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1. Introduction

Definition

“Transferring the user base between different Leeloo.AI platform accounts” is the operation of migrating subscribers and their connected bot from one platform account to another. It is a tool of the Manage stage that allows the accumulated subscriber base and continuity of communication to be preserved when the legal or operational account is changed.

Technically the transfer consists of two linked operations: (1) disconnecting the bot on the source account and connecting the same bot on the destination account — without creating a new bot on the messenger side, (2) exporting the list of subscribers from the Audience module on the source account and importing the same file on the destination account. The transfer touches the Audience, Communication Channels, Sales Tunnels modules and LGT — on the destination account a prepared tunnel and LGT are required, into which the imported users will be subscribed.

The B2B operator (company owner or Leeloo.AI administrator) is the only party that initiates and performs the transfer. The operator contacts platform technical support to coordinate the source and destination account emails, filters the base by the required bot in Audience, launches the export, prepares the import file and re-subscribes users through mass actions. All steps are performed manually through the platform UI — there is no automatic transfer between accounts.

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The B2C client (subscriber) does not interact directly with the transfer procedure — for the subscriber the operation is transparent. After migration the same bot in the messenger continues to work with the same chat_id, the message history on the messenger side is preserved together with access to all previously purchased products — provided the operator correctly prepares the import file with a populated social_id. Indirectly the client benefits — after migration the bots resume communication on the destination account without requiring a new subscription.

The Client's Card of each transferred subscriber is recreated on the destination account using the social_id key — this is the subscriber's identifier on the messenger side by which the platform uniquely maps the user to their communication channel. The name, email and phone fields from the import file are written to the card; subscription and deal history from the source account is NOT carried over to the new account (this is a constraint of the operation — only the subscriber itself and its channel binding are transferred).

After reading this you will understand:

• when a user base transfer is appropriate and what preparation steps must be performed before starting;

• how to contact technical support and coordinate the source and destination account emails;

• how to filter the subscriber base by a specific bot using the "By Communication Channel" filter in the Audience module;

• how to export the filtered base via mass actions and prepare the import file with the required columns name, social_id, email, phone;

• how to correctly connect the same bot on the destination account without creating a new bot in the messenger;

• how to import the prepared file and subscribe the transferred users to the sales tunnel and LGT of the destination account.

Purpose

The key role of the operation is to ensure continuity of B2B operations and continuity of relationships with subscribers when the Leeloo.AI account is changed. USP: the only standard mechanism of the platform that allows the accumulated base and connected messenger channels to be preserved without losing access to subscribers on the messenger side.

At the Manage stage the transfer is a data-and-infrastructure management operation: the operator controls which account serves the base, moves the communication channel, and maintains the integrity of the Client's Card through the social_id key. Job-to-be-done — migrate the subscriber base and connected bot between Leeloo.AI accounts without losing access to subscribers and without requiring a new subscription.

At the Engage stage the transfer plays a supporting role — after the import completes, the bot on the destination account resumes communication with subscribers through the connected tunnel and LGT. Job-to-be-done — restore active operation of bots and sales tunnels on the new account immediately after the import, without losing re-engagement opportunities.

2. Preparing for the transfer

Before any technical steps the operator must coordinate the transfer with Leeloo.AI technical support. Support will verify access to both accounts and record the operation in the platform's internal logs.

3. Exporting the base from the source account

Switch to the source Leeloo.AI account and open the Audience module — the base of all subscribers of the account is stored here. The next actions are performed sequentially through the standard Audience filter panel and mass actions.

1. Go to the "Audience" section.

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2. Open the "+ More" button on the filter panel — it opens the full list of available Audience filters.

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3. Apply the "By Communication Channel" filter and select exactly one bot — the one whose users need to be transferred. Click the "Apply" button in the top right corner of the panel.

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4. Launch the export of the filtered base via "Mass Actions" → "Export". In the export parameters dialog, select the type "By Communication Channel" — the system will produce a file containing all subscribers of the selected bot.

4. Preparing the import file

The file downloaded from the source account must be brought into the format accepted by the destination account's importer. The format is strictly fixed — deviations cause import to fail or produce errors in the Client's Card mapping.

1. Open the downloaded file and bring it to the form shown in the example template. The file must contain exactly four columns with the headers: name, social_id, email, phone.

5. Connecting the bot on the destination account

Before importing the base, the same bot that exists on the source account must be connected to the destination account — this is a mandatory condition for the transferred subscribers to be linked to their communication channel. Open the "Communication Channels" section on the destination account and connect the bot following the instruction for the corresponding channel type (Telegram, Facebook Messenger, Instagram, WhatsApp, Viber, SMS, Email).

6. Importing the base on the destination account

After the bot is connected and the file is prepared, perform the import on the destination account.

1. On the destination account open the "Audience" module and launch "Mass Actions" → "Import".

2. In the import dialog upload the prepared file.

3. Select the bot — previously transferred and connected on the destination account.

4. Select the sales tunnel and LGT into which the imported users will be subscribed.

5. Launch the import and wait for the task to complete.

Related instructions

Key terms