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1. Introduction

Definition

Client's Card is the central data spine of the Leeloo.AI platform: a centralized subscriber profile that aggregates all data from every module of the platform (LGT, Sales Tunnels, Chats, Sales Plans, Offers, Orders & Sales, Tasks, Phone, CRM). It is used at every stage of the customer lifecycle — from the first touch (Attract) to repeat purchases (Retain) and analytics (Analyze).

Client's Card is the single data spine of the platform (PRD Appendix E, invariant #7). All modules read from the card and write to it. You can open the card from any place on the platform where subscribers are listed: Chats, CRM, Audience, filter panel. The card consists of 9 sections: one compact — the quick access card in Chats, and the other eight — separate tabs inside the full card.

B2B operator (sales manager, marketer, team lead, support agent) works with the client's card continuously: opens it from chat when handling a new lead, adds tags, creates tasks, switches between sales plans, tracks order and payment history, listens to calls, merges subscriptions when a client arrived via several channels.

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B2C client (subscriber) does not see the card directly — it is an internal tool for the B2B team. However, every action — subscribing via LGT, going through a tunnel, reacting in chat, filling out a form, purchasing through an offer, paying, replying to a manager, making a call — becomes a record in their card. The card captures the complete history of the client's interaction with the business.

Client's Card is the central data spine of the Leeloo.AI architecture. All platform modules write to it or read from it: LGT registers the subscription event, Sales Tunnels — block progression, Chats — messages, Sales Plans — deal stages, Offers — orders, Orders & Sales — payments, Tasks — manager tasks, Phone — calls. The Dashboard module (stage Analyze) is the only read-only consumer that simply aggregates data from all other modules via client cards.

After reading you will understand:

• what Client's Card is and why it is the central data spine of the Leeloo.AI platform;

• which data is aggregated into the card and from which modules it comes;

• how to open the card from Chats, CRM, Audience, and the filter panel;

• how the card is used at every stage of the customer lifecycle — from Attract to Analyze;

• how to merge subscriptions of a client who arrived through several communication channels;

• how to read client logs and reconstruct the history of their interaction with the business.

Purpose

Client's Card is the central data spine of the Leeloo.AI platform: a single storage of the subscriber profile through which all data flows between modules. It guarantees the integrity of client information at every step of the lifecycle — from the first touch to repeat purchases and analytics. The specific function of the card in business processes depends on the stage the client is currently at.

Attract — on the first subscription event (subscribing via LGT, form, button, widget, QR code, or FB ad) a client's card is created automatically with source tracking: communication channel, LGT type, UTM tags, subscription date and time. Job — record the acquisition fact and preserve attribution for evaluating channel performance later.

Engage — the card accumulates the client's action history as they pass through Sales Tunnel blocks: which messages they received, which buttons they clicked, which branches they followed. In the «Subscription history» section the B2B operator sees every tunnel the client is subscribed to and can manually subscribe them to a new tunnel or unsubscribe from an outdated one. Job — accumulate behavioral signals for segmentation and warming up the audience.

Manage — the manager runs the deal through the card: adds tags, creates tasks and meetings in the «Tasks» section, works with calls in «Phone calls», manages deal status and amount in «Sales plans», leaves notes in the quick access card. Job — move the lead through the funnel to the next conversion step without losing context.

Convert — the «Order history» section of the card automatically records every order and payment of the client: successful payments, transaction statuses, manual payments, the toggle between regular and recurring orders. The manager responsible for a specific payment is pinned here for KPI calculation. Job — record the payment fact and link it back to the acquisition source and the manager's work.

Retain — the card stores the client's full LTV history: every repeat purchase, recurring payment, reaction to follow-up tunnels and promotional campaigns. Based on this data segments for reactivation are built, and the B2B operator subscribes the client to a new tunnel right from the card. Job — increase LTV and bring the client back to a repeat purchase.

Analyze — the Dashboard module aggregates data from all client cards into summary metrics: number of subscribers by source, conversions by stage, ROI and CAC by LGT, repeat-purchase dynamics. The card itself also contains a «Client logs» section — a chronological list of every action on the platform for drilling into specific cases. Job — get a complete picture of every client and of the business as a whole.

2. Overview of Client's Card sections

Client's Card can be opened from any place on the platform where subscribers are listed: Chats, CRM, Audience, filter panel. The card consists of 9 sections: one compact — the quick access card built into Chats, and eight full tabs inside the expanded card.

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2.1. Quick access card

A compact version of the client card with the subscriber's main data. Available in the Chats section and other places where subscribers are listed.

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1. Avatar — loaded from the messenger.

2. Client name — the subscriber's name (in the example — Viktor Pavlenko), loaded from the messenger.

3. «Open chat» button — opens a chat with the subscriber.

4. Client tags — all tags assigned to the client (e.g., React). New tags are added via «+ Add tag».

5. «Create task» button — adds a new task.

6. Subscriber gender — manual selection if the system did not detect it automatically.

7. Scheduled tasks and meetings — tasks and meetings related to the subscriber.

8. Logs — history of the subscriber's actions on the platform.

9. Phone number — the contact number.

10. Client email — the email address.

11. Comment block — manager notes about the client (limit: 1,000 characters).

12. «+ Add information» button — enter additional data.

2.2. Detailed information

A detailed tab with extended client data: contacts, location, time zone, custom fields, and communication channels.

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1. Subscriber avatar — image from the messenger.

2. Nickname — the user's nickname.

3. Gender — pulled from Facebook or set manually.

4. Location — the subscriber's location.

5. Time zone — set manually.

6. Tag field — adding tags.

7. Edit client name.

8. Custom fields — additional client data.

9. Email — the email address.

10. Phone number.

11. Communication channel — the messenger through which the client is subscribed.

12. «Open chat» — opens the chat in a new tab.

13. «Add channel» — adds a new communication channel.

2.3. Subscription history

Shows which tunnels the client is subscribed to. Here you can also subscribe them to new tunnels or unsubscribe from outdated ones.

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1. Communication channel selection — specifying the subscription channel.

2. Tunnel name — selecting the tunnel to subscribe to.

3. Block name — selecting the specific block in the tunnel.

4. «Subscribe» — subscribes to the tunnel.

5. Tunnel list — current subscriptions.

6. Subscription history on LGT in the selected tunnel.

7. «Unsubscribe from tunnel» — removes the subscription.

8. «Unsubscribe» — removes the communication channel.

2.4. Order history

List of subscriber orders and payments, including manual payments and a toggle between regular and recurring orders.

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1. Order and payment information of the subscriber.

2. Payment status information.

3. Total amount of payments made by the client.

4. Option to add a manual payment.

5. Actions — assigning a manager to a specific payment.

6. Toggle between regular and recurring orders.

2.5. Sales plans

Status and amount of the CRM deal for each client: you can add a client to a sales plan and assign a specific manager to them.

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1. «Add to sales plan» — adds a new entry to the sales plan.

2. Sales plan name — naming for identification.

3. Sales plan status — current state (active, completed, in progress, etc.).

4. Sales amount — total planned or actual amount.

5. Manager — responsible for executing the plan.

6. Assign manager — assigning a specific manager so it doesn't change automatically.

2.6. Tasks

List of tasks assigned by the manager to this client: split into scheduled and completed.

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1. Add a new task.

2. Scheduled tasks.

3. Completed tasks.

4. Tasks of the relevant section (scheduled or completed).

2.7. Phone calls

List of client calls via the platform's telephony with the option to listen and download the recording.

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1. «Add call» — upload a recording from an external source.

2. Avatar — of the manager who made the call.

3. Audio player — for listening to the recording.

4. «Upload recording» — if not yet uploaded.

5. Manager's name.

6. Call status — for example, «No answer».

2.8. Merging subscriptions

Merging several different communication channels of one client into a single card.

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Enter the name, email, or phone number in the search — a dropdown menu appears with subscriptions matching the request. The selected account opens a table: on the left — data from the first subscription, on the right — found through the search, in the middle — what will remain after merging. Move information using the «>>» and «<<» switches.

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1. Information about the subscriber whose card is open.

2. Information after merging — what will remain in the card.

3. Information from the found card for merging.

4. All communication channels of the future merged card.

5. «Merge».

6. Cancel actions.

7. Switches that move information to the main client card.

2.9. Client logs

Chronological list of all client actions on the platform: subscriptions, clicks, replies, orders, payments.

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1. Action date.

2. Action time.

3. Action description.

4. Action icon — visual representation of the action type.

2.10. Video overview

https://youtu.be/rSG3uXV6VQI

Related instructions

Key terms