The "Robots" feature allows you to set automatic actions (To) when certain conditions (If) are met in a deal. This is especially useful for guiding clients through various stages without the need for a manager.

🔁 Operation logic

Each status (funnel stage) can be assigned one or more robots:

• IF (trigger) is the condition under which the robot is triggered.
• TO (action) - what the system should do when the condition is met.

📌 Available conditions (IF)

1. Registration – the client has registered.
2. Sale – the first sale was made.
3. Repeat sales are subsequent purchases by a customer.
4. Message from a client – any incoming message.
5. Message from the manager – any outgoing message.
6. No message from client/manager – if there were no messages within the specified time.
7. A phrase in a message from a client /manager is a trigger for keywords or phrases.
8. Current time - the condition is triggered if the current time falls within the specified time range. You can specify a specific time or range so that the next block will only run during that time.

🧠 Using "Phrase" is convenient for auto-responses or triggers for specific queries.

⚙️ Available Actions (TO)

📌 An example of the actions is available in Screenshot.

1. Send a message – an automatic response from a manager or bot.
2. Transfer to stage – automatically transfers the client to another stage of the funnel.
3. Add tag – automatic tagging of clients.
4. Delete tag – delete unnecessary tags.
5. Add a comment – an internal note for the team.
6. Add task – automatic task creation.

🛠️ Robot control

The following actions are available on each robot's card:

• ⚙️ Edit – change the condition/action.
• 📄 Copy – quickly copy its logic.
• 🗑️ Delete – delete the robot.

💡 Examples of useful automations

• If there is no response from the client within 10 minutes → move to the "Ignore" stage.
• If the client wrote “price” → send a message with the price list.
• If a sale has occurred → move the client to the “Made 1st sale” stage.
• If the manager sent a message → remove the “no response” tag.

✅ Recommendations

• Don't overload stages with too many robots - a few targeted ones are better than dozens of non-obvious ones.
• Make sure that the conditions do not conflict with each other.
• Test the robots' performance on test trades before using them in a real funnel.