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Action - Red block
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- a block that
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sets the execution of
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actions
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It can be placed after any other block
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, adjust its placement according to your intended business logic.
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You can place the block to perform the action within your tunnel either sequentially or link it in parallel to the block where you want to perform this action within the platform
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| Note |
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IMPORTANT! A block of the "action" type takes priority over other blocks, and if |
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"action" and "message" blocks run in parallel, |
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the action will |
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execute first, |
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followed by the message |
Start
Stop
Deal in Amo CRM
Contact in Amo CRM
Add tags
Remove tags
Notify user in chat
Create email subscriber
Add subscriber to unread
Send email
Add custom fields
Add to sales plan
Change deal status in Sales Plan
Remove from sales plan
Create SMS account
Send SMS
Send external request
AI Assistant
Analytics FB & Google Analytics
START Action
The START action allows redirecting subscribers from one tunnel to another without subscribing
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from the current or any other tunnel. If a user is redirected from one tunnel to another
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via the START action, the user will not be recorded in the tunnel
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they are transferred to
When the user
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reaches this tunnel block, the following actions will be performed: the start of sending (START) messages
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beginning with a
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specific block of the selected
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tunnel
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Example of time separation when entering the web |
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STOP Action
The STOP action allows halting the sending of messages from the current or any other tunnel.
When a user reaches this tunnel block, the following actions will be performed: stopping (STOP) the sending of messages starting from a
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specific block of another tunnel.
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The
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"
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stop" action is executed
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only once; if
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an attempt is made to initiate the sending of a block
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after the action has been executed, it will not be sent.
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"
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Deal in AMO CRM"
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This function will transfer the deal from Leeloo to AMO CRM
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. Additionally, it is necessary to specify the name of the integration
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as well as the sales funnel
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in AMO CRM
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for the deal transfer
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"Contact in AMO CRM"
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This function
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will transfer the contact
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from Leeloo to AMO CRM.
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Additionally, it is necessary to specify the name of the integration. Please note that when transferring a contact from Leeloo to AMO CRM, tag values are transferred automatically
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Add Tags"
With the "action" block, you can assign
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tags to
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subscribers for whom this block is triggered.
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You need to create a
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tag and then specify it in the
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"select tags" field (1), or you can create a tag within the block using the “+ Add” button (2). With tags, you can segment your audience and track
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at which stage of the tunnel a particular
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subscriber is located
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"Remove Tags"
You can remove tags from subscribers for whom this block is triggered
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"Notify User in Chat"
It works the same
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as the
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"Tag User in Chat" function in the
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"chats" section. The user will be tagged and will receive a notification and a comment to the tag.
Specify the user you want to tag and
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enter the
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comment text
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"Create Email account"
When the checkbox "create email
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account" is selected, a linked email account will be created, and content will be sent to the
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email
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Select the email bot connection. Then specify the tunnel and select LGT. If you do not specify a tunnel, the default tunel will be fixed, but no content will be sent from this tunnel.
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. The email communication channel will be added to the customer card
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"Add Subscriber to Unread in chat"
Marks the last message in the chat as unread, and the user is
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moved to the
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"unread" tab.
It will only work if there
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were previous messages from the user
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"
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Send Email"
If the user has an email address specified,
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the content of the block
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will be sent to the email address
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If you select the “create email subscriber” checkbox, when the block is triggered, a linked email account will be created and content will be sent to email.
"add custom field"
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when this function is triggered
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"Add Custom Field"
This function adds a "custom field" to the subscriber. Click the "add" button and specify the previously created
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"custom field." The information will be recorded in the
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customer card
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"Add to Sales Plan"
When this function is triggered, a deal will be created for the subscriber in the specified sales plan.
In the block settings, you need to specify: the sales plan (1), the status in which we add the subscriber (2), the manager who will be assigned to the deal (3). If we do not want to automatically assign a manager when adding to the sales plan, check the “leave unassigned” checkbox (4). To prevent duplicates when adding the deal, check the “no duplication” checkbox (5)
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13. "Change deal Status in Sales Plan"
When this function is triggered,
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Sending an external request
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the deal status for the subscriber in the specified sales plan will be changed
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"Remove from Sales Plan"
When this function is triggered, the deal for the subscriber in the specified sales plan will be removed
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"Create SMS Account"
When the "Create SMS Account" checkbox is selected, a linked SMS account will be created, and the SMS content will be sent when the block is triggered. The SMS communication channel will be added to the customer card
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"Send SMS"
If the user has an SMS address specified, the content of the block will be sent via SMS when this function is triggered. We can also create a channel (2) and send the SMS in the same action block (1)
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17. "Send External Request"
Choose the request type. Available options: POST, PUT, GET
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Field for
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specifying the URL address where the request will be sent
Account selection
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option. Information about the specified account will be displayed in the body and query preview
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In this
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section, you can specify a description (comment)
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Button for adding variables or subscriber data.
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Variables are created in the settings.
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More details. Subscriber data must be selected from a dropdown list. The fallback option is used when user data is
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unavailable (e.g., no phone number, email, etc. in the customer card)
Button for checking the created request
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Request
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Body of the request.
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You can specify variables or subscriber data.
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headers
Request body
Query
Response - will be available after clicking
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the "check request" button
Response Mapping
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Button for adding a new value
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Button for deleting a value
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Button for adding a new request header
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for the headers section
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AI
The function allows you to manage the assistant's work on the platform within your sales tunnels. AI can play an important role at different stages of the sales funnel, improving work efficiency, enhancing customer interaction quality, and accelerating decision-making.
Start - activates the assistant, enabling it to process customer requests. After a mass start, all assistants will begin receiving incoming messages, analyzing them, and providing responses.
Stop - stops the assistant's work. After a mass stop, all selected assistants will stop interacting with customers.
Restart - resets the current settings and communication history of the assistants. Dialogues with customers will start anew, like a fresh session.
Assistant selection field
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FB & Google Analytics - With this block, we can send analytics events at a specific stage of the tunnel
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