Telegram Setup
Use this guide if your team works in Telegram. The first setup should take only a few minutes: start a private chat, add Clark to one group, test one answer, and send one file.
Before You Start
Make sure you have:
- permission to add members to the Telegram group;
- access to your Clark workspace or dashboard;
- your workspace Tenant ID from the dashboard settings;
- one small test file if you want to test documents immediately.
Private Chat
- Open Telegram and search for
@xdocai_bot. - Press Start or send
/start. - Send
/helpto see available commands. - Ask a simple question:
Clark, what can you help with?
In a private chat, Clark responds to normal messages because the conversation is directly with the bot.
Group Chat
- Open your Telegram group.
- Add
@xdocai_botas a member. - Give the bot permission to read messages.
- Send a message that mentions Clark by name:
Clark, summarize what we discussed today.
In group chats, Clark keeps context quietly and replies only when mentioned, tagged, replied to, or when listener mode decides a response is useful. This avoids interrupting normal team conversation.
Link The Workspace
After adding Clark to a group, link the group to your workspace:
/link your-tenant-id
Send this as a normal Telegram message in the group. You do not need to mention Clark or tag the bot. Telegram may display it as /link@xdocai_bot your-tenant-id; that format also works.
If the group was linked to another workspace before, Clark moves the chat to the new Tenant ID and confirms which workspace is now active.
First Things To Try
| Try this | What you should see |
|---|---|
Clark, summarize the last messages. | A short digest of the conversation. |
Send a PDF with Clark, summarize this file. | A document summary and extracted details. |
/task Prepare report @anna by 15.04 !high | A task with an ID. |
/tasks | The list of open tasks in this chat. |
/memory | Remembered entities and facts from the chat. |
Common Commands
| Command | Result |
|---|---|
/help | Show available commands. |
/link <tenant_id> | Link or relink this Telegram chat to a workspace. |
/link_admin <tenant_id> | Make this Telegram chat the single Admin / Master Chat. |
/docs | Show processed document history. |
/templates | Show uploaded document templates. |
/fill | Fill a document template with data from memory. |
/memory | Show remembered entities and facts. |
/clear | Clear entity memory for the chat. |
/task Prepare report @anna by 15.04 !high | Create a task. |
/tasks | List tasks in the current chat. |
/done <id> | Mark a task as done. |
/sum | Create a daily digest of the current chat. |
/sum_week | Create a weekly digest. |
/sum all | Create a digest across connected chats from the master chat. |
/protocol | Create a meeting protocol from voice notes. |
/stats | Show chat statistics. |
/listener | Toggle proactive listener mode. |
/register | Start self-service company registration. |
Automatic Summaries
Admins can enable automatic summaries in the dashboard chat settings. Clark creates a daily /sum from Monday to Thursday at the local end-of-day time, but only when the chat had messages in the previous 24 hours. Every Monday at 10:00 in the CEO/admin timezone, Clark creates /sum_week for the previous week. Summaries are sent to Telegram or, if configured, privately to the CEO/admin, and are saved in Memory for later context.
Documents In Telegram
You can send PDF, DOCX, XLSX, CSV, TXT, XML, images, and voice messages. Add a caption if you want a specific action:
Clark, find the contract value in this file
template Sales proposal
Clark can extract text, classify the document, pull out entities, save document history, fill templates, merge PDFs, and stamp PDFs. ZIP batch uploads are hidden in production for now; send files separately.
Tip: add one clear sentence with every file. For example: "find payment dates", "extract company details", or "summarize risks". Clark works better when it knows the result you expect.
Master Chat
The master chat is the admin conversation used for cross-chat summaries and task reviews. It can be a private chat with the bot or a dedicated admin group. Use /link_admin <tenant_id> to set it. Only one master chat can exist per workspace; linking a new one removes master access from the previous one. Use it for:
/link_admin <tenant_id>/sum all/tasks all- weekly reviews
- asking what changed across connected team chats
Only approved workspace admins should use this workflow. Cross-chat commands with all are accepted only from the Admin / Master Chat.
Troubleshooting
| Problem | What to check |
|---|---|
| Bot does not answer in a group | Mention Clark, tag the bot, or reply to a bot message. |
| Bot cannot see messages | Check Telegram group permissions and privacy settings. |
| Documents do not appear | Wait for processing, then refresh the dashboard Documents tab. |
| Commands are ignored | Confirm the command is sent in a connected chat and the workspace is active. |
/link goes to AI instead of linking | Send /link <tenant_id> again after adding Clark to the group; the command does not need a Clark mention. |
| Clark answers too often | Turn listener mode off with /listener or ask the team to mention Clark only when needed. |
| People are confused | Pin a short message in the group: "Mention Clark when you need summaries, tasks, documents, or memory." |