | Your top-level workspace. Every agent, integration, connector, and knowledge source belongs to one account. | app.mychatbot.app |
| Agent | A configured worker: a starting template plus your customizations (instructions, tools, connectors, knowledge, skills, model). | Concepts · Build an agent |
| Template | A ready-made agent kind that comes pre-set with a model, instructions, tools, and skills — e.g. a general assistant, a personal assistant, or a skill builder. Pick one as your starting point. | Concepts |
| Blank agent | Start from scratch instead of a template. In the app you create one, pick its model, and write its instructions yourself. | Build an agent |
| Customizations | The changes you layer on top of a template. Anything you leave blank inherits the template's default; clearing a field resets it to the default. | Concepts |
| Tool toggle | On/off switches for what an agent is allowed to reach for — Web browsing, Run code & crunch data, Search the web, Sales Platform tools, Business knowledge, and more. Off means the agent won't even see the tool. | Tools & toggles |
| Connector | A third-party integration an agent can act through. Three flavors: external app connectors (HubSpot, Gmail, Slack, Notion, and more — authorized once per account), Sales Platform connectors (slices of your own account's sales data), and custom connectors (your own MCP server). | Custom connectors · Connect apps |
| Model & reasoning | Each template ships with a default model (GPT-5, Claude Opus, Gemini, Grok, …) that you can change on any agent. Some models let you set how hard they think (reasoning effort). | Models & reasoning |
| Knowledge base | What an agent can look things up in: business-knowledge sources (Open Web, Google Drive / Notion / Slack, your Products — enabled by the Business knowledge toggle) and Sales Platform sources (FAQ, product catalog, product feed, spreadsheet). | Knowledge bases |
| Memory | Each conversation keeps its own history, plus long-term memories saved automatically from conversations — organized by category, with the essentials (corrections, brand, key preferences) kept in mind on every reply and the rest recalled when a task needs them. Review or delete any memory on the Knowledge page. | Memory |
| Skill | A reusable, packaged capability. Platform skills ship with the product; your skills are ones you create (with the built-in skill builder). | Skills |
| Schedule / task | A recurring, timed run of an agent inside a chosen conversation. | Tasks, crons & schedules |
| Routine | A built-in multi-step job attached to an agent — run it in one click and watch the steps complete live. You can also build your own by chatting. | Routines · Custom routines |
| Lobby / Chief of Staff | The Agents-Platform front door: one message box where the Chief of Staff triages your request and hands it to the right agent in the same thread. | The lobby |
| Channel | Where a bot talks to end users. An Agents-Platform agent connects Telegram directly; the website widget, WhatsApp, Instagram and the rest are Sales-Platform channels for your sales assistant. | Connect Telegram to an agent · Sales channels |
| Conversation | One chat thread with an agent. Telegram and website chats show up here too. | Memory |
| Assistant | The Sales Platform sales bot (distinct from an Agents-Platform agent). Agents reach the Sales Platform through the Sales Platform tools toggle or the Sales-Management MCP. | Custom connectors |
| Integration | Here: a data source you connect to feed inventory in — a product feed, spreadsheet, file upload, or Instagram integration all populate your searchable catalog. (Not to be confused with the Sales Platform's Integrations section for CRMs — see Integrations overview.) | Getting inventory in |
| Product search | Search over your catalog — it blends meaning-based and keyword matching, supports filters, categories, and image matching. MyChatBot tunes relevance for you; contact support to adjust it for your catalog. | How search works |
| MCP | Model Context Protocol endpoints you can plug into external clients: Product MCP (search one catalog), Sales-Management MCP (your account's sales tools), UGC MCP (content/ads/analytics). | MCP & connectors · Product MCP |
Building an agent, step by step
The concepts above map to a short click-path when you actually build one:
- Create it. New agent → pick a template (or start blank) and choose a model.
- Give it instructions. Open the agent → Instructions tab.
- Decide what it can do. Open Settings → What it can do and flip on the tools it needs. Off is the safe default.
- Connect apps & knowledge. Add connectors and knowledge sources so it can act on and look up your data.
- Talk to it, or schedule it. Chat in Conversations, or set up a recurring run on the Tasks tab.
In the app
Start a new agent at app.mychatbot.app/agents/new. Every agent then has its own Overview · Instructions · Settings · Tasks · Conversations tabs. Tools, model, identity, connectors, and skills all live under Settings.
Connectors: connect once, enable per agent
External app connectors are authorized once per account in the connector catalog. After that, each agent gets its own switch — an agent only sees a connector when it's both authorized on the account and turned on for that agent.
In the app
Browse and authorize apps at app.mychatbot.app/agents/connectors (Connectors in the Agents nav). Then enable the ones you want under an agent's Settings → Connectors. Hosting your own tool? Add a Custom connector with its MCP URL.
Channels: where end users reach your agent
An agent can answer people through the website widget, WhatsApp, Telegram, Instagram, and more. Each channel has a short connect form; once linked, incoming chats appear as conversations.
See also
- Quick start: build your first agent — put these together in ~10 minutes.
- Agents platform: concepts — the agent model in depth.
- The lobby — the Chief of Staff front door where work starts.
- How product search works — the search pipeline end to end.
- Cheat sheets — every quick-reference in one place.