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chatplace-marketing-sales

Marketing & growth

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Updated 10-16 04:56

About this skill

ChatPlace Marketing & Sales — creating funnel elements

Tool for creating/updating two types of entities in ChatPlace:

  1. Code words (Instagram keywords) — DM automation + public reply under the comment
  2. AI sales agent — a single entity, replies in DM on behalf of the client, leads to the workshop sale

Note: this skill covers only the creation of entities (keywords + AI agent). Analytics, link registries, end-to-end reports — out of scope, do it with your own tool.

Main rules (learn before coding)

Rule 1: a code word = 4 elements in one pass

  1. Automation (automations_quick_setup) — DM funnel: welcome + URL button
  2. Comment auto-reply rule (comments_create) — public reply under the comment
  3. Case variants — at least 7 forms: ALL_CAPS, Capitalized, lowercase, CamelCase + Cyrillic. equals is case-sensitive.
  4. Both languages (when translatable): EN + RU. Examples: workshop, Workshop, WORKSHOP, WorkShop, and the Russian spellings воркшоп, Воркшоп, ВОРКШОП.

Why all 4 at once: without a comment rule there is silence under the post (social proof is lost). Without case variants the trigger does not catch “Workshop” with a capital letter.

Rule 2: the AI agent is created ONLY through the UI

All ai_agent_* fail with "AI assistant not exists" until the agent is created through the ChatPlace UI. If you see it — ask the account owner: ChatPlace → bot → AI agent → Create.

Rule 3: AI Pack must be paid for

Publishing fails with "You have no active ChatPlace AI package" without an AI package. Ask the owner: Connect AI tools → AI agent → payment.

Rule 4: no Whisper typos in production

Before uploading texts (KB, templates, rules) — grep for all Whisper variants of the client's name and replace with the canonical one. Voice transcripts often misspell names.

Connection

  • MCP endpoint: https://mcp.chatplace.io/mcp
  • Auth: Authorization: Bearer $CHATPLACE_API_KEY (NOT x-api-key — Cloudflare 403)
  • Key path: ~/.secrets/chatplace/env
  • Bot (@your_instagram Instagram): YOUR_BOT_ID
source ~/.secrets/chatplace/env

Workflow 1: creating a code word

Full playbook — references/keyword-workflow.md. Short version:

  1. Invite link — Telegram Bot API createChatInviteLink + save to your own source registry.
  2. Tag (tags_create, name=kw_<keyword>) for segmentation.
  3. Automation (automations_quick_setup): botId, commentEquals=7+ variants, messageEquals=the same, welcome + URL button.
  4. Action (automations_actions_setup) — add a tag to the first message.
  5. Comment auto-reply rule (comments_create): type=equals, startMessages=the same 7+, answers=3+ rotations without emoji and links.
  6. Test — manually under the post and in DM.

Keep existing keywords in your own registry (DB / spreadsheet).

Workflow 2: AI sales agent

Full playbook — references/ai-agent-workflow.md.

Architecture

Component API Purpose
Global rules ai_agent_update_global_rules Tone, mission, links, prohibitions — for ALL responses
Topic rules ai_agent_topic_rules_add Situational blocks
Knowledge base ai_agent_knowledge_base_add Q&A pairs
Settings ai_agent_update_settings Delay, silence, DM/comments on/off, auto-retrain
Publish ai_agent_publish Activation (requires AI Pack)

Setup order

  1. ai_agent_status — check that it is created.
  2. ai_agent_update_global_rules с enabled:true.
  3. ai_agent_update_settings — starter set:
    • answerOnMessageEnabled: true
    • answerOnCommentEnabled: false (comments — after testing)
    • generateButtons: true
    • autoRetrainOnDialogs: true
    • responseDelay: 45 + responseDelayEnabled: true
    • silenceAfterHumanReply: 240 + silenceAfterHumanReplyEnabled: true
  4. 4 topic rules via ai_agent_topic_rules_add: Warm lead / Cold interest / Free guides / Objections.
  5. 30 Q&A via ai_agent_knowledge_base_add in a batch.
  6. Test on 5 scenarios via ai_agent_test_question.
  7. Draft to the owner for approval (with examples of real responses).
  8. ai_agent_publish after explicit owner approval.

Content rules (Evergreen)

  • NEVER mention specific start dates. Write “3 days”, “3-day”, “in 3 days”.
  • ALWAYS UTM: https://yourdomain.com/lp/?utm_source=instagram&utm_medium=chatplace&utm_campaign=agent. Suffixes: agent_warm, agent_guides, agent_objection.
  • Do NOT send your-internal-url.example — internal link.
  • Cold channel: https://t.me/+YOUR_CHANNEL_INVITE (your Telegram channel; track in your subscriber DB).
  • Guides: https://yourdomain.com/guides — can be sent to clients.
  • Tone: informal “ty”, brief, no emoji (rarely 👍🏻/💌), no bureaucratese, 1-3 sentences.

Testing

  • 2-3 days: ai_agent_knowledge_base_questions (missed questions) + ai_agent_analytics.
  • When stable — enable answerOnCommentEnabled + engageCommentUserEnabled.
  • Bad response → topic rule (priority) OR Q&A in KB OR global rules (stricter).

Troubleshooting

Symptom Cause Solution
AI assistant not exists Not created in UI Owner → UI → Create
You have no active ChatPlace AI package No AI Pack Owner → Connect AI tools → payment
Cloudflare 403 HTML Invalid auth Only Authorization: Bearer
Agent does not catch typos “Cloude/Клоде” equals case-sensitive Variants in KB as questions OR Message Recognition (UI)
Silence under the comment No comment auto-reply rule comments_create
Whisper misspelling of name Upload without proofreading Grep for name variants → replace with canonical

API Discovery

source ~/.secrets/chatplace/env
curl -s -X POST "https://mcp.chatplace.io/mcp" \
  -H "Authorization: Bearer $CHATPLACE_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'

Groups (~120 tools): ai_agent_*, automations_*, comments_*, bots_*, chats_*, mailings_*, products_*, ref_links_*, tags_*, variables_*, virale_*, media_*.

Documentation

Files