User Card

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UA	US	RU

UA	US	RU

The client card contains the main information about your subscribers. You can open the client card from any page where there is a list of subscribers (for example, CRM, Chats, etc.).

On the left side of the client card, there are 8 main sections:

1. Detailed Information – contains the basic information about the client.

2. Subscription History – a list of all the client's subscriptions to tunnels.

3. Order History – data on the client's orders and payments.

4. Sales Plans – information about the sales plans the client is part of.

5. Tasks – a list of tasks assigned to the client by the manager.

6. Phone Calls – a history of all client calls with the option to listen.

7. Merge Subscriptions – the function to merge several profiles into one client.

8. Logs – a list of all the client’s actions on the platform http://Leeloo.ai .

This type of card includes the main customer data. It is available in the "Chats" section and other places where the customer card is provided.

1. Avatar – loaded from the messenger.

2. Customer Name – the subscriber's name (in this case, Viktor Pavlenko) loaded from the messenger.

3. "Open Chat" Button – opens a chat with the subscriber.

4. Customer Tags – displays all the tags assigned to the customer (e.g., React). New tags can be added using the "+ Add Tag" button.

5. "Create Task" Button – allows you to add a new task.

6. Subscriber’s Gender – allows you to manually select the customer's gender if the system did not detect it automatically.

7. Scheduled Tasks and Meetings – displays tasks related to the subscriber (for example, a Zoom meeting scheduled for January 30, 2025, at 20:30).

8. Logs – displays the subscriber's activity history on the Leeloo.Ai platform.

9. Phone Number – the customer’s contact number.

10. Customer Email – the subscriber's email address.

11. Comment Block – allows managers to leave notes about the customer (limit: 1000 characters).

12. "+ Add Information" Button – allows you to add additional information about the customer.

1. Subscriber Avatar – the image from the messenger.

2. Subscriber Nickname – displays the user's nickname.

3. Gender – pulled from Facebook or manually set.

4. Location – the subscriber’s location.

5. Time Zone – can be set manually.

6. Tag Field – the ability to add tags.

7. Edit Customer Name – change the name.

8. Custom Fields – additional customer data.

9. Email – the subscriber’s email address.

10. Phone Number – the contact number.

11. Communication Channel – the messenger through which the customer subscribes.

12. "Open Chat" Button – opens a chat in a new tab.

13. "Add Channel" Button – adds a new communication channel.

In this section, you can see which tunnels the subscriber is subscribed to, subscribe to new required tunnels, or unsubscribe from outdated tunnels and/or branches.

1. Communication Channel Selection – selecting the subscription channel.

2. Tunnel Name – select the tunnel for subscription.

3. Block Name – select the specific block in the tunnel.

4. "Subscribe" Button – subscribes the user to the tunnel.

5. Tunnel List – a list of current tunnels.

6. Subscription History on LGT in the Selected Tunnel.

7. "Unsubscribe from Tunnel" Button – removes the subscription to the tunnel.

8. "Unsubscribe" Button – removes the communication channel.

1. Information about the subscriber's orders and payments.

2. Information about the subscriber’s payment statuses.

3. Total amount of payments made by this customer.

4. Option to add a manual payment. More about manual payments.

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

6. Toggle between regular and recurring orders.

1. Add to Sales Plan – an action that allows adding a new entry to the sales plan.

2. Sales Plan Name – the name of the sales plan, helping to identify it among others.

3. Sales Plan Status – the current status of the plan (e.g., active, completed, in progress, etc.).

4. Sales Amount – the total sales amount planned or actually achieved within the given plan.

5. Manager – the name or ID of the manager responsible for the sales plan.

6. Assign Manager – an option to assign a specific manager to the plan to ensure it’s not changed automatically or accidentally.

1. Add a new task.

2. Display scheduled tasks.

3. Display completed tasks.

4. Tasks of the relevant section (points 2 or 3).

In this section, you can view the list of calls made to this customer via the platform’s telephony and even listen to them. There is also an option to upload the call recording.

1. Add Call – allows you to upload a call from an external source.

2. Avatar – displays the manager’s avatar who made the call.

3. Call Audio Player – allows you to listen to the recorded phone conversation.

4. Upload Recording – button to upload the call recording if it hasn’t been uploaded yet.

5. Manager’s Name – displays who made the call.

6. Call Status – shows the call result (e.g., "No Answer" means the customer did not answer).

On this tab, you can merge several different communication channels into one customer card.

By entering the name, email, or phone number in the search bar, a drop-down menu will show subscriptions that match the search request. After selecting the required account, a table will appear showing the data from the first subscription on the left, the data from the second one (found through the search) on the right, and the data that will be displayed after merging in the middle. You can move information to the central column using the “>>” or “<<” switches.

1. Information about the subscriber whose card you have opened.

2. Information that will be displayed in the customer card after merging.

3. Information from the selected customer card through the search for merging.

4. All communication channels of the future merged customer card.

5. "Merge" Button.

6. Cancel Action Button.

7. Switches that allow moving information to the main customer card.

In the “Logs” tab, you can view the list of all actions performed by the customer on the http://Leeloo.ai platform.

1. Action Date – the date when the action will or was performed.

2. Action Time – the exact time when the action will or was performed.

3. Action Description – a brief description of what is happening or has happened within this action.

4. Action Icon – a visual representation symbolizing the action type for easier understanding.