Audience

Audience

UA

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US

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RU

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UA

image-20240611-123449.png

US

image-20240611-123805.png

RU

image-20240611-131051.png

1. Introduction

Definition

«Audience» is a section of the Leeloo.AI platform that gathers all of a company’s subscribers into a single filterable list. The section belongs to the Manage stage of the customer lifecycle and optionally to the Analyze stage when used for segment-level metrics and data export. It is the single entry point for working with the entire contact base — without having to open each client card by hand.

The section does not exist on its own — it relies on the Communication Channels (Telegram, Facebook, Instagram, WhatsApp, Viber, SMS, Email, etc.) through which the subscriber entered the system, and on the Client’s Card as the central data store. «Audience» reads name, tags, sales plans, sales count and contact details from client cards, and writes back the results of bulk actions: add/remove tags, move to archive, blacklist, subscribe to a tunnel, import/export, add to a sales plan.

The B2B operator (sales manager, marketer, business owner) uses «Audience» as a working tool: filters subscribers by gender, messenger, phone/email presence, tunnels and tags through the Filter Panel, adds contacts manually, and performs bulk actions on selected segments.

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The B2C client (subscriber) does not interact with «Audience» directly — they never see this interface. Yet every action they take (subscribing via an LGT, moving through a tunnel, buying, replying in chat) generates data that appears here as a row in the list. The operator’s bulk operations (broadcasts, tunnel subscriptions, adding to a sales plan) reach the client indirectly as incoming messages in their messenger.

To the Client’s Card, «Audience» writes: applied tags, status (archive / blacklist), assigned sales plans, results of contact imports, AI bulk-action markers. From the card it reads: name, list of communication channels, tags, sales plans, sales count — to render the columns of the list.

After reading this guide you will understand:

  • what the «Audience» section is and what role it plays in the Manage stage;

  • how the section is connected to the Client’s Card and Communication Channels;

  • how to use quick-access filters and the Filter Panel to segment the base;

  • how to add contacts manually and which services are required;

  • which bulk actions are available and how to apply them to a selected segment;

  • how to configure column display and what subscriber data is shown in the list.

Purpose

The «Audience» section is a single entry point for managing the subscriber contact base with segmentation and bulk-action capabilities. It saves hours of manual operator work by replacing a walk-through of client cards with one filter + one click on a bulk action. The specific function of the section depends on the lifecycle stage where it is used.

Manage — the operator segments the base by the necessary attributes (messenger, tags, phone/email presence, subscription source, status) and then applies bulk actions: add/remove tags, subscribe the segment to a follow-up tunnel, add to a sales plan, send an SMS/email broadcast, import new contacts or export the segment as CSV. The job-to-be-done is to manage the state of the base and work segments of subscribers efficiently without walking through client cards by hand.

Analyze — the operator reviews the number of client cards and the channels available in each, evaluates the distribution of subscribers across tags, sales plans and sales count, and exports segments for external analysis. The job-to-be-done is to obtain a slice of the audience by the necessary criteria and decide which segment needs additional work.

2. Overview of the «Audience» section

The section opens from the left side menu of the Leeloo.AI platform. The centre of the screen shows the subscriber list with columns name / communication channels / tags / sales plans / sales count. The top area contains quick-access filters and the filter menu; the top-right corner has the Filter Panel button and the manual contact-add button. Below the list sits the bulk-action selector and pagination buttons.

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2.1. Quick-access filters

At the top of the section sit the quick-access filters for the most common subscriber attributes:

  • Filter by gender — select male/female/not specified and press «Filter».

  • Filter by messenger — Telegram, Facebook, Instagram, WhatsApp, Viber, SMS, Email, etc.

  • Filter by phone presence in the client card.

  • Filter by email presence in the client card.

  • Search by a specific parameter — search for a subscriber by name, phone or email.

2.2. Filter menu

Once the attributes are selected in the quick-access filters, use the filter menu:

  1. «Clear» — removes all previously selected filters.

  2. «Filter» — applies the selected filters to the list.

  3. «More» — opens the Filter Panel with an extended set of conditions: tunnel, lead-generation tool, ordered/purchased offer, status and others.

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A detailed description of all Filter Panel conditions and options lives in a separate guide «Filter Panel» (see the «Related instructions» section).

2.3. Add a contact manually

The «Add Contact» button lets you add a subscriber to the base without going through an LGT subscription. It is useful when a contact is collected offline (business card, phone call, in-person meeting) or imported from an external CRM one record at a time.

Important: manual contact addition only works when broadcast services are connected: SendGrid or Mandrill for email campaigns, Twilio for SMS. Without them the button will not work — the system needs a channel to deliver at least one confirmation message to the new contact.

When subscribing through messengers the platform does not receive the client’s phone and email directly — messengers do not transmit these details. Contacts are collected only through LGTs with phone, email and other fields.

2.4. Bulk actions

Once filters have been applied and subscribers selected (either with the «select all on page» checkbox or individually), the «Bulk Actions» block becomes active — a dropdown menu with operations on the selected segment:

  • Add tag / Remove tag — adds or removes a tag from all selected subscribers.

  • Move to archive / Blacklist — changes the status of the segment, excluding it from active communication.

  • Subscribe / Unsubscribe — adds or removes the selected subscribers’ subscription to a sales tunnel.

  • Import / Export — uploads new contacts from CSV or downloads the current segment as CSV for external use.

  • Add to sales plan — assigns a sales plan to the selected subscribers for further work by the manager.

  • Add SMS/Email — sends a one-off broadcast to the selected segment through the connected service.

  • Bulk actions with AI — batch processing of the segment with the AI Assistant: analysis, response generation, semantic segmentation.

2.5. Contact list columns

Each row in the list is one subscriber, rendered from their client card data. All columns are enabled by default:

  • Client name — clicking it opens the Client’s Card.

  • Communication channels — icons of the messengers through which the subscriber can be contacted (a single card can hold several channels).

  • Tags — the list of tags the subscriber is labelled with.

  • Sales plans — the list of sales plans the client has been added to.

  • Sales count — the number of purchases the client has made.

  • Column settings — unneeded columns can be turned off via the dropdown menu in the top-right corner of the list.

  • Pagination buttons — a maximum of 30 contacts per page; the total number of client cards and communication channels is shown below.

Related instructions

Instruction name

Purpose

Instruction name

Purpose

Фильтрационная Панель1Archived

Filter Panel — extended set of conditions for segmenting subscribers (tunnel, offer, status, lead-generation tool, etc.).

Карта клиента

Client’s Card — central data store of subscriber records from which «Audience» reads and to which it writes.

Массовые действия с клиентами

Bulk Actions — detailed description of all operations on a selected audience segment.

Импорт

Import — uploading contacts to the system from CSV.

Экспорт

Export — exporting a subscriber segment to CSV.

Добавить в план продаж

Add to sales plan — assigning a sales plan to a selected segment.

Аудитория

Аудитория — RU version of this instruction.

Аудиторія

Аудиторія — UA version of this instruction.

Key terms

Term

Explanation

Term

Explanation

Audience / Аудитория / Аудиторія

Section of the Leeloo.AI platform with a single list of all subscribers. Manage and Analyze stages. In PRD terms — the Audience module of the Manage stage, which reads the Client’s Card and applies bulk operations to segments.

Subscriber

A B2C client that entered the system through any communication channel (LGT, messenger, import, manual addition). One row of the «Audience» list = one subscriber.

Client’s Card

Centralised subscriber profile that stores all of the subscriber’s data and actions. «Audience» is essentially a tabular list of Client’s Cards.

Filter Panel

Cross-platform Leeloo.AI component with an extended set of segmentation conditions. Used across «Audience», «Chats», CRM, Smart Sender, and Filter blocks in tunnels.

Bulk actions

Operations on a selected subscriber segment: add/remove tags, move to archive, blacklist, subscribe/unsubscribe from a tunnel, import/export, add to a sales plan, send SMS/email broadcasts, AI actions.

Segment

A subset of the subscriber base selected by a given set of filters. Bulk actions are applied to a segment.

Communication channel

A messenger or service through which the subscriber entered the system and through which messages can be sent: Telegram, Facebook, Instagram, WhatsApp, Viber, SMS, Email and others.

Sales plan

A set of tasks and steps a sales manager performs with a client to move them to a deal. Assigned to a subscriber via a bulk action.

Tag

A text label for grouping subscribers by any attribute (source, interest, status). Applied via bulk actions and used in filters.

LGT

Lead Generation Tool — Leeloo.AI lead-generation instrument (Mini Landing Page, QR Code, Widget, Pop-up, Form, FB Ad, Subscribe Button, Smart Response). Phone, email and other client fields are passed into the card through LGTs.