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Messenger review

Written by Viktor Ivanon

Updated at April 26th, 2026

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  • Introduction
  • Spots
    Statistics Spots Landings Broadcasts Mailing
  • CRM
    Clients Messenger Tasks Reports Ignoring Mail
  • General settings
  • Setting up analytics and tracking
  • API and Integrations
  • All about setting up business processes
+ More

Table of Contents

🔵 1. Left column — Chat list ⚪ 2. Center — Chat Window 🔷 3. Right panel - Client and deal information 🔄 The “Business Process Information” block 📋 Contact Information Block: 💼 Transaction Information Block: 📌 "Tasks" and "Notes" blocks: 🖼 “Media ” block: ⚙️ 4. Bottom panel - Reply field and tools 💡 Useful features

The messenger combines a client communication tool, a CRM map, and manager workflows. It is divided into four main zones , each responsible for a specific aspect of the interaction.


🔵 1. Left column — Chat list

This is a list of all current conversations with clients.

Functions:

  • 🔍 Search — you can find a chat by name, tag, message, or @username with or without the at sign.
  • 🧪 Custom filters — create your own filters directly in the messenger, choosing from a full list of available parameters: tags, statuses, dates, managers, spots, and other criteria. Flexible customization of deal display is tailored to your needs and workflows.
  • ⚡️Quick access tabs are a convenient tool for instantly accessing a list of deals that match the selected filter: All, Pinned, Manual, Auto, Ignore, as well as any custom filters you've set up.
  • 🧩 Filtering by tags is convenient for working with segments (for example: "topped up", "registration").
  • 📑 Archived chats - enabled by clicking.
  • 🟢 Message status - sent, new message, new system notification, error
  • 👤 Client name + last message.
  • 📆 Date of last message or activity.
  • ⚙️ Translation settings button — use this to enable or disable notifications, set the default language for all chats (if you select a different language in a specific chat, it will apply only to that chat), and customize the display of interface elements.


⚪ 2. Center — Chat Window

The main area of communication between the manager and the client.

Functions:

  • 💬 Client and manager messages — text, voice, photos, videos, and files are supported. Messages can use standard and custom macros:

➖ {link} - the registration link is inserted;
➖ {user_name} - the username of the TG is substituted;
➖ {offer} - the name of the offer is substituted;
➖ any custom variables ;

  • 🌐 Auto-translation — built-in message translation (original + translation shown).
  • ✏️ Text input field — you can write, add attachments, emoji, templates, etc.
  • 🔁 Action history – records changes to stages, tags, responsible parties, statuses, etc.
  • 🔼 The "Up" key on the keyboard allows you to quickly edit the last message you sent: when pressed, its text is automatically inserted into the input field for editing. The "Esc" key closes the input field and cancels editing of the current message.


🔷 3. Right panel - Client and deal information

The section on the card on the right contains all the information related to the client and their lead.

🤖📊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.

🔄 The “Business Process Information” block

Business process - displays the name of the current business process within which the client is located.

Funnel - displays the name of the line on which the current business process is installed.

Next step - displays the name of the next block (step) of the business process that the client will reach.

Status - indicates the current status of the transaction.
It is divided into two types:

Manual - the business process has stopped and manager intervention is required.

Auto — the lead is processed automatically according to a specified business process chain.

📋 Contact Information Block:

  • Unsubscribe date
  • Subscription date
  • Bayer
  • Telegram ID
  • Source and platform
  • Campaign, ad, ad set, etc.
  • Country, spot, creation date, first sale amount
  • Registration link
  • Responsible manager
  • Tags
  • Number and amount of repeat sales

💼 Transaction Information Block:

  • Transaction stage
  • Line (1 or 2)
  • Spot
  • Offer
  • Communication channel

📌 "Tasks" and "Notes" blocks:

  • 📆 Adding tasks - you can specify a description, date, and time.
  • 📝 Notes are the manager's internal comments, recorded with a signature and time.

🖼 “Media ” block:

Allows you to view and manage files uploaded during communication with a client:

📷 Photos, videos, and voice messages sent by the client or manager 
📎 Documents and other attachments
🔍 Preview and download options

📂 Convenient for storing, analyzing, and quickly accessing important materials in correspondence.


⚙️ 4. Bottom panel - Reply field and tools

  • 💬 Text input + send button
  • 😀 Emoji, commands, voice, quick actions (depending on settings)
  • Bull button:

💬Suggest a response - if the client is writing in another language, select the desired language in the translator, and the AI will generate a competent and relevant response in your language.
🤖Auto mode enables fully automated conversations with the AI agent. A detailed description of the functionality settings is available here .
⚡️One-time task - allows you to assign a single action to the AI agent within the current dialogue.
For example: find the client's name in the correspondence and write it in the required field.

  • 📎 Attaching files (you can also add them via drag and drop)
  • 🧩 Using templates
  • 🌐 Translate outgoing messages into your chosen language
  • 👁 Reading the dialogue if the client doesn't need a response


💡 Useful features

  • 📌 Recording what's important — you can tag key clients, add tasks, and add notes.
  • 🕓 All communication and action history is saved in a timeline.
  • 🤖 Integration with robots – allows you to automatically translate stages, add tags, etc.
  • 🔄 Message translations — two-way automatic translation on the fly (see examples in the chat).
  • 🧩 Sending templates — easily save your client communication script and send quick messages
chat messenger

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