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The client card contains the main information about your subscribers. You can open
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the client card from any page where there is a list of subscribers (for example, CRM, Chats,
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etc.).
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List of Customer Card sections
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On the left side of the client card, there are 8 main sections:
Detailed Information – contains the basic information about the client.
Subscription
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History – a list of
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Customer order history
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Sales plans in which the client is located
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Tasks of the manager for this client
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List of telephone calls made by the manager to the client
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List of webinars attended by the client
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A tab through which you can combine several different (including manual) user subscriptions into one person.
Quick access customer card
This type of Client Card contains basic client data. Available in the Chats section, as well as in other sections where the client card is available.
Client avatar
Client name
Geolocation (coming soon)
Tags assigned to this client
Client task window
Phone number
Email address
Adding a custom field. More details
Manager's comments on this client (maximum 240 characters per comment). You can also add files to comments by clicking on the paperclip.
Removing a Customer Card
Close Customer Card
detailed information
Avatar of the person installed in the messenger
Nickname of the user that is installed in the messenger
gender (the gender is automatically pulled up from FB and VK, for Telegram and Viber and other communication channels you can determine the gender manually)
Goelocation (coming soon)
Setting the time zone manually
Select gender (for messenger subscribers who do not transmit gender)
Add tag field
Client name edit field
email address placement field
telephone number field
Custom fields (user fields) More details
The communication channel through which the user is subscribed.
A button to go to chat with a user from a specific communication channel. In our case - telegram. The chat opens in a new browser tab.
Button to add a specific communication channel to the archive
Button to add a communication channel.
Getcourse email. ByField, which allows you to change the email address to which access to training materials will be opened for repeated payments.
Communication channel email
SMS communication channel
Connection selection
Choosing a bot
Button to create a new communication channel.
Subscription history
In this section you can see which tunnels the client is subscribed to. Subscribe to new required tunnels. Unsubscribe from irrelevant tunnels and/or branches.
field for selecting the connection for which you want to view the subscription history
field for specifying the name of the tunnel in order to sign a person manually
block name field
button to subscribe to the selected tunnel
a field where the name of the tunnel to which the user is subscribed is indicated; when you click on the down arrow, additional information opens
information about LHT to which the user is subscribed
tunnel unsubscribe button
История заказов
Information about customer orders;
The total amount of payments made by this client;
Ability to check the error code if payment is unsuccessful;
Ability to confirm Manual payment;
Add manual payment via customer card. More about manual payments
Order switch for managing recurrent items. Makes it possible to open and manage recurring orders directly from the customer card, without going to Orders and Sales.
Sales plans
Adding to the Sales Plan
List of Sales Plans in which this subscriber is included
Tasks
Adding a new task
Description of tasks
Task status
Displaying current tasks
Displaying past tasks
Phone calls
In this section you can see a list of calls made to a given client via telephony on the platform, and even listen to them. It is also possible to download a recording of the call.
Webinars
In the “Webinars” section you can see all the webinars attended by the subscriber. Information about the beginning, interval and duration of viewing is also available.
Merge
On this tab you can combine several different communication channels into one person.
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all the client's subscriptions to tunnels.
Order History – data on the client's orders and payments.
Sales Plans – information about the sales plans the client is part of.
Tasks – a list of tasks assigned to the client by the manager.
Phone Calls – a history of all client calls with the option to listen.
Merge Subscriptions – the function to merge several profiles into one client.
Logs – a list of all the client’s actions on the platform http://Leeloo.ai .
Quick Access Client Card
This type of card includes the main customer data. It is available in the "Chats" section and other places where the customer card is provided.
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Avatar – loaded from the messenger.
Customer Name – the subscriber's name (in this case, Viktor Pavlenko) loaded from the messenger.
"Open Chat" Button – opens a chat with the subscriber.
Customer Tags – displays all the tags assigned to the customer (e.g., React). New tags can be added using the "+ Add Tag" button.
"Create Task" Button – allows you to add a new task.
Subscriber’s Gender – allows you to manually select the customer's gender if the system did not detect it automatically.
Scheduled Tasks and Meetings – displays tasks related to the subscriber (for example, a Zoom meeting scheduled for January 30, 2025, at 20:30).
Logs – displays the subscriber's activity history on the Leeloo.Ai platform.
Phone Number – the customer’s contact number.
Customer Email – the subscriber's email address.
Comment Block – allows managers to leave notes about the customer (limit: 1000 characters).
"+ Add Information" Button – allows you to add additional information about the customer.
Detailed Information
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Subscriber Avatar – the image from the messenger.
Subscriber Nickname – displays the user's nickname.
Gender – pulled from Facebook or manually set.
Location – the subscriber’s location.
Time Zone – can be set manually.
Tag Field – the ability to add tags.
Edit Customer Name – change the name.
Custom Fields – additional customer data.
Email – the subscriber’s email address.
Phone Number – the contact number.
Communication Channel – the messenger through which the customer subscribes.
"Open Chat" Button – opens a chat in a new tab.
"Add Channel" Button – adds a new communication channel.
Subscription History
In this section, you can see which tunnels the subscriber is subscribed to, subscribe to new required tunnels, or unsubscribe from outdated tunnels and/or branches.
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Communication Channel Selection – selecting the subscription channel.
Tunnel Name – select the tunnel for subscription.
Block Name – select the specific block in the tunnel.
"Subscribe" Button – subscribes the user to the tunnel.
Tunnel List – a list of current tunnels.
Subscription History on LGT in the Selected Tunnel.
"Unsubscribe from Tunnel" Button – removes the subscription to the tunnel.
"Unsubscribe" Button – removes the communication channel.
Order History
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Information about the subscriber's orders and payments.
Information about the subscriber’s payment statuses.
Total amount of payments made by this customer.
Option to add a manual payment. More about manual payments.
Actions – assigning a manager to a specific payment.
Toggle between regular and recurring orders.
Sales Plans
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Add to Sales Plan – an action that allows adding a new entry to the sales plan.
Sales Plan Name – the name of the sales plan, helping to identify it among others.
Sales Plan Status – the current status of the plan (e.g., active, completed, in progress, etc.).
Sales Amount – the total sales amount planned or actually achieved within the given plan.
Manager – the name or ID of the manager responsible for the sales plan.
Assign Manager – an option to assign a specific manager to the plan to ensure it’s not changed automatically or accidentally.
Tasks
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Add a new task.
Display scheduled tasks.
Display completed tasks.
Tasks of the relevant section (points 2 or 3).
Phone Calls
In this section, you can view the list of calls made to this customer via the platform’s telephony and even listen to them. There is also an option to upload the call recording.
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Add Call – allows you to upload a call from an external source.
Avatar – displays the manager’s avatar who made the call.
Call Audio Player – allows you to listen to the recorded phone conversation.
Upload Recording – button to upload the call recording if it hasn’t been uploaded yet.
Manager’s Name – displays who made the call.
Call Status – shows the call result (e.g., "No Answer" means the customer did not answer).
Merging
On this tab, you can merge several different communication channels into one customer card.
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By entering the name, email, or phone number in the search bar, a drop-down menu will show subscriptions that match the search request. After selecting the required account, a table will appear showing the data from the first subscription on the left, the data from the second one (found through the search) on the right, and the data that will be displayed
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after merging
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in the middle. You can move information to the
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central column using the
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“>>” or “<<” switches.
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Information about the subscriber whose card you have
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opened.
Information that will be displayed in the
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customer card after
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merging.
Information from the
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selected customer card through the search for
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4 - button to move data from the column on the right to the central one, which will be displayed in the client card after merging.
After you have provided all the necessary information, click on the Merge button at the bottom of the table.
1 - communication channels that will be combined for one person
2 - Merge button
3 - cancel action button
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merging.
All communication channels of the future merged customer card.
"Merge" Button.
Cancel Action Button.
Switches that allow moving information to the main customer card.
Customer Logs
In the “Logs” tab, you can view
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the list of all
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actions performed by the customer on the http://Leeloo.ai platform.
В нее записываться и отображаются следующие действия:
Звонок
Подписка и отписка
Успешная и проваленная оплата
Создание, выполнение, перенос задачи
Заказ
Добавление в план продаж
Просмотр вебинара
Мембершип
Объединение двух профилей
Добавление и удаление тега
Создание имейл и смс аккаунта
Заполнение пользовательского поля
Передача сделки в AMO CRM
Передача контакта в AMO CRM
Добавление и удаление из архива
Создание и удаление аккаунта
Посещение сайта
Добавление комментария
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Action Date – the date when the action will or was performed.
Action Time – the exact time when the action will or was performed.
Action Description – a brief description of what is happening or has happened within this action.
Action Icon – a visual representation symbolizing the action type for easier understanding.
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