Action block

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UA	US	RU

Action - Red block - a block that sets the execution of actions

It can be placed after any other block, adjust its placement according to your intended business logic. 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

IMPORTANT! A block of the "action" type takes priority over other blocks, and if "action" and "message" blocks run in parallel, the action will execute first, followed by the message

1. START Action

The START action allows redirecting subscribers from one tunnel to another without subscribing from the current or any other tunnel. If a user is redirected from one tunnel to another via the START action, the user will not be recorded in the tunnel they are transferred to

When the user reaches this tunnel block, the following actions will be performed: the start of sending (START) messages beginning with a specific block of the selected tunnel

Example of time separation when entering the web

2. 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 specific block of another tunnel. The "stop" action is executed only once; if an attempt is made to initiate the sending of a block after the action has been executed, it will not be sent.

3. "Deal in AMO CRM"

This function will transfer the deal from Leeloo to AMO CRM. Additionally, it is necessary to specify the name of the integration as well as the sales funnel in AMO CRM for the deal transfer

5. "Contact in AMO CRM"

This function will transfer the contact from Leeloo to AMO CRM. 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

6. "Add Tags"

With the "action" block, you can assign tags to subscribers for whom this block is triggered. You need to create a tag and then specify it in the "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 at which stage of the tunnel a particular subscriber is located

7. "Remove Tags"

You can remove tags from subscribers for whom this block is triggered

7. "Notify User in Chat"

It works the same as the "Tag User in Chat" function in the "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 enter the comment text

8. "Create Email account"

When the checkbox "create email account" is selected, a linked email account will be created, and content will be sent to the email. The email communication channel will be added to the customer card

9. "Add Subscriber to Unread in chat"

Marks the last message in the chat as unread, and the user is moved to the "unread" tab.

It will only work if there were previous messages from the user

10. "Send Email"

If the user has an email address specified, the content of the block will be sent to the email address when this function is triggered

11. "Add Custom Field"

This function adds a "custom field" to the subscriber. Click the "add" button and specify the previously created "custom field." The information will be recorded in the customer card

12. "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)

13. "Change deal Status in Sales Plan"

When this function is triggered, the deal status for the subscriber in the specified sales plan will be changed

14. "Remove from Sales Plan"

When this function is triggered, the deal for the subscriber in the specified sales plan will be removed

15. "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

16. "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)

17. "Send External Request"

Choose the request type. Available options: POST, PUT, GET
Field for specifying the URL address where the request will be sent
Account selection option. Information about the specified account will be displayed in the body and query preview
In this section, you can specify a description (comment)
Button for adding variables or subscriber data. Variables are created in the settings. More details. Subscriber data must be selected from a dropdown list. The fallback option is used when user data is unavailable (e.g., no phone number, email, etc. in the customer card)
Button for checking the created request
Request headers
Request body
Query
Response - will be available after clicking the "check request" button
Response Mapping
Button for adding a new value
Button for deleting a value
Button for adding a new request header for the headers section

18. AI Assistant

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.

Assistant selection field
Number of chat messages to pass to the AI Assistant – defines how many previous messages will be sent to the AI Assistant to help it understand the context of the conversation.
Toggle “Include automated messages” – enable or exclude automated messages (smart replies, broadcasts, etc.) from the context the AI Assistant sees.
Initiated message – when enabled, the AI Assistant will send the first message in the conversation. What it says depends on your System Instructions set during the Assistant’s configuration.
System message – the text the AI Assistant will read before responding to the user. For example: “You are a helpful and friendly cooking assistant.”

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.

19. FB & Google Analytics

With this block, we can send analytics events at a specific stage of the tunnel

20. Telegram Chats / Groups

The new functionality allows you to automate checking whether a lead is subscribed to a channel or is a member of a group, as well as manage their access to Telegram chats directly from Leeloo.AI funnels.

Features:

Check if a lead is subscribed to a channel or is a member of a group
Automatically approve join requests
Restrict or restore access to groups/chats/channels

Action descriptions:

Check — verifies whether the user is a member of the specified Telegram chat or channel.
Approve — approves the user’s request to join the chat (equivalent to Approve Request to Join Chat).
Banned — displays or assigns the “blocked” status to the user in the chat.
Unban — removes the block from the user, allowing them to rejoin.
Remove — removes the user from the chat without blocking them.

21. Create WhatsApp account

Create a WhatsApp Account

Automatically creates a WhatsApp communication channel for a subscriber in the sales funnel. Links the subscriber's phone number to your WhatsApp communication channel, allowing you to send them messages through the integration.

IMPORTANT! If the subscriber does not have WhatsApp or the number is invalid, messages will not be delivered.

Select communication channel - WhatsApp communication channel connected to the Leeloo.AI platform

Select tunnel - sales funnel to which you are subscribing the lead\subscriber.

Select LGT - lead generation tool to which you are subscribing the lead\subscriber within the selected sales funnel.

Select tag - adding a tag to the client card for segmentation or further condition checks and automation.