The client card is the right panel in Messenger that contains all the key information about the lead: contact details, deal parameters, tasks, notes, and activity history.

It allows the manager to quickly see the client's status, interaction history, and necessary work data.

📌 Main sections of the card

1. 🤖📊AI Scoring button - when pressed, artificial intelligence is launched, which analyzes the chat and generates a short summary of the conversation, summarizes the dialogue, and offers possible recommendations.
2. Contact information – data related to the traffic source, platform, region, ads, registration, etc.
3. Deal information – funnel stage, support line, connected spot, offer, communication channel
4. Tasks – a list of active or completed tasks for the client.
5. Notes – a field for internal comments, notes, links and reminders.
6. Media - viewing media files (images and videos), documents, Telegram circles, and voice messages.

💰 Adding a sale manually

In the Contact Information block, opposite the Sales Date field, there is a “pencil” button.

By clicking on it, you can:

• Enter player ID
• Specify the sales amount
• Save the deal

After saving:

• The amount and quantity of sales are updated
• The date of the last sale is set

🔗 Registration link

The card contains a "Registration Link" field. This can be sent to the client.

If the client:

• Register via the link
• Make a purchase

📲 The information will automatically be pulled into the card :

• The registration date will be set
• Player ID will be added
• The amount will be added to sales
• The manager will receive a system notification

This is convenient for tracking the effectiveness of messages and working with traffic.

✏️ Setting up role access rights to the client card

The card can be customized and modified to suit specific business processes.

🔧 Entering setup mode

To open settings:

1. Click the "Edit" button ✏️ at the bottom of the client card.
2. After this, editing blocks will become available:

• Contact information
• Transaction information

🔐 Setting up access rights

To configure role access to fields:

1. Click the edit icon inside the desired block.
2. Open the settings for each field.
3. Select the roles that can view fields

Once saved, the changes are applied to all transactions in the messenger .

➕ Adding new fields

Using the "Add new field" button, you can create an additional field in the selected block.

Available field types:

• Date - Add date button
• Text - Add text button
• Selector (Dropdown) - Add Selector
• System field - preset parameters (for example, Spot )

For each field you can specify:

• Name
• values (for selector)
• display order (drag & drop)
• editing capability
• field visibility

🔄 Editing existing fields

Click the ✏️ icon next to the field name and enter a new name. After changing the name, confirm by clicking the check mark.

🧩 Customization options

• Delete a field - trash can icon
• Move - dot icon (drag & drop)
• Renaming — icon ✏️
• Hiding a field in a card — icon 👁

➕ Adding new blocks

To create a new block in a card:

1. Click "Add New Block"
2. Specify the block name
3. Click "Add New Field"
4. Configure the required fields
5. Grant access rights to roles
6. Save changes

Once saved, the new block will appear in the client card in the right panel of the messenger.

💡 Practical recommendations

• Hide fields that are not used in your work (for example, ad ID).
• Try to maintain a consistent card structure for the entire team —this will speed up the onboarding of new employees.
• Add only those fields that are actually used in the sales process .