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UA	US	RU

The filter panel is a tool designed to filter subscribers on the Leeloo.AI platform. The panel allows filtering by various selected parameters: name, tunnel, lead generation tool, phone number, etc.

It is available on all pages that display a list of subscribers: in Chats, Audience, CRM (Sales Plans), and when selecting an audience segment in Smart Mailing. The filter panel is also present in the "Orders and Sales" section. The panel is located at the top of the window and, in most cases, appears as shown in the image below:

By default, only basic filters are visible. To expand the panel and access all available filters, click the “More” button in the upper-right corner of the screen.

To filter subscribers, set the desired filtering parameters (tag, tunnel, etc.), and click the “Filter” button.
The “Clear” button resets all filtering parameters in the filter panel.

Clicking the “More” button will open a side filter panel. In the dropdown list, select the elements by which you want to filter subscribers:

When using multiple filters, the "Logical AND" principle is applied by default. Each filter represents a specific condition for collecting results. The results will only include items that meet all the specified filters. If at least one filter condition is not met, the item will not appear in the results.

To display a list of subscribers that match at least one of the specified filters instead of all, you need to change the filtering principle to "Logical OR".
Use the “Match All” toggle switch to change the filtering principle:

After That, Apply Filtering Considering the Changed Filtering Principle

Example:

If the “Match All” function is turned off, the system will select subscribers who are either subscribed to the tunnel (by Tunnel) "test" or those who placed an order (by Order) "10 test".
This list will include both subscribers who meet all selected conditions and those who meet at least one condition.

If the “Match All” function is turned on (default), the system will only select subscribers who are subscribed to the tunnel "test" and have placed the order "10 test", meaning those who meet both conditions.

To invert the selected filter, click the "Invert" button in the chosen filter parameter.

For example, if you select one sales tunnel, click the "Invert" button, and apply the filter, the result will show subscribers from all tunnels except the specified one.

By Phone Number

Filters by phone number. Returns all subscribers who have the specified phone number in their profile.

By Email

Filters by email address. Returns all subscribers who have the specified email address in their profile.

By customers

Filters by a specific subscriber or several subscribers.

By Tunnel

Filters by a specific tunnel. Displays subscribers from the selected tunnels.

By Lead Generation Tool

Filters by a specific lead generation tool. Displays users who subscribed through the selected lead generation tools.

By Traffic Source

Filters by "Traffic Source" (LGT).

By Communication Channel

Filters by the communication channel (chatbot) the subscriber is connected to.

By Connection Status

Filters by the subscriber's connection status.

Has credit card

Filters users who made payments using a credit card.
(Card data is not stored on the platform, only the payment ID with the last four digits of the card is saved.)

By ordered offer

Filters by the presence of created orders for selected offers.

By Purchases

Filters by the presence of successful purchases for selected offers.

By Tags

Filters by the presence of specific tags assigned to the subscriber.

Days after last message

Filters by the time of the last message in the chat with the subscriber.
Displays all subscribers who have sent a message within the specified period.
This filter helps identify users who are still within Facebook’s or WhatsApp’s 24-hour rule, allowing you to send messages without restrictions.

Had chat with

Filters by the presence of a chat with a specific platform user (manager).

By Creation Date

Filters by the time the subscriber appeared in the system.
Two dates must be specified: From and To.
Returns all subscribers who appeared in the system during the specified period.

By Custom Fields

Allows filtering people by custom fields.

By succeed sender

Filters by sent smart sender.
If you need to filter clients who received a smart sender, use the "Sent Sender" filter.

By failed sender

Filters by failed smart sender.
If you need to filter clients who did not receive a smart mailing, use the "Failed Sender" filter.

By Sent Buttons

Filters users who received a specific button sent via the platform.

By Clicked Buttons

Filters users who clicked on the selected button in the filter.

By Webinars

If you use webinar service integrations and want to filter your subscribers based on webinar attendance, apply this filter.

The dropdown list displays the webinar date, duration, and number of viewers to help you identify the necessary webinar.

• "Duration" — Filters by the length of webinar viewing.
  For example, if you set 30 to 45 minutes, the filter will show all webinar attendees who watched the webinar for 30 to 45 minutes.

Has purchases

This filter displays clients who made at least one purchase.

By Webinar Room

The Webinar Room filter becomes available after integrating the webinar service and creating webinar rooms.
You can filter by multiple rooms and set a date or time range.

By Visited Sites

Filters users who visited the site.
This filter activates after installing the inite code on the website.

By Page Subscription

The "By Page Subscription" filter works correctly only for Instagram.
To ensure it works correctly, you also need to apply the "By Communication Channel" filter and select the Instagram bot.

By AI Assistant Status

Filters by the status of the AI Assistant for the subscriber: "Active" or "Inactive".

By AI Assistant

Filters by the specific AI Assistant assigned to the subscriber.

Filters are applied to three subsections of Orders and Sales:

• All Orders

• Recurring Orders

• Invoices

By customers

Filters by the client's name. You can specify multiple names at once.

By Payment System Account

Allows you to select the required merchant (payment systems).

By Tunnel

Filters by a specific tunnel. Displays subscribers from the selected tunnels.

By Lead Generation Tool

Filters by a specific lead generation tool. Displays users who subscribed through the selected tools.

By ordered offer

Filters by the presence of created orders for selected offers.

By ordered offer category

Filters by the category of offers (Offers).

By Creation Date

Filters by the time the order was placed. You need to specify both dates. Returns all orders created within the specified period.

By Price

Filters by the price of the created order. You need to specify two numbers. Returns orders that fall within the specified price range.

By Sales Manager

A new filter in the "Orders and Sales" section, "By Sales Manager", displays all sales assigned to the specified manager.

Order verification status

Filters by the order's status.