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System notifications in Messenger

Written by Viktor Ivanon

Updated at April 21st, 2026

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Table of Contents

📌 Which events are displayed? 1. Client's financial actions 2. Automatic stage change 3. Manager's actions 🧠 Why is this necessary? 💡 Helpful tips

System notifications are automatic messages that record important events and actions within a client's profile. They appear in the central section of the messenger (in conversations), under the timestamps, and are always accompanied by the exact date and time.


📌 Which events are displayed?

The system automatically records and displays:

1. Client's financial actions

💰 The client made a deposit
Example: The customer made a second deposit of 100.0

2. Automatic stage change

🔄 The stage changes automatically when certain conditions are met (for example, after a sale or a trigger in a robot).
Example:
The system has changed the status from ● Sold to ● Resold

3. Manager's actions

🔁 Manually transitioning a client between stages
Example:
The manager ... changed the status from ● Ignored to ● Transferred for sale

📦 Transferring a transaction to the archive
The manager ... moved the transaction to the archive

📤 Unarchiving a transaction
The manager ... unarchived the deal

✏️ Edit message
The manager ... edited the post

📸 All these examples can be seen in the screenshot


🧠 Why is this necessary?

  • Transparency – you can always see who performed what action and when.
  • Interaction history – conveniently track the customer’s journey through the funnel.
  • Monitoring the actions of managers is especially important when working with multiple operators.
  • Automatic process logging helps monitor the robots' correct operation.

💡 Helpful tips

  • Use system notifications to restore the chronology of communication and sales.
  • If disputes or misunderstandings arise within the team, refer to these notes.
  • Keep track of which robots are creating automatic transitions - everything will be displayed here.
messenger alerts notifications

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