Actions

Add action field

This field is a dropdown list of actions that can be configured within the block.

Adding an action:

To add an action in the block, click "+ Add action."

You can select an action from action lists:

You can add multiple actions:

Move through funnel

You can select which sales funnel stage in MaviBot CRM the client will be placed in when entering this block. This is useful not only for advancing the client through the funnel stages but also for clear segmentation of clients by categories. For example, requests from individuals can go into one column, while those from organizations go into another column in MaviBot CRM.

Add to list / Remove from list / Move to list

Clients can be added to lists.

Lists are used not only for segmenting the database but also for setting up basic analytics based on the lists.

The action "Move to list" means the user will be removed from list A and added to list B.

You can create new lists and manage them in the Lists section, located in the left menu of the builder.

When a client enters a block with configured list actions, their assigned lists are automatically updated.

In the Clients section, you can:

• Filter clients by list membership

• View which lists a client belongs to in the right-hand menu of their dialog

• See all assigned lists in the client's profile card

Add tag / Remove tag

Tags simplify client segmentation and help visually navigate dialogues in the Clients section. Like lists, they can also be used to filter clients.

You can create and manage tags in the Lists section under the Tags tab. After entering a block with the "Add tag" action, the corresponding tag will appear in the client's dialogue.

And you can also see tags in deals in CRM:

Run Python code

Before entering a block where the action to execute Python code is used, you need to assign the variables used in the Python script.

All variables available in the Calculator will be accessible in the script: they will be passed in a dictionary named data; there is no need to create it beforehand.

Example: In the "Start" block, variables first and second are assigned.

Next, in the second block, set the action "Run Python code":

In the Python code, you access these variables by their keys in the data dictionary, matching the variable names from the first block (creating variable a). Alternatively, you can refer to the variable the same way as in text output (creating variable b).

Please note regarding the creation of variable b — before executing the script, all variables in the format #{variable_name} are replaced with the values of the corresponding variables, just like when sending a message to the client.

At the end of the script, the variable result is returned containing {'a': a, 'b': b, 'sum_ab': sum_ab}. You must return data in this exact format so that new variables will be created, where the variable names correspond to the dictionary keys, and their values correspond to the dictionary values.

Errors

Failed to download file – an error that occurs when the saved code file fails to download for execution during message sending.

result is not dict – the returned value must be a dictionary in the key–value format, as shown in the example below: