Mobile application
MaviBot App – Your business in your pocket! Stay connected with your clients on the go, without needing a laptop.
With the MaviBot app, you can create anything from simple sales funnels to fully automated chatbots — virtually the entire platform’s functionality is available right on your smartphone.
Key benefits of the MaviBot mobile app:
Two-factor authentication to keep your account secure
Push notifications so you never miss a client or a message
View existing tasks and create new ones on the spot
Access your built-in MaviBot CRM anytime, without a laptop or computer
Full analytics for all your projects at your fingertips
Configure your courses and upload new materials directly from your phone
You can download the mobile app from the App Store or Google Play.
Getting started with the Mavibot App
Logging in to the App
After installing the app on your mobile device, you’ll need to log in. Sign in to your existing MaviBot account using your email address or a social media account.
If you use the iOS app, you can also sign in with your Apple iCloud account.
Your data is protected by two-factor authentication.
You can enable two-factor authentication in the app. Once enabled, the app will prompt you to enter a verification code from the messenger you selected for two-factor authentication.
The "Profile" section will open after successful login. When you select a default project, the "Clients" tab will appear.
Enabling two-Factor authentication (authorization)
Step-by-step guide to enabling two-factor authentication in the MaviBot app
Step 1. Go to the Profile section. In the top right corner below your avatar, tap the menu button (three dots). A popup menu will appear. Tap "Edit".
Step 2. At the bottom of the window that opens, find the Security settings. Enable the toggle for "Enable two-factor authentication". You will see buttons to select channels and set the default messenger where the verification code will be sent.
Step 3. Choose the messenger(s) for authentication.
You can select one or multiple channels. This is where login notifications and verification codes for authentication will be sent.
When connecting Telegram, you will be redirected to the official MaviBot.ai bot, where you need to press "Start". You will receive a message from the bot saying, "Account successfully linked to Mavibot."
From that moment, your data is protected by two-factor authentication. Notifications about new logins—including IP address, location, and login time—will be sent to this chat with the official MaviBot bot.
Main app sections
The right-hand menu displays the main sections currently available in the app.
In the "Profile" section, select any project. The "Clients" tab will open, showing all conversations with clients for the selected project. To access the main app sections menu, tap the "Menu" button (three horizontal lines) in the top left corner.
The menu that opens contains buttons for navigating between the main sections, designed to streamline and enhance your client management experience:
Clients ссылка
MavibotCRM ссылка
Tasks ссылка
Lists ссылка
Mailings ссылка
Courses ссылка
Broadcasts ссылка
Profile ссылка
Analytics ссылка
Clients
The "Clients" section displays conversations with customers. Depending on the employee’s role settings, the following dialog tabs may be available: All, Unanswered, Mine, Available, and Filter.
Client filter
To filter clients by specific criteria, open the filter settings. In the "Clients" section, tap the menu button (three dots) in the top right corner to open the filter form.
Set the desired filter criteria and tap Filter. Clients matching the filter parameters will appear under the "Filter" tab.
You can save filter settings and reuse them later for quick client filtering.
Client dialog
Let’s review the main sections of a dialog and the app’s available features.
As an example, select a random dialog from the list: clicking it will open the chat with the client saved in the project.
Let’s take a closer look at each tab and button within the dialog:
1 – "Stop Bot" button
To prevent the bot from interfering in the conversation between the manager and the client, you can pause the bot for this client.
2 – "Client Conversation Actions" menu button
This menu includes:
Search within messages
Mark conversation as unread
Block client
Delete client
3 – "Add Attachments" button
You can add images, audio, video, and other files. Use materials already uploaded to Mavibot or add new ones. Files can also be uploaded via a URL.
Bulk file actions allow you to select multiple or all files and perform the necessary operations with them.
4 – "Quick Replies" button
You can create response templates to save time typing. Simply tap the desired reply, and it will appear in the message input field ready to send.
5 – "Send message from funnel" button
You can select a block from the funnel and send it to the client. This allows you to trigger another scenario for the client, move them through the funnel, or send pre-prepared responses.
6 – "Message input" button
Client information
Client assignment buttons:
- Take client; - Decline
The "About client" tab displays all client information, just like in the desktop version of MaviBot, including:
a) variables b) tags and lists c) client name d) client ID and much more
The "Comments" tab: Here you can leave your notes for each client.
The "MavibotCRM deals" tab: Here you can see the stage your client is at in the CRM funnel.
The "Tasks" tab shows tasks assigned to the client.
Top bar:
Client name
Client ID: easily copied by clicking the copy button next to the ID
Link to the conversation with this client
Client conversation actions menu Message
Messages from the client appear in gray chat bubbles, while messages from the bot and manager appear in blue.
Depending on the employee’s role settings, deleting messages and pinning messages may be available. To do this, press and hold a message until a popup menu appears with the options: Delete / Pin Message / Copy Message Text.
Students
You can register a new student by clicking the "+" button. This will open the registration settings menu.
You can filter the student list by clicking the filter icon. The filter settings will then open:
You can perform certain actions in the student’s card by tapping the three dots in the top right corner.
MavibotCRM
You can add a deal by clicking the "Quick add" button or the blue "+" icon.
The "Create deal" menu will open with the "General information" tab displayed:
And also with the "Deal variables" tab.
You can also open the filter settings (1) and funnel settings (2):
In the filter settings, you can choose how to display data: by deal categories, clients, employees responsible for deals and clients, deal amount, variables, creation date, lists and tags, as well as statuses.
After applying the settings, give the filter a name, and it will appear under "Saved filters". To reset all filter settings, click the "Reset filter" button.
Filter settings
In the funnel settings, you can change its name, select the currency (rubles, euros, dollars, and others), and add or edit stages. You can also customize the field display in Board view, manage hidden stages, and configure deal output, actions, and online booking.
Don’t forget to enter your company’s address and configure the display of variables on deal cards. You can also delete all stages from the funnel by clicking the "Delete all stages" button.
Tasks
It is easy to create and edit tasks with convenience in the "Task planning for employees" section.
To open a task description, simply click on it. Within the description, you can change the due dates, assign a responsible person, and specify the client related to the task.
Tasks: all tasks
1 – You can change the Tasks section view to Board, List, or Kanban.
2 – Task search icon. Tapping it will open the search field.
3 – Task filter icon. Tapping it will open the filter settings menu.
Task filter settings
In the open task, there is a menu (three dots) in the top right corner. Use it to navigate to the conversation with the client specified in the task or to delete the task.
Edit task
In the open task, you can also add participants (employees), clients, select the status and priority, edit the description, set the due date, and more.
Lists
This section is similar to the Lists section in the web version of the builder. It has two tabs: Lists and Tags.
Working with lists:
Create a mailing list campaign
Add to list
Remove from list
Remove clients from the project
Delete list
Edit list: change name
Working with tags:
Create a mailing campaign by tag
Add to tag
Remove from tag
Remove clients from the project
Delete tag
Edit tag: change name and color
To open the settings menu for a list or tag, tap the three dots next to the selected list or tag.
To add a new list or tag, tap the blue "+" icon in the bottom right corner of the screen.
Mailings
This section corresponds to the "Mailings" section in the web version of the builder:
The app now supports creating mailings via messengers and email (if the channel is connected). To create a new mailing, tap the blue "+" icon in the bottom right corner of the screen.
The mailing setup menu will open.
The mailing creation form has three tabs: Recipients, Message, and Sending.
On the Recipients tab, you can select your audience. If no filters are set, the mailing will be sent to all subscribers. Here, you can specify filter types, Mavibot CRM statuses, exclude unsubscribed users, and more.
The "Message" tab allows you to edit the text, add attachments, buttons, and other elements.
The "Sending" tab lets you schedule the mailing or send it immediately, as well as split it into multiple parts.
You can configure mailings just like you do on the MaviBot platform using a laptop or desktop computer.
See the article "Mailings in messengers" for more details on mailing settings. ссылка
Click the "Preview" button to review your mailing settings before sending.
Courses
Course editing for authors is available both on the official MaviBot website and through the mobile app.
Additionally, your students can take their courses using their smartphones.
In this section, you can view the courses already created within the project, as well as edit them and add new lesson materials.
To edit the main course settings, click the blue button labeled accordingly. There you can:
Change the course title and description
Apply text formatting options similar to those available on the MaviBot platform via laptop or desktop
choose other settings:
Payment system selection: The app allows you to choose payment via the bot or through Wallet pay/Allpay/Wayforpay/Stripe/Paypal/INXY payments/Coinpayments.
Using "Hide labels", you can hide the Mavibot label if needed.
When you enable the "Cover settings" toggle, you can align the cover image by adjusting its height and the top and bottom margins (numeric values can be entered in the fields).
If you want to use your own logo, enable the "Custom header logo" toggle. In the URL field, enter the link to the logo file you want to display or upload an image file directly.
If you want to prevent your original course text from being copied, enable the "Disable text copying" toggle.
To display navigation buttons, use the "Show lesson navigation buttons" toggle.
To show a preview image in the student’s course list, enable the corresponding toggle and upload an image either by file or via a URL.
Customizing the student dashboard appearance
The settings in this window are self-explanatory: here you can configure how the course will be displayed to your students.
Here you can upload a cover image for the course, choose a background color, and customize navigation buttons—for example, linking to a welcome video from the course authors.
As mentioned earlier, the mobile app allows you not only to edit the main course settings but also to add new training materials and set or edit pricing plans.
At the top of your smartphone screen, you’ll see a field with the section name: expand this field and navigate to the settings for the course element you want to edit.
Swipe right for quick navigation.
You can apply settings similar to those available on the MaviBot platform for desktop and laptop computers to each course section—whether plans, student chats, or others.
To add a new plan, module, lesson, or edit an existing one, navigate to the corresponding section. There, you’ll see the current plans, modules, and lessons in your course and be able to apply new settings.
Broadcasts
The "Broadcasts" tab allows you to add new live broadcasts or automated webinars to your project, as well as edit existing ones.
You can select the type (live or automated webinar), set the title, date, and time, and apply other settings when adding a new broadcast or webinar:
In addition to configuring the broadcast through the mobile app, you can also manage the room settings during a live broadcast.
To do this, go to the Room settings tab, where you can enter the host’s name and upload their avatar if needed. You can also set up and customize buttons that link to the desired pages or videos for your students.
Banner, chat, and script settings are also available.
Use the toggles to configure convenient online broadcast settings and, if needed, display your course plans.
Analytics
The "Analytics" section has two tabs: Dashboards and Clients. You can view analytics for any time period, including a custom range selected on the calendar.
The "Dashboards" tab includes:
Clients
Clients by Channels
Requests
Messages Sent
Messages Received
Unsubscribed from Messages
You can delete clients who have unsubscribed from the bot in this section.
The "Clients" tab includes:
Clients: the number of clients by day. You can set filters by parameters to get analytics for clients with specific attributes.
Variable tracking: For the selected variable, three parameters are tracked — total clients with this variable; of those, how many are subscribed to the bot, and how many have unsubscribed.
If you have any problems, just contact personal account support! We do our best to fix issues as fast as possible.
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