Welcome to AutoTalk
- 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 (AutoChat 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.
Agents
Set up intelligent assistants that engage your customers automatically. AI agents use large language models like OpenAI GPT, DeepSeek, or Google Gemini to understand customer intent and respond naturally — answering questions, qualifying leads, and routing conversations to team members when needed. You can also connect flow-based bots built with Typebot 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. Create event types and let customers book time slots.
Client management
Maintain a detailed database of your customers. Each client record can include contact information and custom fields. Use filters and search to quickly find any client.
Team management
Invite team members and assign roles and permissions.
How this guide is organized
| Section | What you'll find |
|---|---|
| Inbox | Managing conversations across all connected channels |
| Channels | Connecting WhatsApp, Instagram, Telegram, Facebook, and web chat |
| Clients | Building and maintaining your customer database |
| Calendar | Scheduling appointments and managing availability |
| Agents | Setting up LLM-powered agents and connecting flow-based Typebot bots |
| Workflows | Creating and managing automated task sequences |
| Examples | Step-by-step guides and real-world workflow examples |
| Employees | Manage team members, roles, and permissions |
| Company Settings | Organization-level configuration and system logs |
| Billing | Subscription management and usage tracking |
| Account Settings | Managing your personal profile and preferences |
| API | API tokens, REST API reference, and MCP servers |
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.
If you are new to AutoTalk, start by connecting your first channel and exploring the inbox. If you are already up and running, jump directly to the section that matches what you need to do.
Next steps
- Connect your first channel -- Start receiving messages in AutoTalk
- Explore the inbox -- Learn how conversations work
- Set up an agent -- Automate customer conversations with AI