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Set up MyChatBot inside the Claude app
You do not need the dashboard or a terminal to get a sales assistant running. Add MyChatBot as a connector in the Claude app, then tell Claude what you sell. Claude inspects your account, proposes the assistant, builds it after you approve, and lets you test it in a private chat before any customer sees it.
This is the non-technical path. Developers who prefer Claude Code or Codex use the MyChatBot plugin instead; both talk to the same account.
At a glance
| You need | Where | Result |
|---|---|---|
| The Claude app (desktop or web) | claude.ai/directory/mychatbot | The MyChatBot connector, added from Claude's directory |
| An email address | The sign-in window MyChatBot opens | Your MyChatBot account, created if it does not exist yet |
| Your website address, a product feed, a price list or a few FAQs | The chat | The knowledge the assistant answers from |
| One channel to start with, for example Instagram, WhatsApp or a Telegram bot | The dashboard, through a link Claude gives you | Real customers reaching the assistant |
Connector URL, if you add it by hand:
text
https://connector.mychatbot.app/mcpSteps
1. Add the connector
Open the MyChatBot listing in Claude's connector directory, claude.ai/directory/mychatbot, and click Connect. You can also find it in the Claude app under Settings → Connectors → Browse connectors.
If your organization only allows connectors added by hand, use Settings → Connectors → Add custom connector instead: name it MyChatBot and paste the URL above.
2. Sign in with a one-time code
Claude opens a MyChatBot sign-in window. Enter your email and the code you receive. If an account already exists for that address, it is reconnected and nothing in it is changed. Otherwise a new account is created with a free trial, and the window asks for your website so MyChatBot can build a first assistant to try; you can skip it. If the website is a Shopify store, the assistant is built from your catalog — see Shopify store seller.
3. Tell Claude what you sell
Start a new chat and describe the business, or use one of the starter prompts the connector offers (set up my AI sales assistant, connect a channel, see what my sales assistant has been saying). Give Claude your website address or upload a price list. It reads what it can, then proposes the assistant: name, greeting, tone, instructions and starter knowledge.
4. Approve, and let it build
Review the proposal in the chat and approve it. Only then does Claude create the assistant, load the knowledge and turn on a website widget. Every change of that kind waits for your approval first.
5. Test, then connect a channel
Ask Claude to run a test conversation. It talks to the assistant in a private test chat that no customer sees and shows you the answers, so you can correct the instructions before going live. When it answers the way you want, connect a channel:
- Instagram, WhatsApp, Facebook Messenger and Telegram connect in the dashboard. Ask Claude to connect one and it gives you a link that opens the dashboard on that channel; if it asks you to sign in, use your email and a code. For Telegram, you paste the bot token from @BotFather there, never in the chat.
- The website widget can be turned on from the chat.
What Claude can do from the chat
- Create and update the assistant's instructions, tone and working hours.
- Add knowledge: website pages, FAQs, documents, product feeds and spreadsheets. A Shopify store address works as a product feed — see Shopify store seller.
- Run private test chats and repeat them after every change.
- Give you a ready sign-in link for any channel, and check which channels are on.
- Read leads, conversations and orders, and prepare follow-ups for your approval.
- Open the right dashboard page for anything that needs a click there.
What still happens in the dashboard
- Connecting channels: Instagram, Messenger, WhatsApp and Telegram, plus Gmail.
- Taking over a live customer chat as a person, and the shared team inbox.
- Billing and plan changes.
Accounts created through the connector have no password. Every dashboard link Claude gives you opens the sign-in page in email code mode; use the same address and the code you receive.
If something does not work
- The connector does not appear in Claude. Custom connectors need a paid Claude plan, and the URL must be exactly
https://connector.mychatbot.app/mcp. - Sign-in loops or the code never arrives. Check the spam folder, then remove the connector and add it again to restart the sign-in.
- Claude says it cannot change something. Setup changes wait for your explicit approval in the chat; say "approve" or "go ahead" on the proposal card.
- The assistant answers from the wrong facts. Add or fix the knowledge from the chat and run the test conversation again.
See also
- Configure a sales assistant with Claude or Codex: the same setup from a coding agent
- MyChatBot plugin for Claude Code and Codex
- Assistant configuration: every setting the assistant has, in the dashboard
- Channels: what each channel needs
