TG-Staff Console Onboarding Checklist: Day 1 — Bot Binding, Routing Config, Magic Links & First Broadcast

Just registered for TG-Staff and facing the console’s bot binding, project setup, agent management, routing rules, magic links, and broadcast features? It’s easy to feel overwhelmed. Clicking around intuitively may cause you to miss critical steps — like forgetting to configure session routing, resulting in agents not receiving user messages, or failing to create magic links and losing ad attribution data.

This TG-Staff console onboarding checklist is designed for Day 1, guiding you step by step through all key operations from registration to your first broadcast. Follow in order, and your team will be up and running within an hour.

Why Do You Need a Structured Onboarding Checklist?

The TG-Staff console is not a single tool but a SaaS platform integrating Bot management, agent collaboration, automated routing, traffic attribution, and batch outreach among other modules. Newcomers tend to make three common mistakes:

• Configuration omissions: Bind a Bot without setting routing rules, so agents never receive messages.
• Wrong order: Send bulk messages before binding a Bot, causing sending failures or messages going to the wrong Bot.
• Security oversights: Token leaks, excessive agent permissions, or failure to enable content moderation.

A Day 1 checklist helps you avoid rework and ensures your system is operational from day one. The following 5 steps are arranged in recommended order, each with specific actions and pitfalls to avoid.

Prerequisites: Registration and Plan Selection

Open https://app.tg-staff.com/ to register an account. Email registration is recommended for easier password recovery later.

After successful registration, the console will guide you to the “My Subscription” page. Here you have two options:

• Free 3-day trial: Experience all features of the Standard and Pro plans, including routing links, conversation routing, bulk messaging, etc. Data is retained after the trial expires; renewal restores access.
• Direct subscription: If you are sure about long-term use, you can directly choose the Standard plan (approx. 8.99/month) or Pro plan (approx.16.99/month). Details at Official Pricing Page.

Day 1 Tip: Start with the trial. Complete all configurations in this article before deciding whether to pay. 3 days is more than enough.

Step 1: Bind Your First Telegram Bot

In the console, select “Projects” from the left menu and click “New Project”. You will need to provide the Bot Token.

How to Get Token from BotFather Correctly

1. Search for @BotFather in Telegram and start a chat.
2. Send the /newbot command, then follow the prompts to set the Bot name and username (the username must end with bot).
3. After creation, BotFather will return a token like 123456:ABC-DEF1234ghIkl-zyx57W2v1u123ew11.
4. Copy and save it immediately. If you close the dialog, send /mybots → select your Bot → “API Token” to view it again.

Complete Binding and Verification in TG-Staff Console

1. In the TG-Staff new project page, paste the token into the “Bot Token” input field.
2. Click “Save”. The system will automatically verify the token validity and pull the Bot name, avatar, and other info.
3. After verification, the project list will display your Bot name and status (green dot means online).

Step 2: Configure Session Routing and Agent Permissions

After the bot is bound successfully, the next step is to allow agents to receive user messages. The core of this step is session routing.

Add Agents and Assign Bot Project Permissions

1. In the console left menu, select Agents → Add Agent.
2. Enter the agent’s email and name. The system will send an invitation email (including login password).
3. After the agent logs in for the first time, they can optionally bind a Telegram account to receive notifications.
4. Go back to Projects → select your bot project → Project Settings → Customer Service Scope.
5. Choose All Agents or Specific Agents. For Day 1, it is recommended to select All Agents to simplify testing.

Choose Routing Rules: Round Robin vs. Online First

TG-Staff provides two routing rules:

Rule	How It Works	Use Case
Round Robin (default)	Polls authorized agents in order, assigning new sessions sequentially	Suitable when the agent team size is stable and you want even load distribution
Online First	Assigns preferentially to currently online agents; falls back to round robin when all agents are offline	Suitable for peak hours (e.g., promotions) where quick response is needed

Day 1 recommendation: Start with Round Robin. It is easiest to test—when you send a message, the system assigns it in order of the agent list, avoiding situations where “Online First” fails to assign because no one is online.

Step 3: Create Diversion Links (Magic Links) for Ad Attribution

Diversion Links (officially called Diversion Links, also known as magic links) are TG-Staff’s traffic-driving tool. They are short links (e.g., https://app.tg-staff.com/{code}) that, when clicked, redirect users to your bot while capturing the visitor’s IP, browser information, and URL parameters.

Creation Steps

1. In the console, go to Projects → select your bot → Diversion Links → Create Link.
2. Set a link name (e.g., “Google Ads 2025 Q1”) and an optional custom Code.
3. After saving, copy the generated short link.
4. Embed the link in ad landing pages, social media bios, or email signatures.

Best Practices for Magic Links + Bot Auto-Replies

User clicks diversion link → redirects to bot → bot automatically sends a welcome message → agent joins the conversation. This complete chain covers traffic attraction, reception, and conversion.

Note: Split links are a feature of the Standard plan and above. They are also available during the free trial.

Step 4: Send Your First Bulk Broadcast

Broadcasting is a standard operation for engagement. Day1 recommends sending a welcome message (e.g., “Thanks for following, reply ‘help’ to see the service guide”) rather than promotional or intrusive content.

Create User Segments: Based on Tags or Interaction Behavior

1. In the console, go to “User Management” → “User Segments” → “Create Segment”.
2. Select segment conditions: all users, users with tags, users active in the last 7 days, etc.
3. Save the segment. Day1 recommends starting with “All Users” to test if the broadcast channel is functioning.

Configure Message Content and Delivery Strategy

1. Go to “Broadcast Messages” → “New Broadcast”.
2. Select the target segment.
3. Edit the message content: supports text, images, buttons (Inline Keyboard).
4. Set send time: send immediately or schedule.
5. Before clicking “Send”, it is recommended to “Preview” to check the format.

Frequency Control: TG-Staff does not impose hard limits, but Telegram has anti-spam mechanisms. Day1 recommends sending only 1 message, and adjusting based on user feedback.

Step 5: Verification and Optimization — Your Day1 Checklist

After completing the above 4 steps, check each item:

• Bot successfully bound: The project page in the console shows a green online status.
• Agents can log in: Invited agents have logged into the console and can see the “Pending Conversations” list.
• Split link accessible: Clicking the short link successfully redirects to the Bot and triggers an auto-reply.
• Broadcast sent: Target users received the message, with no unsubscribes or complaints.
• Auto-translation enabled (if needed): Enabled in project settings with translation direction selected.
• Conversation test: Send a message to the Bot from another Telegram account, confirming the agent receives and responds.

If any step fails, check the corresponding settings: Is the Token valid? Is the split rule enabled? Is the agent online? Is the broadcast segment empty?

Frequently Asked Questions

Q: I bound my Bot, but agents don’t receive user messages. What should I do?

A: First, make sure the Bot is “Started” — in BotFather, execute /setprivacy, select the Bot, then choose “Disable” to allow the Bot to receive all messages. Then in the TG-Staff console, check that the project’s customer service scope includes the agent and that the split rule is enabled. If using “Online First”, ensure at least one agent is online.

Q: Do split links (magic links) require payment?

A: Split links are a feature of the Standard plan and above. All features, including split links, are available during the free trial. After the trial, you need to subscribe to the Standard plan (approx. $8.99/month) to continue using them. See the official pricing page for details.

Q: Will broadcast messages disturb users? Is there a frequency limit?

A: TG-Staff itself does not impose hard frequency limits, but Telegram has anti-spam mechanisms for bot broadcasts. It is recommended to send 1–2 messages per week to active users, and a welcome message to new users. The Pro plan supports precise targeting by segment to reduce disturbance.

Q: Can I bind multiple Bots?

A: Yes. TG-Staff supports multi-project management, with different plans supporting different numbers of Bots (see the official pricing page). Each Bot can independently configure split rules, agent permissions, and automation workflows.

Q: What does Content Moderation (Internal Control) do?

A: Content Moderation is a Pro plan feature. You can configure risk words (e.g., crypto addresses, sensitive terms). The system automatically checks messages before agents send them; if a match is found, a pop-up confirms or blocks the send. Suitable for Web3, finance, legal, and other teams requiring compliance. Enable it on Day1 if needed to avoid missing configuration later.

---

After completing the above 5 steps, your TG-Staff console onboarding is officially complete. Now your team can start using the Bot to engage users, track ad performance with split links, and reach users with broadcasts. Day2 is recommended for exploring the visual command flow and auto-translation features to further boost efficiency.

If you encounter any issues, feel free to contact customer service Bot @tgstaff_robot or refer to the official documentation docs.tg-staff.com.

Register for a free trial now: Open app.tg-staff.com for a 3-day free trial, no credit card required. Follow the checklist in this article to quickly get started with the Telegram customer service and operations SaaS platform.