Filter Panel
UA | US | RU |
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- 1 1. Introduction
- 2 2. Filter Panel overview
- 3 3. Filters
- 3.1 3.1. By Phone Number
- 3.2 3.2. By Email
- 3.3 3.3. By Customers
- 3.4 3.4. By Tunnel
- 3.5 3.5. By Lead Generation Tool
- 3.6 3.6. By Traffic Source
- 3.7 3.7. By Communication Channel
- 3.8 3.8. By Connection Status
- 3.9 3.9. Has Credit Card
- 3.10 3.10. By Ordered Offer
- 3.11 3.11. By Purchases
- 3.12 3.12. By Tags
- 3.13 3.13. Days After Last Message
- 3.14 3.14. Had Chat With
- 3.15 3.15. By Creation Date
- 3.16 3.16. By Custom Fields
- 3.17 3.17. By Sent Sender
- 3.18 3.18. By Failed Sender
- 3.19 3.19. By Sent Buttons
- 3.20 3.20. By Clicked Buttons
- 3.21 3.21. By Webinars
- 3.22 3.22. Has Purchases
- 3.23 3.23. By Webinar Room
- 3.24 3.24. By Visited Sites
- 3.25 3.25. By Page Subscription
- 3.26 3.26. By AI Assistant Status
- 3.27 3.27. By AI Assistant
- 3.28 3.28. By Telegram Group/Channel Membership
- 4 4. Special filters in the «Orders and Sales» section
- 5 Related instructions
- 6 Glossary
1. Introduction
Definition
The Filter Panel is a universal subscriber segmentation tool on the Leeloo.AI platform, available in all sections with a subscriber list: Chats, Audience, CRM, Smart Mailing, Orders and Sales, Tunnel. It is a cross-cutting spine of the platform — the panel is used at the Engage, Manage, and Convert lifecycle stages, wherever you need to select a specific subscriber segment from the broader list.
The panel does not write data — it only reads existing subscriber attributes from the Client's Card: tags, tunnel subscriptions, LGT sources, communication channels, order and payment history, AI Assistant status, site and webinar attendance events. The result of filtering is a list of subscribers that can be used as a segment for Smart Mailing or viewed in any of the listed sections.
The B2B operator (product marketer, sales manager, content manager) uses the panel daily: before launching a broadcast — to select the target segment; in Chats — to quickly find a specific client; in Orders and Sales — to sort orders by status, price, or manager. 28+ filters cover all key subscriber attributes.
The B2C client (subscriber) does not interact with the panel directly — but every action they take (subscribing via LGT, placing an order, clicking a button, attending a webinar, switching AI Assistant status) becomes a data point that the panel uses for future segmentation. The denser the interaction history recorded in the Client's Card, the more precise a segment you can assemble.
The Client's Card stores: tags, tunnel subscriptions, LGT sources, communication channels, order and payment history, AI Assistant status, site and webinar attendance events. All these fields are available as filtering parameters in the Filter Panel — which reads them but does not write.
After reading you will understand:
what the Filter Panel is and in which platform sections it is available;
how to launch filtering and expand the side panel with all filters;
how Logical AND/OR and filter inversion work;
which 28+ filters are available and what subscriber data they cover;
which special filters apply in the «Orders and Sales» section;
how to save a filter set for repeated use.
Purpose
The Filter Panel is the primary mechanism for precise audience segmentation in Leeloo.AI. It turns a flat subscriber list into actionable segments for commercial and service communication. The specific function of the panel depends on the customer lifecycle stage at which it is used.
Engage — filtering by tags, LGT, traffic source, and creation date helps identify new subscribers and segment them by level of engagement. The job — select audiences for warming broadcasts and targeted interactions.
Manage — filtering by connection status, manager chats, sent broadcasts, clicked buttons, and webinar attendance enables managing the subscriber portfolio. The job — segment audiences for further manager actions and automated touchpoints.
Convert — filtering by credit card presence, orders, purchases, price, and payment system enables conversion targeting. The job — select target segments for conversion offers and individual payment runs.
2. Filter Panel overview
The panel is located at the top of the window in every section with a subscriber list. By default only basic filters are visible — the «More» button in the upper-right corner expands the side panel with all 28+ filters. The filtering result can be saved as a named filter and applied with a single click at any time.
2.1. Run filtering
To filter subscribers, set the desired filtering parameters (tag, tunnel, etc.) and click the «Filter» button. The «Clear» button resets all filtering parameters.
2.2. Expanded side panel
Clicking the «More» button opens a side filter panel. In the dropdown list, select the elements by which you want to filter subscribers.
2.3. Logical AND/OR
When using multiple filters, the «Logical AND» principle applies by default: each filter is a separate condition, and only subscribers meeting all conditions appear in the results. To display subscribers matching at least one filter («Logical OR»), toggle the «Match All» switch.
Example. With «Match All» turned off and filters by tunnel «test» and order «10 test», subscribers matching at least one condition are selected. When turned on (default) — only those meeting both conditions simultaneously.
2.4. Inverted filter (reverse filter)
Inverted filters (By Tunnel, By Tags, By Communication Channel, By Deals) exclude subscribers matching the specified conditions — allowing you to target only those who do not participate in certain tunnels, do not have specific tags, or are not connected via a given communication channel.
Advantages of using inverted filters:
precise targeting for broadcasts — helps exclude duplicates or already engaged users;
simplified segmentation without creating separate opposite filters;
flexibility — inverted filters combine easily with regular ones in a single setup session.
Example of how the filter set works:
Filter «By Tunnel» — selected Business Consulting UAE and test 1. Inversion disabled — the filter includes only those participating in these tunnels.
Filter «By Tags» — selected tags test and test 2. Inversion enabled — the filter excludes all subscribers with these tags. Useful to avoid duplicate messages to already warmed-up users.
Filter «By Communication Channel» — selected channel IDDQD Marketing. Inversion enabled — subscribers connected via this channel are excluded.
Mode «Match All» enabled. The subscriber must meet all non-inverted conditions and not meet the inverted ones.
To invert the selected filter, click the «Invert» button in the chosen filter parameter.
2.5. Saved filters
A selected filter set can be saved for quick reuse — especially convenient for regular broadcasts and recurring audience segments. After setting the desired parameters, click «Save filter» and give it a clear name. Saved filters are applied with a single click from the dropdown list at the top of the panel and are used in Smart Mailing when selecting a segment. For more on working with saved filters, see «Saved Filters».
Tip: give saved filters descriptive names — for example, «Active base 30 days no purchases» or «VIP — paid over $500». This simplifies team workflow and lets you quickly select the right segment without re-setting parameters.
3. Filters
28+ filters are available. Each can be used individually or combined with others (see §2.3 on AND/OR logic).
3.1. By Phone Number
Returns all subscribers who have the specified phone number in their profile.
3.2. By Email
Returns all subscribers with the specified email address in their profile.
3.3. By Customers
Filters by a specific subscriber or several subscribers.
3.4. By Tunnel
Displays subscribers from the selected tunnels.
3.5. By Lead Generation Tool
Displays users who subscribed through the selected lead generation tools.
3.6. By Traffic Source
Filters by «Traffic Source» (LGT).
3.7. By Communication Channel
Filters by the communication channel (chatbot) the subscriber is connected to.
3.8. By Connection Status
Filters by the subscriber's connection status.
3.9. 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.
3.10. By Ordered Offer
Filters by the presence of created orders for selected offers.
3.11. By Purchases
Filters by the presence of successful purchases for selected offers.
3.12. By Tags
Filters by the presence of specific tags assigned to the subscriber.
3.13. Days After Last Message
Filters by the time of the last message in the chat with the subscriber. Helps identify users still within Facebook's or WhatsApp's 24-hour rule, allowing you to send messages without restrictions.
3.14. Had Chat With
Filters by the presence of a chat with a specific platform user (manager).
3.15. By Creation Date
Filters by the time the subscriber appeared in the system. Specify two dates: From and To. Returns all subscribers who appeared in the system during the specified period.
3.16. By Custom Fields
Allows filtering people by custom fields.
3.17. By Sent Sender
If you need to filter clients who received a smart sender, use the «Sent Sender» filter.
3.18. By Failed Sender
If you need to filter clients who did not receive a smart mailing, use the «Failed Sender» filter.
3.19. By Sent Buttons
Filters users who received a specific button sent via the platform.
3.20. By Clicked Buttons
Filters users who clicked on the selected button.
3.21. By Webinars
If you use webinar service integrations and want to filter subscribers based on webinar attendance, apply this filter.
The dropdown list displays the webinar date, duration, and number of viewers. «Duration» filters by length of viewing — for example, set 30 to 45 minutes to show all attendees who watched in this range.
3.22. Has Purchases
This filter displays clients who made at least one purchase.
3.23. 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.
3.24. By Visited Sites
Filters users who visited the site. This filter activates after installing the inite code on the website.
3.25. By Page Subscription
The «By Page Subscription» filter works correctly only for Instagram. For correct functioning, also apply the «By Communication Channel» filter and select the Instagram bot.
3.26. By AI Assistant Status
Filters by the AI Assistant status: «Active» or «Inactive».
3.27. By AI Assistant
Filters by the specific AI Assistant assigned to the subscriber.
3.28. By Telegram Group/Channel Membership
The filter lets you segment leads/customers based on whether they are members of a specific Telegram group or subscribed to a channel.
To use this filter, first confirm subscribers' status via the action block «Verify Telegram Chat Member».
4. Special filters in the «Orders and Sales» section
Filters apply to 3 subsections of Orders and Sales: All Orders, Recurring Orders, Invoices.
4.1. By Customers
Filters by the client's name. You can specify multiple names at once.
4.2. By Payment System Account
Allows you to select the required merchant (payment system).
4.3. By Tunnel
Displays subscribers from the selected tunnels.
4.4. By Lead Generation Tool
Displays users who subscribed through the selected lead generation tools.
4.5. By Ordered Offer
Filters by the presence of created orders for selected offers.
4.6. By Ordered Offer Category
Filters by the category of offers.
4.7. By Creation Date
Filters by the time the order was placed. Specify both dates. Returns all orders created within the specified period.
4.8. By Price
Filters by the price of the created order. Specify two numbers — returns orders falling within the specified price range.
4.9. By Sales Manager
The «By Sales Manager» filter in the «Orders and Sales» section displays all sales assigned to the specified manager.
4.10. Order Verification Status
Filters by the order's status.
Related instructions
Instruction name | Purpose |
|---|---|
Saved Filters feature for storing filter sets for reuse and in Smart Mailing. | |
Фільтраційна Панель — UA version of the instruction. | |
Фильтрационная Панель — RU version of the instruction. |
Glossary
Term | Definition |
|---|---|
Filter Panel | Universal subscriber segmentation tool on the Leeloo.AI platform. A cross-cutting spine — available in all sections with a subscriber list. |
Logical AND | Mode for combining multiple filters where only subscribers meeting all conditions simultaneously appear in the result. Enabled by default. |
Logical OR | Mode where subscribers matching at least one of the applied filters appear in the result. Activated by turning off the «Match All» toggle. |
Inverted filter | A filter that acts in reverse — excludes subscribers with specified attributes instead of including them. Available for tunnels, tags, communication channels, and deals. |
Saved filter | A named set of filtering parameters saved for repeated application and use in Smart Mailing. |
Segment | The result of filtering — a subset of subscribers matching the given conditions. Used as a target audience for broadcasts and manager interactions. |
LGT | Lead Generation Tool (mini-landing, widget, pop-up, form, etc.) through which the subscriber entered the system. One of the main segmentation filters. |
Tunnel | Sales Tunnel — an automated scenario for interacting with the subscriber, composed of message blocks, actions, delays, and conditions. |
Tag | A label assigned to a subscriber manually or automatically. Used for flexible segmentation and targeting. |
Client's Card | Centralized subscriber profile in Leeloo.AI where all their attributes and actions are recorded. The data source for all filters. |
AI Assistant | LLM module that maintains dialogue with the subscriber on behalf of the brand. Status and assignment to a subscriber are available as filtering parameters. |