📚 User Guide

Getting Started with BizNode

Everything you need to set up your AI business bot, configure Telegram, manage leads, and run your business on autopilot.

1

Install BizNode

Before you begin — install these first

🆕

Python 3.10+

Download from python.org. During install, tick "Add Python to PATH" — this is critical.

🐙

Docker Desktop

Download from docker.com. Start Docker Desktop and keep it running before launching BizNode.

💻

Windows 10 / 11

8 GB RAM minimum. 15 GB free disk space (for AI models ~2.5 GB + data).

Installation steps

1
Download BizNode.zip

Download from biznode.1bz.biz and extract to a folder such as C:\BizNode

2
Run setup.bat

Double-click setup.bat in the extracted folder. This installs Python packages, downloads the AI model (~2.5 GB — takes 10–20 min), and starts Qdrant.

3
Configure your .env file

Copy .env.example to .env. Fill in your Telegram bot token and Telegram user ID (see Section 2).

4
Start BizNode

Run start.bat — or open a terminal and type python launcher.py. A 10-day free trial starts automatically.

5
Open your dashboard

Visit http://localhost:7777 in your browser. This is your owner control panel.

💡
First run takes time. The AI model (qwen3.5:4b) is ~2.5 GB and only downloads once. After that, starting BizNode takes under 30 seconds.
2

Create Your Telegram Bot

Your BizNode talks to customers through a Telegram bot. You create this bot for free — it takes 2 minutes.

Step 1 — Get your bot token from BotFather

1
Open Telegram and search for @BotFather

BotFather is Telegram's official bot manager. Click Start.

2
Send the command: /newbot

BotFather will ask for a name and then a username. The username must end in "bot" (e.g. MyShopBot).

3
Copy your token

BotFather sends a token like 1234567890:ABCDefghIJKlmnopQRST — copy and save this. You will paste it in the .env file and dashboard.

Step 2 — Find your Telegram User ID

1
Message @userinfobot on Telegram

Send it any message. It replies with your numeric User ID, e.g. 987654321.

2
Save your User ID

This ID is your "OWNER_TELEGRAM_ID". BizNode uses it to know who the owner is and give you admin access.

Keep your token private. Anyone with your bot token can control your bot. Never share it publicly.

Step 3 — (Optional) Set Up Telegram Group Monitoring

If you have a Telegram community group, BizNode can silently capture every member as a lead and respond intelligently when @mentioned in the group.

1
Get your group's numeric ID

Add @userinfobot to your group temporarily — it will print the group's chat ID (a negative number like -1003710628018). Remove it after.

2
Add the bot to your group as admin

Your BizNode bot must be a member (and preferably admin) of the group so it can read messages.

3
Set TELEGRAM_GROUP_ID in .env

Add TELEGRAM_GROUP_ID=-1003710628018 (your group's ID) to your .env file, then restart the bot. Group monitoring activates automatically.

4
Join our community group

See it in action in the BizNode Community Group — members' questions are answered live by the AI bot.

👥
What happens after setup: Every message in the group silently creates a lead in your CRM with source=telegram_group. @mentioning the bot triggers a full RAG answer. Group activity appears in your daily digest email.
3

Configure the Dashboard

BizNode Setup screen — configure Telegram bot token, Ollama endpoint, and more

The Setup screen at localhost:7777 — configure your bot token, Ollama endpoint, and business details here.

Open http://localhost:7777 and go to the Setup section.

📱

Telegram Bot Token

Paste the token from BotFather here.

👤

Owner Telegram ID

Paste your numeric ID from @userinfobot.

🏠

Business Name

Your business name — the bot introduces itself with this.

📝

Business Description

What your business does. The AI uses this to answer customer questions.

🌐

LLM Model

Default: qwen3.5:4b — works on 8 GB RAM with no GPU.

🔒

Dashboard Password

Optional — set a password to protect your dashboard from others on the network.

After filling in your settings, click Save Settings and then Restart Bot.

Test it works. Use the "Test Connection" buttons next to Telegram, Ollama, and Qdrant to confirm each service is connected before proceeding.
4

Set Up Your Knowledge Base

BizNode Knowledge Base screen — paste text or upload a file to add business knowledge

The Knowledge Base screen — paste your business info or upload a .txt / .md file. The AI summarises it and stores it as a searchable memory.

The knowledge base is how your bot knows about your business. When a customer asks a question, the bot searches your knowledge base first and answers from it. This makes responses accurate and specific to your business.

Method 1 — Seed from Business Profile (Recommended for first setup)

1
Go to Setup → Business Profile

Fill in your business name, type, description, products/services, pricing, and working hours.

2
Click "Seed Knowledge Base"

BizNode embeds your business profile into the AI memory. The bot can now answer questions about your business.

Method 2 — Use BizBrain (Recommended)

Send /help to your bot in a private Telegram chat. BizBrain asks 4 questions and generates a full business profile with FAQs, services, target audience, and growth strategy. Copy the sections into your knowledge base — it's the fastest way to train your bot accurately.

→ Full BizBrain guide below

Method 3 — Upload a text or markdown file

In the Knowledge Base section of the dashboard, upload a .txt or .md file with information about your products, FAQs, policies, or anything customers might ask about.

Method 4 — Type it directly

Use the "Add Text Note" form in the Knowledge Base section to type or paste content directly. Give it a title and click Add.

💡
What to add to your knowledge base: Product descriptions and prices, FAQs, shipping/delivery policies, contact information, working hours, return policy, how-to guides for your products.

Example knowledge base entries

Title: Products and Pricing
We sell handmade leather wallets.
- Classic Wallet: $45 (black, brown, tan)
- Card Holder: $25 (5 card slots)
- Passport Cover: $38
All items ship within 2 business days.
Title: Shipping Policy
We ship worldwide.
- Domestic (USA): Free shipping on orders over $50, otherwise $5.99
- International: $15 flat rate, 7-14 business days
- Tracking provided for all orders via email
🧠

BizBrain — AI Business Profiler

BizBrain is BizNode's AI-powered business intelligence profiler. Send /help to your bot in a private chat and it asks you 4 questions — then generates a comprehensive business knowledge profile tailored to your business, automatically.

4 Quick Questions

  1. What type of business do you run?
  2. What services or products do you offer?
  3. Who is your target audience?
  4. What are your main business challenges?
📄

Profile Sections Generated

  • Business Overview
  • Target Audience
  • Key Services
  • FAQs
  • Workflow Triggers
  • Recommended Menu Items
  • Growth Strategy
📧

Profile Delivery

Licensed users receive the full profile by email automatically after completing the 4-question intake.

Trial users see a preview in chat and are invited to purchase a license at 1bz.biz.

How to Use BizBrain

1
Start a private chat with your bot

Open Telegram, find your BizNode bot, and send it /help. BizBrain only runs in private chat — not in groups.

2
Answer the 4 questions

Reply naturally to each question. The more detail you give, the more accurate and useful your profile will be.

3
Wait 20–30 seconds

The local AI model generates your profile. You'll see "Generating your BizBrain profile..." while it works.

4
Receive your profile

Licensed users get the full profile emailed to their verified address. Everyone gets a preview in chat.

Use BizBrain to Seed Your Knowledge Base

Copy sections from your BizBrain profile and paste them into the Knowledge Base section of the dashboard. The FAQs, services list, and target audience sections are especially useful — they instantly train your bot to answer customer questions accurately.

Pro tip: Run /help every time your business changes — new services, new pricing, new target market. BizBrain regenerates a fresh profile in under a minute. Paste the updated sections into your knowledge base to keep the bot current.

Try BizBrain now — send /help to the live BizNode demo bot

🚀 Open BizNode Bot on Telegram
5

Bot Commands Reference

Customers can use these commands when chatting with your bot on Telegram.

/start
Welcome message Shows your business greeting and available options.
/help
Help menu Lists what the bot can do and how to use it.
/ask
Ask a question Customers can prefix their question with /ask for a direct knowledge base lookup.
/menu
Show menu Displays your custom menu items as buttons (configured in Menu Builder).
/verify
Email verification Starts the email verification workflow if configured.
/clear
Clear history Clears conversation history so the bot forgets previous messages in this chat.
/memory
Memory status Shows how many messages are stored in the bot's memory for this user.
💡
Normal messages work too. Customers don't need to use commands. They can just type naturally — "What are your prices?" or "Do you ship to Canada?" — and the bot answers from your knowledge base.
6

How the AI Chat Works

BizNode Chat screen — ask the AI agent anything about your business

The Chat section — you can ask the agent anything directly from the dashboard. Great for testing your knowledge base.

When a customer sends a message, BizNode follows this process:

1
Converts the message to a vector (embedding)

The message is turned into a mathematical representation using the nomic-embed-text model.

2
Searches your knowledge base

Qdrant finds the most relevant entries from your business knowledge base.

3
Passes context to the AI

The relevant knowledge + conversation history is sent to the local Qwen3.5 4B AI model.

4
AI generates a response

The model writes a reply based on your business knowledge and conversation context. No internet required.

5
Sends the reply on Telegram

The customer receives the answer instantly. The conversation is logged in your dashboard.

Example conversation

Customer
Hi, do you have wallets in blue colour?
BizNode Bot
Hello! Currently our Classic Wallet comes in black, brown, and tan. We don't have blue at the moment, but our tan colour has a warm tone that many customers love. Would you like to know more about the Classic Wallet?
Customer
What's the price and how long does shipping take?
BizNode Bot
The Classic Wallet is $45. For domestic (USA) orders, shipping is free on orders over $50, otherwise $5.99. We ship within 2 business days and you'll receive a tracking email. Would you like to place an order?
First response may be slower. The AI model loads into memory on the first message after startup. Allow up to 2-3 minutes. Subsequent responses are much faster (5-15 seconds).
7

Managing Leads

BizNode Leads & Actions screen — view captured leads, pending approvals, and action history

The Leads & Actions screen — every Telegram contact becomes a lead automatically. View name, contact, source, status, and when they were captured.

Every time someone messages your Telegram bot, BizNode captures them as a lead and stores their information automatically.

👤

Auto Capture

Telegram username, user ID, and message history are saved automatically — no setup needed.

📊

View in Dashboard

Go to Leads & Actions in the dashboard to see all leads, their messages, and interaction history.

🚨

Lead Status

Mark leads as new, contacted, qualified, or converted to track your sales pipeline.

💌

Conversation Log

Full conversation history with each lead is stored. Review what the bot said and follow up manually.

Pro tip: Check your leads daily in the dashboard. If a customer asked a specific question, you can follow up directly on Telegram with a personal message.
8

Owner Dashboard Guide

BizNode Owner Dashboard — main overview with status indicators, stats, and recent activity

The main dashboard — real-time status of Database, Qdrant, and Ollama. Plus lead counts, active tasks, recent activity, and pending approvals.

Your dashboard at http://localhost:7777 has these sections:

Dashboard
Overview Live stats — total leads, messages today, bot status, service health.
Activity Feed
Real-time log Every message sent and received, live as it happens.
Chat
Test your bot Send messages directly and see how the AI responds, without using Telegram.
Leads & Actions
CRM All captured leads with conversation history and status tracking. The Client Files tab stores full client profiles — email, phone, company, contract value, tags — created via the dashboard or via email workflow commands.
Knowledge Base
AI memory Add, view, or delete knowledge entries. Upload .txt or .md files.
Task Runner
Scheduler Create recurring tasks — e.g. send a message every Monday morning.
Reports
Analytics Charts of message volume, lead growth, and bot activity over time.
Backup
Data safety Encrypted backups to local folder, Google Drive, Dropbox, S3, or NAS.
Marketing Hub
Email reporting & inbox instructions Sent email log, received email log, daily stats, inbox instruction history, and a trigger to send the workflow command template to yourself. See Section 10 →
Setup
Settings Bot token, business info, AI model, email SMTP, and all configuration.
9

Email Workflow Engine

BizNode monitors your agent inbox every 15 minutes. Reply to any BizNode email — or send a fresh email to your agent address — with any of the commands below and BizNode executes them automatically, then sends you a confirmation reply.

📧
Send the command reference to yourself: In the dashboard, go to Leads & Actions → Client Files, then click "Send Workflow Template". BizNode emails you the complete command guide with copy-paste examples.

Customer Management Commands

block
block [telegram_id] reason: [text]
Blocks a customer from messaging your bot. Get their ID from Marketing Hub → Customer Queries.
block 123456789 reason: sending spam messages
unblock
unblock [telegram_id]
Removes a customer from the block list.
unblock 123456789

Knowledge Base Commands

add:
add: [content]
Adds new business knowledge. The bot will use this to answer customer questions.
add: We now offer 24/7 premium support at $199/month.
Includes unlimited tickets and a dedicated Slack channel.
delete:
delete: [title]
Removes a knowledge entry whose title contains the text you specify.
delete: Old Pricing 2024

Memory & Task Commands

memory:
memory: [Title] | [content]
Stores a persistent memory note tagged and searchable by the AI. Use a pipe (|) to separate title from body.
memory: VIP Client — Acme Corp | Acme Corp (John Lee, john@acme.com).
Pays $2,000/month. Renewal due June 2026. Always prioritise their tickets.
task:
task: [Name] | [cron] | [type] | [detail]
Creates a recurring scheduled agent task. Cron format: 0 9 * * 1 = every Monday 9am UTC.
task: Weekly Sales Report | 0 9 * * 1 | send_email | Send a weekly summary of new leads and payments

Client File Command

client:
client: followed by one field per line. Only name is required.
client:
name: Sarah Johnson
email: sarah@techstartup.io
phone: +1-555-0123
company: TechStartup Inc.
website: https://techstartup.io
notes: Met at SaaS Summit 2026. Interested in enterprise plan.
tags: enterprise, saas, warm-lead
contract_value: 12000
📄
Multi-command emails: You can include multiple commands in a single email. BizNode processes all of them in order. A confirmation reply lists every action taken.

Confirmation Replies

After processing your instructions, BizNode sends you a green confirmation email listing each action taken with ✓ or ✗ status. All processed instructions are also visible in Marketing Hub → Email Instructions.

IMAP must be configured. Go to Setup → Email (IMAP / Marketing) and enter your mailbox host, port, and password. For your BizNode agent email (e.g. biznode@yourdomain.com), use your mail server's IMAP hostname.

🔒 Sender Verification (Anti-Spoofing)

BizNode verifies every inbound email using SPF, DKIM, and DMARC checks from the Authentication-Results header before processing any instructions. Spoofed emails are rejected and logged.

How It Works

Email arrives → IMAP FROM filter → Authentication-Results header check → DMARC/DKIM/SPF pass = accepted, all fail = rejected (logged, marked read, not processed).

Strict Mode

Set OWNER_EMAIL_STRICT=true in Setup to reject emails from servers that don't add auth headers. Default: permissive (allows emails without headers but logs a warning).
Recommended for production.
10

Marketing Hub — Email Reporting

The Marketing Hub gives you complete visibility into customer conversations and every email your node sends or receives. Open it from the sidebar and use the five tabs.

💬

Customer Queries

Every Telegram message sent to your bot, with the AI's reply — searchable and filterable by date.

🚫

Blocked Customers

Customers you have blocked from the bot. Block/unblock from here or via email reply commands.

📩

Email Instructions

Emails you sent to BizNode from your inbox that were processed as commands (add/delete/block).

📤

Sent Emails

Every email BizNode sent — digests, lead alerts, approval requests, and agent emails — with status.

📥

Received Emails

Emails received from your IMAP inbox that BizNode processed as owner instructions.

Sent Emails tab

BizNode automatically logs every outgoing email. The table shows:

Timestamp

Exact date and time the email was sent (UTC).

Type badge

Colour-coded: digest (daily report), lead_notification (new lead alert), approval_request (action needs approval), agent_email (bot sent on your behalf).

Recipient, subject, preview

First 500 characters of the email body shown as a preview. Full subject shown.

Status: ✓ / ✗

Green tick = delivered. Red cross = failed, with the error message shown inline.

📧
Date filter: Use the date input at the top of each email tab to filter by a specific day. Leave blank to see all-time records.

Received Emails tab

Every time BizNode checks your IMAP inbox and finds an email from you (the owner), it logs it here as type owner_instruction. You can see what commands were picked up and when — useful for confirming that your reply instructions were processed.

Stats bar

At the top of the Marketing Hub, the stats bar now shows five tiles — including Emails sent today (indigo) and Emails received today (teal). These counters reset at midnight UTC each day.

Quick health check: If "Emails sent today" is 0 at the end of the day but you expected a digest, check SMTP settings in Setup. The failed send will appear in Sent Emails with a red ✗ and error detail.

Email commands via inbox reply

Reply to any BizNode email to give it instructions. BizNode checks your inbox every 15 minutes. Supported commands:

block
block 123456789 reason: spam Blocks a customer by Telegram ID.
unblock
unblock 987654321 Removes a customer from the block list.
add:
add: We now offer premium support at $299/month... Adds text to the knowledge base.
delete:
delete: Old Pricing 2024 Removes a knowledge base entry by title.
11

ClaudTask — Owner Instructions

ClaudTask bridges your personal Claude subscription (claude.ai) with BizNode automation. Use Claude to think through complex tasks, then save the instructions to BizNode — it executes them on schedule.

📝 How It Works

  1. Customer requests a service from you
  2. You open claude.ai (your subscription) and craft detailed instructions
  3. Save instructions to BizNode via Dashboard, Telegram, or Email
  4. BizNode runs the task on schedule and writes results
  5. Review results in the dashboard or result files

📱 Via Telegram

/claudtask Weekly Report | 0 9 * * 1 | llm_process | high | Acme Corp Generate a professional weekly report covering: 1. Sales summary 2. Marketing metrics 3. Action items

Other commands: /claudtasks (list all), /claudtask_run filename.md (run now). Owner-only.

✉ Via Email

Send an email to your BizNode agent address with:
Subject: claudtask: Weekly Report for Acme
Body: Paste instructions from Claude

BizNode detects "claudtask" in the subject, creates the task file, and sends a confirmation reply within 15 minutes.

📄 Task Types

llm_process — Run instructions through BizNode's LLM
agent_goal — Execute via the agent loop
email_send — Send email to the customer
http_call — Call an external API

Tasks can have cron schedules (e.g., 0 9 * * 1 = Monday 9 AM) or run manually.
12

Multi-LLM Providers

BizNode supports three LLM backends. Switch between them by setting LLM_PROVIDER in Setup.

🤖 Ollama (Default)

Local LLM, runs on your machine. Free, private, no internet needed for inference. Default model: qwen3.5:4b. Best for privacy-first deployments.

🤖 Claude API

Direct connection to Anthropic's API. Set LLM_PROVIDER=claude and ANTHROPIC_API_KEY. Pay-per-token (~$0.002/call). Separate from claude.ai subscription.

🌐 OpenRouter

API gateway with 200+ models: Claude, GPT-4o, Llama 3, Mistral, Gemini. One API key, one bill. Set LLM_PROVIDER=openrouter and OPENROUTER_API_KEY. Get a key at openrouter.ai.
💡 Tip
Embeddings always use Ollama (local) regardless of LLM provider, since Claude and OpenRouter don't offer embedding APIs. Keep Ollama running for RAG even when using Claude/OpenRouter for chat.
13

Tips & Best Practices

Write detailed knowledge base entries. The more specific your content, the better the bot answers. Instead of "We sell shoes", write "We sell handmade leather shoes in sizes 6-12. Our bestseller is the Oxford Classic at $89."
Add your FAQs. Create a knowledge entry with your 10 most common customer questions and answers. The bot will handle these automatically.
Set a business description in Setup. This is the bot's personality — the more you describe your business, tone, and values, the more on-brand the responses will be.
Enable daily backups. In the Backup section, set up automatic daily backup to Google Drive or local folder. Your leads and knowledge base are valuable.
Keep Docker Desktop running. BizNode's Qdrant database runs in Docker. If Docker is closed, the bot loses access to its memory. Add Docker Desktop to Windows startup.
Rate limit is 5 messages/minute per user. This protects your local AI from being overloaded. For high-volume businesses, consider upgrading to a Pro USB licence on a dedicated server.
💡
Test in the dashboard Chat section first. Before telling customers about the bot, open the Chat tab and ask it questions. Refine your knowledge base until the answers are accurate.
👥

Using BizNode Telegram Bot for Business

BizNode includes a full-featured Telegram bot that handles customer onboarding, answers business questions, and silently captures leads from your community group. Here's how to get the most from it.

🚀

Step 1 — Start the Bot

Message your BizNode bot on Telegram. It will greet you and ask for your name, business, and email. After email verification you get access to the full menu and knowledge base.

➡ Open Bot on Telegram
👥

Step 2 — Join the Community Group

Join the BizNode Community Group on Telegram. Connect with other operators, share use cases, and see the bot respond to group questions in real time.

➡ Join Community Group
🧠

Step 3 — Get Your BizBrain Profile

Send /help to the bot. It asks 4 questions about your business and generates an AI-powered business knowledge profile. Licensed customers receive it by email.

📊

Step 4 — Automatic Lead Capture

When you set TELEGRAM_GROUP_ID in your .env, BizNode silently captures every group member as a lead in your CRM. @mention the bot in the group to get AI answers without leaving the conversation.

💡
Owner setup: Set TELEGRAM_GROUP_ID=-1003710628018 (your group's numeric ID) in your .env file, then restart the bot. You can find your group ID by adding @userinfobot to the group — it will print the chat ID. Group interaction counts appear in your daily digest email.

Join the BizNode Community

Connect with other BizNode operators. Share tips, ask questions, and see the AI bot respond to group messages in real time.

🚀 Try the Bot 👥 Join Community Group
🛠

Getting Support

Using /support in @biznode_bot

For node-install tiers (BizMax, BizNode, 1BZNode), use the /support command for AI-powered diagnostics:

/support my dashboard is not working

The AI will automatically:

  1. Look up your registered node
  2. Run a remote health check via MCP
  3. Diagnose issues (database, AI model, dashboard)
  4. Attempt auto-fix (restart down services)
  5. Report findings and next steps

Behind NAT? Book a Support Session

If your node is behind a home router without port forwarding:

  1. Contact @biznode_supportbot on Telegram
  2. Choose a date and time
  3. Receive a WireGuard VPN config file
  4. Connect at your scheduled time
  5. Support team diagnoses and fixes in real-time

Support by Tier

Tier Support Type
Basic–BizPlus ($20–$150)AI chat + KB search
BizMax ($200)Remote MCP diagnostics + auto-fix
BizNode ($499)Full support + scheduled sessions
1BZNode ($1500)Priority support + dedicated sessions
💡
MCP Remote Control: All remote commands are Ed25519-signed. The admin node signs a JSON payload, the target node verifies the signature before executing. Supported actions: health check, restart services, update config, seed KB.
14

Troubleshooting

Bot not responding on Telegram

📷
Check: Is Docker Desktop running? Open a terminal in your BizNode folder and run:
docker compose ps — you should see bot, qdrant, and ollama as "Up".
If not: docker compose up -d

Bot says "AI is taking too long"

This happens on the first message after startup while the AI model loads into memory. Wait 1-2 minutes and try again. Subsequent messages respond in 5-15 seconds.

Dashboard not loading at localhost:7777

💻
Open a terminal in your BizNode folder and run: python run_dashboard.py
Or with Docker: docker compose up -d dashboard

Qdrant not connecting in Setup

📈
Start Qdrant: docker compose up -d qdrant
Make sure the Qdrant URL in Setup is: http://localhost:6333

setup.bat errors — Python not found

🐍
Reinstall Python from python.org and make sure to tick "Add Python to PATH" during installation. Then restart your computer and run setup.bat again.

Check overall status

Open a terminal in your BizNode folder and run:

python status.py

This shows registration status, trial days remaining, Docker service states, and connectivity to all services.

📨
Still stuck? Visit biznode.1bz.biz or contact support via Telegram.

Ready to run your business on autopilot?

Download BizNode free. No credit card. 10-day full trial starts immediately.