Click any user in the left-hand list within the Clients section to open a window showing their information and chat history.

The Clients section lets you chat with users from multiple messengers in one unified interface, eliminating the need to switch apps.

Client data and information

The client card in the right sidebar displays the client's full profile — from standard details to custom variables collected via bot, landing pages, or third-party integrations.

Note

All data is fictional; any resemblance to actual persons is purely coincidental.

The card includes several subsections:

  • About
  • Comments
  • Deals
  • Tasks
  • Courses

About

Every client card contains default information fields and action buttons for interaction.

Note

All data is fictional; any resemblance to actual persons is purely coincidental.

The client card displays the client’s messenger profile picture (if available) and their name as registered in the messenger (phone number, username, etc.).

To change the client's name, click the pencil icon and enter the new name.

Client ID is the client's unique identifier within MaviBot. This client_id is used in MaviBot functions and is often required for client-related operations such as searching, linking, and other actions.

Use the Transfer client button or the Owner field to assign an owner to the client.

The client card displays the client’s current funnel stage and allows you to move them between stages.

If the client is not linked to any deal or funnel, the deal stage will not be displayed.

If you have multiple funnels, their stages remain hidden until you click on a specific funnel to change the client’s stage.

You can also add tags or assign the client to a list in this block. Tags and lists can be created directly from the client card:

How to add a client to a list or assign a tag

Use the About tab to tag the client or add them to existing lists.

To add a tag, click the "+ Tags" button. In the window that opens, enter the tag name in the empty field and, if desired, choose a color for it.

Add as many tags as needed, and check the box next to each one to assign it to the client.

To edit or delete a tag, click the pencil icon, then make your changes or remove the tag in the window that opens.

Later, you can use these tags to filter clients in the search.
Similarly, you can also create client lists:

Enter the list name in the required field and, optionally, select a color for it. Then check the required list.

There is a section with variables and a variable editor below the client card.
You can add a variable from this block by selecting the type of variable (customer variable or deal variable) and specifying its name and value.

The card also contains system variables. The documentation will focus exclusively on these, since the set of variables you can define in your project will be unique.

More information about variables is described here.

  1. Tag — a tracking variable that shows where the client came from. Learn more about tags here.
  2. Creation date — the date and time the client was created, shown in the project's time zone.
  3. Last action — the timestamp of the most recent activity with this client.
  4. Source — the messenger the client used to contact you.
  5. Messenger ID — the client’s unique identifier within the messenger (platform_id). Used for exports, API functions, search, and other operations.
  6. Linked to a bot — the name or ID of the bot the client is connected to.
  7. Funnel position — the block number in the flow diagram (Funnel Builder) where the client is currently located.
  8. Owner — the email of the employee assigned to the client. If assigned to you, it shows "Your client".

If the client is in a funnel block with a scheduled delayed message, the variable "Messages scheduled" will appear:

More about scheduled messages

If you click on the parameter, a window with the list of scheduled messages will open.

The modal displays:

  • The block number where the message is scheduled
  • The message text or block name (if provided)
  • The scheduled date and time for sending

You can adjust the date and time by:

  1. Selecting a new date from the calendar.
  2. Entering a new send time.
  3. Clicking the "Confirm" button.

If you don’t click Confirm to save the changes, the message will be sent according to the original schedule.

Save all the changes you make to send messages correctly.

You can:

  • Send the block immediately (click the letter icon button).
  • Cancel the scheduled send (click the crossed circle button).
  • Leave it unchanged (click the "X" in the top-right corner).
  1. Proxy links — displays the number of proxy links associated with the client. You can open a table of these proxy links by clicking on it.

Comments

The "Comment" subsection allows you to leave notes within the client's chat, which the client will not see.

This is convenient when clarifying a client’s question or when multiple operators or employees from different departments collaborate on the same client.

You can also leave a comment by clicking on "Convert to comment" while writing a message.

The comment will display its creator and the date/time. You can also delete, edit, or pin a comment left in the dialog. You can select an action from the side menu.

Deals

The "Deals" tab displays all the client's deals, both active and already completed.

An example of a successfully closed deal:

If the deal is closed but you need to add a variable to it, you can do so by clicking on the active line labeled "+ New variable."

In this tab, you can create a new deal for this client.
Click "+ Create a deal" and enter the details in the creation form. Specify the budget, set all the necessary data, and select the funnel state for the created deal:

Tasks

The "Tasks" section will help you assign a task to a responsible employee and not forget about its completion.

You can create a task by clicking the button with the same name.

To create a task, specify the task name, enter its description and priority, and set the completion date:

When the task is created, it will be displayed in the section with its description and dates of completion.

Chat

The upper part contains the client’s name, the time of his last activity, and his messenger ID.

Buttons and menu in the block:

  1. Pause the bot — suspending the bot for this client for 24 hours, or restarts the stopped bot.
  2. Word search for messages — searching the dialog based on specified words.
  3. Show/hide the side menu — hides or displays the left panel of the "Clients" section.
  4. Mark the dialog as unread — marks the client’s last message as unread.
  5. Unpin Dialog / Pin Dialog — unpins or pins the dialog in the client list. Pinned dialogs are always displayed at the top of the client list.
  6. Block/unblock the client — blocks or unblocks the client.
  7. Delete a client — removes a client from MaviBot.

The dialog window displays messages from the client, messages from managers and the bot, as well as system notifications highlighted in yellow (such as callbacks and comments that the client cannot see)

All messages contain a context menu. Regular messages can be pinned or deleted

The pinned message will be displayed at the top, indicating the time of sending. You can unpin the message by clicking the "X" button.

You can resend a message to the client, with the option to change the message subject (for email bots) when forwarding, for example, from Telegram to email.

All employees except operators can delete messages. To limit the ability to delete messages, you can configure roles.

How to work with roles is described in the article "Employees."

Message Sending Form

Main input field — the primary field for entering a message to send to the client.

Form Menu

  1. Insert Emoji — opens the emoji picker. Simply click an emoji to add it to your message.
  2. Attach File — upload a file to send to the client. Opens a menu where you can choose the file type. In the same window, you can also view previously uploaded files, including their name, size, and upload date. Unnecessary files can be deleted.

You can also upload images directly from your clipboard by pasting them into the main message input field. The image will be uploaded to our service and will occupy 1 of the 40 available upload slots.

A project can store**** up to 200 files. ****Once the limit is reached, you must delete an existing file before uploading a new one.

  1. Quick Replies — allows you to create reusable message templates for communicating with clients. You can also organize templates into folders for easier navigation and categorization.

After clicking the button (see the example above), a small dialog will open where you can enter the folder name for your Quick Replies.

  1. Send a Message from the Flow — allows you to send a message from a specific flow block. After the message is sent, the client is redirected to the selected block, and all further actions follow the configured flow logic.
    In the block selection window, choose the desired flow block. You can filter blocks by color (type) or search for them by description, ID, or response text.
  2. Convert to Comment — converts the current message into an internal comment, allowing you to prepare a more complete response or leave notes for other team members.

Learn more about comments in the "Comments" section.

  1. Timer icon — opens the scheduled sending menu, where you can choose the exact date and time when the message should be sent.
  2. Send button — sends the message to the client.

You can insert variables using the format #{variable_name}. The client will receive the value of the corresponding variable instead of its name.

You can also resize the message input area by dragging the top edge of the message box.

  1. Generate Text with AI — generates message content using AI.

Difference Between the Client Owner and the Deal Owner

In the CRM and client conversations, the Client Owner and the Deal Owner are two different roles, although they are closely related.

  1. Client Owner is responsible for building and maintaining communication with the client.

In MaviBot, the Client Owner is the manager (project employee) who is currently communicating with the client in the Clients section.

There are three ways to assign a Client Owner:

  1. Click Take Client.
  2. Click Transfer Client.
  3. Select an employee in the Owner field.

  1. Deal Owner is responsible for a specific sales stage or deal, such as handling the Initial Contact stage, closing a contract, or fulfilling an order.

To view Deal Owners, open the client's profile and navigate to the Deals tab.

The Client Owner and the Deal Owner can be different employees within your project.

This means that multiple employees can work with the same client, while each individual deal can have its own assigned owner. You can also automatically reassign the Deal Owner as the deal moves through different CRM stages.