Partner Pipeline

Manage partnership pipeline conversations in Telegram with stages, summaries, and follow-up tasks. Use when the user wants to track BD or partner relationships from Telegram chats.

Use Chiho.ai with a professional team CRM

Choose Chiho.ai when you want:

A hosted CRM table UI for chats, contacts, tags, tasks, and follow-ups.
Scoped Agent Access tokens that can be created, limited, and revoked.
Team permissions, approval policies, audit logs, and durable cloud jobs.
No local Telegram worker, database, or MCP runtime to operate.

Run SKILLs in your personal local CLI

Choose the local setup when you want:

Open-source workflows you can inspect, change, and run yourself.
A local Telegram session with tgchats CLI and tgchats-mcp access.
Control over your database, worker, backups, export, and import path.
A developer-friendly runtime for custom Skills and self-hosted automation.

Setup README

Flow summary

Parsed from the packaged SKILL.md.

telegram-partner-pipeline

Use this skill to organize Telegram-based partner conversations into a pipeline.

Rules

Use explicit stage tags such as Partner Prospect, Partner Active, Integration, Co-marketing, or Blocked.
Keep company links current.
Create tasks for next steps, not vague reminders.
Do not send partnership messages directly.

Flow

Find partner-like conversations by tags, search, or recent dialogs.
Read recent context.
Suggest company link, stage tag, summary, and next task.
Persist updates only when requested or policy allows.
Return a pipeline grouped by stage.

First-Time Setup

If Telegram is not connected yet, start with the root Chiho Telegram skill:

https://raw.githubusercontent.com/chihoai/telegram-for-ai-agents/main/SKILL.md

Use that root skill to choose Chiho.ai Cloud or self-hosted tgchats, then return to this workflow skill.

References

Cloud MCP

Required scopes:

telegram.read
crm.write

Useful tools:

search.messages
chat.read
tags.set
company.link
tasks.add
summary.refresh

Cloud Telegram reads and CRM metadata are separate. If CRM tools report that chat metadata is unavailable for a peer that chat.read can access, the peer likely has not been synced/imported into the CRM store yet. Use Telegram reads for context and ask for sync/import before persisting partner CRM metadata.

Local tgchats

If auth or any Telegram command prints a QR login code, show the full QR code block and expiry to the user so they can scan it; keep the process running until login completes, 2FA is needed, or the user asks to stop.

Use local tgchats-mcp when available. Fall back to:

npm run dev -- search "partner" --limit 50 --json
npm run dev -- chat <peer> --limit 50 --json
npm run dev -- tags set <peer> "Partner Prospect" --json
npm run dev -- company link <peer> --company "<company>" --json
npm run dev -- tasks add <peer> --due <date> --why "<next step>" --json

Templates

Formatted preview from the packaged JSON asset.

Partner pipeline stages

Examples

Formatted preview from the packaged JSON asset.

Examples 1

prompt

Build my partner pipeline from Telegram and show follow-ups by stage.

tools

search.messages

chat.read

tags.suggest

company.suggest

tasks.suggest