TG Bot Customer Service System 3-Day Trial Conversion Guide: Milestone Design from Bot Activation to Agent’s First Conversation

To quickly verify if a TG Bot customer service system suits your team, the 3-day trial isn’t for “comprehensively evaluating all features” but for “running the minimum viable loop.” If your team faces slow responses to Telegram user inquiries, scattered agents, and hard-to-track data, this guide will walk you through activating a 3-day free trial of TG-Staff, ensuring your system can “receive people” on day 1, agents “truly run once” on day 2, and you make a renewal decision on day 3.

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Why the 3-Day Trial Is a Critical Window—From “Just Trying” to “Running the Process”

Many teams make a mistake when trialing SaaS products: spending too much time on advanced features while ignoring whether the basic reception process works smoothly. For a TG Bot customer service system, the core goal of the trial is to verify three things:

• Can users smoothly enter the customer service queue via Telegram Bot?
• Can agents quickly respond and complete conversations on the web portal?
• Is team collaboration (e.g., conversation transfer, tag management) convenient?

Three days are enough to complete the above verification. TG-Staff offers a 3-day free trial with no payment method required—register and use it immediately. Below, we break it down day by day, with a checkable checklist for each step.

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Day 1: Bot Activation and Basic Configuration—Let the Customer Service System “Receive People” First

Register TG-Staff and Bind Your First Bot Project

1. Visit https://app.tg-staff.com/ and register an account.
2. After logging in, click “Create Project” and enter a project name (e.g., “Main Customer Service Bot”).
3. Open Telegram, find BotFather, create or select an existing Bot, and copy its API Token (format like 123456:ABC-DEF1234ghIkl-zyx57W2v1u123ew11).
4. Return to the TG-Staff console, paste the Token, and save. The system will automatically pull the Bot’s avatar and name.
5. (Optional) Edit the Bot’s avatar, name, and description directly in the console without going to BotFather.

Configure Routing Rules and Welcome Message—Let Users Know “Someone Is Here”

After binding the Bot, configure conversation routing rules and welcome messages to ensure users’ messages are seen by agents:

• Routing Rules: Go to “Project Settings” → “Conversation Routing.” For the trial, we recommend using Round Robin (default rule, polling agents with permissions in order). If your team’s agents have irregular online times, switch to Online First (prioritize online agents; fall back to round robin when all are offline).
• Welcome Message: In the “Visual Command Flow” editor, drag a “Send Message” node and compose a welcome message. For example: “Hello! I am the customer service assistant for Project XX. Please describe your issue, and an agent will reply as soon as possible.” Save and publish the flow.

After completing the above configuration, send a message to your Bot from another Telegram account. If the message appears in the “Conversation List” in the TG-Staff console, the configuration is successful.

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Day 2: Agent Onboarding and First Order Handling — Let the Team “Run for Real”

Adding Agents and Logging into the Web Portal

1. In the left navigation of the console, go to “Agent Management” and click “Add Agent”. Enter the agent’s email or username (supports 3/5/20 agents based on plan quota).
2. The added agent will receive an invitation email or notification. Click the link to set an independent password, then log in at https://app.tg-staff.com/.
3. After logging in, the agent switches their status to “Online” in the top right corner of the Web portal. The agent can then see unanswered conversations from the Bot.

From Taking to Transferring: Running Through a Complete Customer Conversation

It is recommended to arrange two agents (A and B) for the following drill:

1. Taking Orders and Replying: Agent A clicks on a user conversation from the conversation list and enters a reply. Note the auto-translation toggle in the top right corner (Standard plan supports AI translation, Professional plan can additionally enable Google/DeepL professional translation). After sending, the user will receive the reply in Telegram.
2. Adding Tags: In the “Tags” area of the conversation details page, add a tag (e.g., “Inquiry”, “After-sales”). Tags can be used for subsequent filtering and statistics.
3. Conversation Transfer: Agent A clicks the “Transfer” button at the top of the conversation, selects Agent B, and adds a note (e.g., “User inquires about refund process, partial info already replied, please follow up”). Agent B receives a transfer notification, can view the note, and continue replying.
4. Collaboration Notes (Professional Plan): If the team needs internal communication without disturbing the user, the Professional plan supports adding private notes to conversations, visible only to agents.

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Day 3: Review and Decision – Which Signals Indicate the System Is Worth Renewing?

On the last day of the trial, evaluate from three dimensions:

1. Response Speed

• Has the average time from user message to first agent reply been reduced?
• Do the conversation routing rules effectively avoid “no one picking up” situations?

2. Agent Operation Experience

• Can agents easily find pending conversations on the web portal?
• Do features like auto-translation, tags, and transfers reduce operational steps?
• If the team has compliance needs (e.g., Web3 wallet address monitoring), is the content moderation feature in the Pro plan necessary?

3. User Feedback

• Do users give positive feedback on the Bot’s welcome message and response speed?
• Are users leaving due to long wait times? Can the routing links (Standard plan and above) help attribute traffic from different channels?

Plan Selection Reference

Feature	Standard	Pro
Agent slots	3	5 (or more, see website)
Conversation routing	Supported	Supported
Routing links	Supported	Supported
Auto-translation	AI translation (quota)	Unlimited + Google/DeepL
Bulk messaging	Quota	Unlimited
Content moderation (internal control)	Not supported	Supported (incl. wallet monitoring)
User profiles & analytics	Basic	Full
Chat background	Solid color	TG theme (light/dark)
Price	See website pricing	See website pricing

If the team has only 1–2 agents and simple needs, the Standard plan is sufficient; for multi-language translation, bulk messaging, and compliance monitoring, the Pro plan is more suitable. TG-Staff supports Stripe subscriptions and USDT on-chain payments (TRC20), with flexible 30/90/180/360-day cycles.

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FAQ

Q: Will data be lost after the 3-day trial ends?
A: The plan is paused after the trial, but project configurations, conversation records, and user data in the console will not be deleted. All data becomes accessible again after renewal.

Q: How many agents are supported during the free trial?
A: The trial defaults to Standard plan features, supporting 3 agent slots. To test with more agents, we recommend experiencing the team collaboration workflow within the trial period.

Q: Can I bind multiple Bots during the trial?
A: The trial supports binding 1 project (i.e., 1 Bot). Paid plans support different numbers of Bot projects depending on the version; see the website for details.

Q: Do I need to bind a payment method during the trial?
A: No. TG-Staff offers a 3-day free trial upon registration without requiring Stripe or any payment method.

Q: Can I extend the trial if 3 days are not enough?
A: The standard trial is 3 days, and manual extensions are not currently supported. We recommend focusing on core process testing on days 1–2 and making a decision on day 3.

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Next Steps: From Trial to Full Operation

After the 3-day trial, you have validated whether this TG Bot Customer Service System fits your team. If you have completed the full process from Bot activation to first agent response, renew to continue using all configurations and data. If you still have questions, these resources can help:

• Register for a 3-day free trial now: https://app.tg-staff.com/
• Check official docs for advanced features (routing links, content moderation, etc.): https://docs.tg-staff.com/
• Encounter issues during the trial? Contact the customer service Bot for help: @tgstaff_robot