7-Day Launch Checklist for a TG Customer Service System: Bot, Agents, Routing, Translation & Quality Inspection

For SaaS teams targeting overseas users, Web3 projects, or cross-border service providers, Telegram is far more than an instant messaging tool—it is the core hub for user acquisition, customer support, and community operations. However, when a team transitions from “one person replying to messages” to “multi-person collaboration, multilingual support, and multi-channel traffic diversion,” the limitations of Telegram’s native client become immediately apparent: no session assignment, no user profiles, translation requires screen switching, and agent behavior cannot be audited.

This is precisely why overseas teams need a professional TG customer service system. TG-Staff, as a customer service and operations SaaS platform for Telegram Bots, integrates bot access, agent management, session routing, automatic translation, and content moderation into a single web console. This article will guide you through a 7-day launch checklist, taking you from zero to deployment, allowing you to verify all core features within the 3-day free trial.

Days 1–2: Bot Registration and Project Onboarding

The core goal of the first two days: establish a connection between your Telegram Bot and the TG-Staff console, and complete basic configuration.

From BotFather to Console: Three Steps to Authorize Your Bot

1. Get Bot Token: Search for @BotFather in Telegram, send /newbot to create a new Bot, or use /mybots to select an existing Bot. Click “API Token” to copy the token string.
2. Add Project in TG-Staff: Log in to the TG-Staff console, go to “Project Management,” click “Add Project,” enter the Bot Token, and confirm. The system will automatically verify the connection status.
3. Verify Connection: Send any message to the Bot. The “Sessions” page in the console should display a session entry for that user. If not, check whether the token is valid and whether the Bot is being used by another platform.

Edit Bot Profile: No Need to Switch to BotFather

Traditionally, modifying the Bot’s avatar or description requires operations in BotFather. TG-Staff console provides direct profile editing: go to Project Settings → Basic Info to upload an avatar (recommended 512×512 pixels) and modify the Bot’s name and description. Changes are automatically synced to Telegram, eliminating the hassle of switching between tools.

Days 3–4: Agent Creation and Permission Configuration

After the Bot is connected, you need to allow team members to log into the web portal as “agents” to serve users.

Choose Agent Quota by Plan: How to Allocate 3/5/20?

TG-Staff plans are differentiated by the number of agents (see the official website for details):

• Standard Plan: Approximately $8.99/month, includes 3 agents. Suitable for a 1–2 person support team plus 1 admin account.
• Professional Plan: Approximately $16.99/month, includes 20 agents. Suitable for medium to large support teams of 5–15 people, or scenarios requiring multiple roles (e.g., team lead, quality inspector).

Recommendation for Small Teams: If your team only has 2 people on shifts, the Standard Plan with 3 agents is sufficient (reserve 1 for the admin). If your team exceeds 5 people, or you need to differentiate roles like support, operations, and risk control, go directly with the Professional Plan.

Fine-Grained Permission Management: Project Agent Scope and Operational Permissions

On the agent management page, you can configure for each agent:

• Project Agent Scope: Select “All Agents” to allow the agent to handle all conversations in that project; select “Specific Agents” to restrict handling to conversations assigned to particular agents. Useful for business line isolation (e.g., pre-sales team, after-sales team).
• Operational Permissions: Restrict whether agents can view user profiles, use bulk messaging, edit command flows, etc. It is recommended to grant new agents only “Conversation Handling + User Info Viewing”, while reserving bulk messaging and flow editing for admins.

Day 5: Conversation Routing and Referral Link Configuration

Day 5 focuses on two issues: how to fairly distribute new messages to agents and how to precisely direct traffic from ad channels to the Bot.

Routing Rules: Round-Robin vs. Online-First

Go to Project Settings → Conversation Routing and select a rule:

• Round-Robin (Default): Cycles through authorized agents in order. Suitable for teams with uniform working hours, ensuring balanced message distribution.
• Online-First: Prioritizes assigning new conversations to currently online agents. When all agents are offline, falls back to round-robin. Suitable for teams covering multiple time zones with rotating shifts.

Split Link: Ad Attribution & Multi-Channel Traffic

Standard and higher plans support creating split links (magic links), formatted as https://app.tg-staff.com/{code}. Their core value: when a user clicks the link, the system captures the visitor’s IP, browser User-Agent, and URL parameters before redirecting to the Bot.

Use Cases:

• In Google Ads, append ?utm_source=google&campaign=summer to the link to automatically tag users from summer campaigns.
• Place different links on Twitter/Facebook to attribute conversions from different channels.

Creation steps: Console → Traffic Split → New Split Link → Select associated Bot project → Get short link → Deploy to ads/social media.

Day 6: Visual Command Flow & Auto-Translation

Day 6 equips the Bot with auto-response capabilities and solves multilingual customer service translation pain points.

Drag-and-Drop Command Flow

No coding needed—use the “Command Flow” editor to drag and drop nodes:

• Welcome Node: Triggers when a user sends their first message; can include menu buttons (e.g., “Product Inquiry”, “After-Sales Support”).
• Multi-Step Interaction: e.g., “Select Language → Enter Order Number → Transfer to Agent”; each step can have auto-reply content.
• Transfer to Agent Node: When a user types specific keywords (e.g., “agent”) or completes an automated flow, the session is assigned to an online agent.

Auto-Translation Setup

TG-Staff supports automatic translation when agents send/receive messages:

• Standard Plan: Includes AI translation with daily quota.
• Pro Plan: Adds Google Professional Translation and DeepL Professional Translation for higher quality and unlimited quota (see official pricing page).

Setup Tip: In Project Settings → Auto-Translation, enable “Auto-translate user messages to agent language” and “Auto-translate agent replies to user language”. The agent interface will display both original and translated text side-by-side to avoid misunderstandings.

Day 7: Content Moderation & Internal Controls (Pro Plan)

On the final day, set up compliance safeguards for your team, ideal for Web3, exchanges, NFTs, and other fund-sensitive teams.

Risk Word Groups & Wallet Address Monitoring

The Pro Plan’s content moderation module supports:

1. Create Risk Word Groups: e.g., “Blocked Payment Addresses”, “Blocked Sensitive Links”.
2. Configure Wallet Address Monitoring: Add TRC20 (USDT), ERC20 (ETH/BTC), BSC chain addresses or fragments to the group. When an agent sends an outbound message, the system automatically checks if the text contains these addresses.
3. Trigger Actions: On risk word hit, set “Popup Confirmation” or “Block Sending”, and log the trigger record (including agent, session, time, and specific risk word).

Trigger Record Audit

All risk word trigger records can be queried in “Internal Control Management → Trigger Records”, with filtering by agent, time, and risk phrase groups. This feature can be used for daily checks and as evidence for compliance audits.

Pre-Launch Final Checklist

The following list helps teams confirm all configurations are correct:

• Bot connection is normal: Send a message in Telegram, and it should appear in the console session page.
• Agents can log in: Each agent uses an independent account to log into the web portal and can receive sessions normally.
• Routing rules are effective: Send multiple test messages to confirm they are assigned to the designated agent as expected.
• Routing links are usable: Clicking the short link redirects to the Bot normally, and visit records can be viewed in “Traffic Statistics” in the console.
• Command flows work correctly: Test welcome messages, menus, and transfer to human agent flows.
• Auto-translation is enabled: Confirm the translation toggle is on from the agent side, and translation quota is sufficient.
• Content moderation rules are enabled (Pro plan): Test sending risk words to confirm pop-ups or blocking take effect.
• User profiles and statistics are viewable: Open the user info panel from the agent side to confirm tags, message count, last active time, etc., display correctly.

FAQ

Q: How long is the free trial for TG-Staff? Will data be lost after expiration?
A: Register to enjoy a 3-day free trial. You can renew before expiration to restore service. All configurations and data during the trial will be retained for 7 days. If not renewed after expiration, service is suspended, but it automatically resumes upon renewal.

Q: What are the main differences between the Standard and Pro plans?
A: The Standard plan (approx. 8.99/month) suits small teams, including routing links, session routing, 3 agents, AI translation, etc. The Pro plan (approx.16.99/month) adds content moderation (wallet address monitoring), unlimited translation/broadcast, user profiles, TG theme backgrounds, and supports 20 agents.

Q: How to use routing links for ad attribution?
A: Place TG-Staff official short links (e.g., https://app.tg-staff.com/{code}) in ads or social media. When users click and before redirecting to the Bot, the system automatically captures IP, browser info, and URL parameters, enabling multi-channel traffic attribution.

Q: My team spans multiple time zones. How should I choose routing rules?
A: It’s recommended to use “Online Priority” routing, where the system automatically assigns new sessions to currently online agents. If the team works unified hours, “Round Robin” is fairer. Rules can be switched anytime in the console.

Q: Do you support Stripe and USDT payments?
A: Yes. Subscribe to Standard/Pro plans via Stripe Checkout in the console, supporting 30/90/180/360-day cycles. Also supports USDT (TRC20) on-chain payments, suitable for users who prefer cryptocurrency.

---

Act Now: Register for TG-Staff Free Trial and launch your TG customer service system for overseas SaaS within 7 days. For help, contact support Bot @tgstaff_robot or check Official Documentation.