TG Customer Service System 7-Day Go-Live Checklist: A Complete Deployment Guide from Bot to Quality Inspection

Deploying a TG customer service system and putting it into formal use often involves repeated pitfalls such as configuration omissions, chaotic routing, and lack of quality inspection. Common issues include agent permission misconfiguration leading to session conflicts, broken tracking links that make it impossible to trace sources, and—most frequently—lack of content moderation after launch, where agents accidentally send sensitive information and cause compliance risks.

TG-Staff provides a one-stop Telegram customer service operation tool, but from registration to stable operation, you still need to follow the steps to complete core configurations. This 7-day go-live checklist breaks down the process day by day, ensuring every key function is set up correctly the first time and reducing trial-and-error costs.

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Why Do You Need a 7-Day Go-Live Checklist?

Many teams jump straight to binding a Bot and starting conversations after getting TG-Staff. But in actual operation, the following problems will gradually surface:

• Chaotic session routing: Multiple agents go online without assignment rules, leading to duplicate responses or unattended users.
• Missing traffic attribution: Ad campaigns don’t use routing links, making it impossible to distinguish source channels and calculate ROI.
• Permission overreach: Agents can access all Bot projects, increasing the risk of internal information leakage.
• Lack of content safety: Agents accidentally send payment addresses or sensitive words in replies, causing compliance incidents.

This checklist is designed to fill these gaps by priority within 7 days, so the system can handle real business directly after launch.

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Days 1–2: Bot Onboarding and Project Initialization

Complete the most basic tasks in the first two days: register TG-Staff, bind Bot, and configure basic information.

Register TG-Staff and Bind Bot Token

1. Visit the TG-Staff official website and click “Free Trial” to enter the console.
2. Register using a Telegram account scan or mobile number.
3. In the console’s left menu, find “Projects” → Create a new project. After entering the project name, the system will ask for a Bot Token.
4. Open Telegram, find @BotFather, send /mybots select your Bot → API Token → copy the Token string.
5. Paste the Token into the TG-Staff console and click “Bind.” After completion, the project status will change to “Connected.”

Configure Bot Basic Information

TG-Staff allows you to edit the Bot’s avatar, name, and description directly in the console without having to jump to BotFather each time.

• In the project settings page, find the “Bot Profile” area.
• Upload an avatar image (recommended 512×512 pixels, PNG format).
• Modify the name and description, then click Save. Changes will sync to the Telegram Bot side.

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Days 3–4: Agent Creation and Permission Configuration

Multi-agent collaboration is the core of a customer service system. These two days focus on creating agent accounts and setting up permissions.

Adding Agents and Assigning Projects

TG-Staff offers different agent quotas based on the plan (3 for Standard, 5 or 20 for Pro). On the “Agent Management” page:

1. Click “Add Agent” and enter the agent’s Telegram username or email.
2. The system sends an invitation link for the agent to log in to the web portal.
3. In “Project Permissions”, check the bot projects the agent can access. If a team runs multiple bots (e.g., pre-sales bot, after-sales bot), assign them by business line.

Setting Agent Operation Scope

To prevent unauthorized actions, configure the operation scope at the project level:

• In Project Settings → “Customer Service Scope”, select “Specified Agents” instead of “All Agents”.
• Then, from the agent list, check the members allowed to handle this project. Unchecked agents cannot see conversations under this project.
• For finer control (e.g., restricting some agents from sending files), adjust settings in “Role Permissions”.

Best Practice: Before onboarding new agents, assign a test bot project first, and only open formal projects after they become familiar with operations.

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Day 5: Conversation Routing and Diversion Link Deployment

This day completes key configurations: automatically routing user inquiries to the right agent and setting up external traffic channels.

Configuring Conversation Routing Rules

In Project Settings → “Conversation Routing”, you can set two distribution modes:

Mode	Use Case
Round Robin	Fixed agent count, even load distribution. Default mode.
Online First	Agents have shifts or some are offline; prioritize online agents.

Configuration Tips:

• If all agents are online simultaneously, “Round Robin” is the fairest.
• If there are night shifts or part-time agents, use “Online First” → when all agents are offline, the system automatically falls back to round robin to avoid user waiting.
• You can specify that only certain agents can handle a project, used together with “Customer Service Scope”.

Generating Diversion Links (Magic Links)

Diversion Links are a feature for Standard and above plans. It’s a short link (e.g., https://app.tg-staff.com/{code}) that automatically redirects users to your Telegram Bot when clicked in a browser.

Deployment Steps:

1. In Project Settings → “Diversion Links”, click “Create Link”.
2. Enter a link name (for internal identification), and the system generates a unique short link.
3. Use this link in ad campaigns, social media bios, website buttons, etc.
4. The link can carry URL parameters (e.g., ?utm_source=facebook). TG-Staff automatically captures these parameters along with visitor IP and browser info for channel attribution.

Typical Funnel: Facebook ad → Diversion Link → Bot auto-reply → Human agent interaction. The entire process is seamless for the user, and data is trackable.

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Day 6: Content Moderation and Wallet Address Monitoring (Pro Plan)

If your team deals with cryptocurrency payments, sensitive word review, or compliance requirements, this day is essential for configuring content moderation.

Configure Risk Phrases

1. Go to Content Moderation → Risk Phrases.
2. Create phrase groups, e.g., “Wallet Address”, “Prohibited Words”, “Marketing Words”.
3. Add keywords to the group:
   • Wallet Address Monitoring: Enter complete TRC20/ERC20/BTC addresses, or address fragments (e.g., first 8 characters). When an agent sends an outbound message containing the keyword, the system will intercept or require double confirmation.
   • Sensitive Words: e.g., contact information, competitor names.
4. Associate the phrase group with a specific project. Different projects can use different risk phrases.
5. Set trigger actions: pop-up for double confirmation or directly block sending.

View Audit Logs

All trigger records are saved in Audit Logs, which can be filtered by agent, conversation, and time range. The log includes:

• Triggered agent
• Triggered risk word
• Message content (masked)
• Processing result (confirmed sent / blocked)

For Web3, exchange, and NFT teams, wallet address monitoring is crucial for compliance and internal control. Once configured, even if an agent makes a mistake, the receiving address will not be sent to the wrong user.

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Day 7: QA Launch and Final Checks

On the last day, perform final validation to ensure the system runs stably.

Final Checklist

Check each item:

• Real-time two-way chat: Initiate at least one real user conversation, send a message from Telegram, and confirm that the agent web portal receives and replies in real time.
• Conversation transfer: Agent A transfers the conversation to Agent B; confirm B can see the history, and the user side experiences no interruption.
• Private notes (Pro): Agents add notes to conversations; confirm other agents cannot see them, only the creator can edit.
• Routing rule validation: Create two agent accounts online simultaneously, start conversations from two different user accounts, and observe if routing follows the rules.
• Routing link test: Click the routing link, confirm it redirects to the bot, and the console shows visitor source data.
• Content moderation test: Use an agent account to send configured risk words; confirm the system shows a pop-up or blocks.
• Bulk messaging: Create a test user segment, send a test message, and confirm reception is normal.
• User profile and statistics (Pro): View the user profile page; confirm conversation history, tags, source channels, etc., are displayed correctly.

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FAQ

Q: Can I configure diversion links during the free trial?

A: No. Diversion links are a feature of the Standard plan and above. The free trial only supports basic two-way chat and agent management. We recommend completing Bot configuration and agent testing during the trial, then upgrading your plan to enable diversion links.

Q: Will users be notified when multiple agents handle a conversation?

A: No. Conversations are automatically assigned in the TG-Staff backend, and users won’t notice agent switches. When a conversation is transferred, the new agent will see the chat history, and users will continue to receive normal replies without needing to restate their issue.

Q: Can content moderation prevent agents from sending specific wallet addresses?

A: Yes. In the Pro plan, you can configure risk words like wallet addresses (full or partial). When an agent sends an outbound message containing such keywords, the system will either pop up a confirmation dialog or block the message outright. All triggers can be viewed in the audit log.

Q: What source channels can diversion links track?

A: Diversion links can capture visitor IP, browser info, and URL parameters. You can append custom parameters (e.g., utm_source) to ad or social media links to distinguish traffic sources.

Q: Is it possible to extend the trial if 7 days aren’t enough?

A: TG-Staff offers a 3-day free trial by default. If your team needs more time, please contact our support bot (@tgstaff_robot) to inquire about trial extensions or custom demo options.

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Next Steps

• Register Now: Visit the TG-Staff Console for a 3-day free trial and follow the checklist to deploy step by step.
• Read Documentation: The Official Docs include detailed configuration screenshots and API references for every feature.
• Get Help: For configuration issues, contact @tgstaff_robot directly, and our support team will assist.

This 7-Day Go-Live Checklist for Telegram Customer Service is suitable for most B2B SaaS, cross-border e-commerce, and Web3 project teams. Follow the daily tasks, and by the end of Day 7, your Telegram customer service system will be running smoothly. Later, simply adjust agent numbers and diversion rules as your business grows.