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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 needWhereResult
The Claude app (desktop or web)claude.ai/directory/mychatbotThe MyChatBot connector, added from Claude's directory
An email addressThe sign-in window MyChatBot opensYour MyChatBot account, created if it does not exist yet
Your website address, a product feed, a price list or a few FAQsThe chatThe knowledge the assistant answers from
One channel to start with, for example Instagram, WhatsApp or a Telegram botThe dashboard, through a link Claude gives youReal customers reaching the assistant

Connector URL, if you add it by hand:

text
https://connector.mychatbot.app/mcp

Steps ​

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 ​