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Welcome to AutoTalk

What you'll learn
  • What AutoTalk is and what it can do for your business
  • How this user guide is organized
  • Where to start based on your role and goals

AutoTalk is an all-in-one business communication platform that brings together multi-channel messaging, AI-powered automation, appointment scheduling, client management, and team collaboration into a single dashboard. Whether you are a solo entrepreneur or managing a growing team, AutoTalk helps you connect with your customers across every major messaging platform without switching between apps.

Who is this guide for?​

This guide is written for business owners, managers, and employees who use AutoTalk day to day. No technical knowledge is required. Each section includes step-by-step instructions with references to the actual buttons and labels you will see in the interface.

What can you do with AutoTalk?​

Multi-channel inbox​

Manage all your customer conversations from a single inbox. AutoTalk connects to WhatsApp, Instagram, Telegram, Facebook Messenger, and web chat (Chatwoot widget), so every message arrives in one place. You can assign conversations to team members, add internal notes, and reply across channels without leaving the dashboard.

AI agents​

Set up intelligent assistants powered by large language models. AI agents use models like OpenAI GPT, DeepSeek, or Google Gemini to understand customer intent and respond naturally. They can answer customer questions, qualify leads, collect information, and route conversations to human team members when needed.

Bots​

Connect flow-based bots built with Typebot or Botpress for structured, step-by-step conversations like intake forms, surveys, or booking wizards.

Automated workflows​

Create trigger-based workflows that automate repetitive tasks. Workflows can respond to events like new messages, updated contacts, or scheduled times, and they execute a sequence of actions such as sending messages, updating records, or calling external APIs.

Calendar and scheduling​

Manage appointments and bookings directly within AutoTalk. Set your team's working hours, create event types, and let customers book time slots. The calendar syncs with your conversations so you always know who is scheduled and when.

Client management​

Maintain a detailed database of your customers. Each client record can include contact information, conversation history, tags, categories, and custom fields. Use filters and search to quickly find any client.

Team management​

Invite team members, assign roles and permissions, and organize your staff into departments. Control who can access what, from conversation queues to administrative settings.

Billing and subscription​

Manage your AutoTalk subscription, track your resource usage, and view invoices. AutoTalk uses a subscription model with usage-based limits covering messages, API requests, AI tokens, storage, and more. Payments are processed securely through Stripe.

How this guide is organized​

SectionWhat you'll find
Getting StartedHow to sign up, log in, and navigate the dashboard
InboxManaging conversations across all connected channels
ChannelsConnecting WhatsApp, Instagram, Telegram, Facebook, and web chat
AI AgentsSetting up and configuring LLM-powered agents
BotsConnecting Typebot and Botpress flow-based bots
WorkflowsCreating and managing automated task sequences
CalendarScheduling appointments and managing availability
ClientsBuilding and maintaining your customer database
ServicesDefining the services your business offers
Company SettingsConfiguring your organization and team
Account SettingsManaging your profile, password, language, and theme
BillingSubscription management, invoices, and usage tracking

Use the sidebar on the left to navigate between sections. You can also use the search bar at the top of the page to jump directly to any topic.

tip

If you are new to AutoTalk, start with the Getting Started section to set up your account and get familiar with the dashboard. If you are already up and running, jump directly to the section that matches what you need to do.

Next steps​