Guides

Step-by-step recipes for building real things with MyChatBot. Each one takes you from zero to a working setup, tells you up front what it does and the minimum plan you need, and shows what to ask Claude or Codex, what to review, and where a manual app step is still required.

For repeatable or autonomous work, begin with the routine-first operating model. Claude or Codex is the primary configuration and prototyping plane; a validated routine becomes the production orchestration unit on MyChatBot. Conversation-first recipes remain useful for ad-hoc work and quick experiments.

New to the platform? Start with Core concepts and the Quick start, then come back and pick a recipe.

Sell and serve customers (Sales Platform)

Guide	What you will build or learn
Multi-channel support desk	One assistant answers customer conversations across connected channels, with a human ready to take over.
Appointment-based business	Qualify customers, offer appropriate times, and turn channel conversations into booked appointments.
Restaurant order-taker	Answer menu questions, take structured orders, and hand exceptional cases to a person.
Real-estate inquiry qualifier	Match buyers to listings, qualify the request, and move promising inquiries toward a viewing.
Outbound call campaigns	Prepare and run a bounded outbound voice campaign with retries and clear review points.
Email outreach campaigns	Send personalized email outreach to a selected audience and handle incoming replies.
Win back cold leads	Re-engage an older lead segment with a controlled follow-up sequence.
Instagram shop seller	Answer Instagram DMs and comments with product lookup and photo matching.
MyChatBot as a CRM	Manage client conversations, leads, pipeline stages, tasks, and orders in one place.
Voice storefront (advanced)	Publish a storefront where a voice agent can search products and drive the cart.
Shopify store seller	Add a Shopify store as a product feed so your assistant answers shoppers in any channel and sends links to your store's own checkout.

Get work done (Agents Platform)

Guide	What you will build or learn
Personal Telegram assistant	Give an Agents Platform agent a Telegram bot for research, writing, code, and operator tasks.
Lead-research / HR agent	Research a list of leads or candidates and return a sourced, structured shortlist.
A team of scheduled agents	Coordinate several scheduled agents that perform recurring work and hand results forward.
Weekly ops digest by email	Compile pipeline, conversations, orders, and operational changes into a scheduled digest.
Inbox triage & draft replies	Classify incoming email, flag urgent items, and prepare replies as drafts for review.
Build & publish a landing page	Have an agent build and publish a focused landing page from a written brief.
Dev task-board manager	Triage and update a Jira, Linear, or GitHub board and produce a status summary.
Content Factory pipeline	Turn a short brief into a repeatable pipeline for images, video, audio, and copy.

Build routine workflows with Claude or Codex

Use the account-scoped Agents MCP to inspect the account, assemble supporting capabilities, author and validate YAML, run a bounded preview, and stage automation separately.

Guide	What you will build or learn
Build routines with Claude or Codex	Use Claude or Codex with the Agents MCP to inspect, author, validate, preview, and stage a routine.
Process hundreds of records	Process a bounded runtime list in parallel, preserve order, and aggregate partial failures.
Adaptive research workflow	Combine parallel research, iterative improvement, conditions, and routing in one workflow.
Daily briefing every morning	Build a scheduled morning briefing from calendar, email, news, and other read sources.
React when a payment comes in	Start a draft-only routine from a Stripe event and add external effects deliberately.
Triage new GitHub issues	Classify and summarize new GitHub issues while keeping repository writes optional.
The right model for each step	Use a different model for each workflow step to balance quality, latency, and cost.

Use the two platforms together

Guide	What you will build or learn
Configure Sales with Claude or Codex	Use the Sales-Management MCP to configure and test the customer runtime, then add an Agents routine for higher-level repeatable orchestration.
Build outreach with Claude or Codex	Use the Sales-Management MCP to inspect, draft, review, launch, pause, and monitor follow-ups and outreach safely.
Set up inside the Claude app	Add MyChatBot as a connector in the Claude app and build your sales assistant in a chat: what you need, the five steps, and what still happens in the dashboard.

Find a guide by business

Online shop / e-commerce → Shopify store · Instagram shop · Voice storefront · MyChatBot as a CRM
Local services & appointments (salon, clinic, tutor, repair) → Appointment-based business
Agencies & B2B outreach → Build outreach with Claude or Codex · Call campaigns · Email campaigns · Lead-research agent
Creators & social sellers → Instagram shop · Content Factory · Scheduled agent team
Solo founder / personal productivity → Personal Telegram assistant · Daily briefing · Lead-research agent
Build a routine (process a list, react to events, run on a clock) → Build with Claude or Codex · Batch record processing · Adaptive research · Daily briefing
Developers & product teams → GitHub issue triage · Dev task-board manager · Per-step models

About the "minimum plan" in each guide

Most MyChatBot features aren't locked to a specific tier — any Sales plan unlocks the sales tools, and Agents run on your plan's included balance. Each guide states the real minimum, so you won't over-buy.

Guides ​

Sell and serve customers (Sales Platform) ​

Get work done (Agents Platform) ​

Build routine workflows with Claude or Codex ​

Use the two platforms together ​

Find a guide by business ​