Changes — data changes

The Changes category is steps that change lead or conversation attributes without sending messages. A tag is added or removed, the sale status is updated, an operator is assigned or unassigned, or the

Updated August 30, 20263 min

The Changes category is steps that change lead or conversation attributes without sending messages. A tag is added or removed, the sale status is updated, an operator is assigned or unassigned, or the lead is moved to another flow from a specific step. The lead does not see these steps — they are service operations that prepare data for subsequent logic or for the operator team.

These steps are the foundation of automation. Without them, the bot turns into an “answering machine” that does not remember the results of the conversation. With them, every lead response, every event from Tracker — Overview, every AI decision leaves a trace in the customer profile: a tag, status, operator, or transfer to another funnel. The same information is then visible in Messenger(lead profile), Users(database filtering), Analytics(conversion by segment).

Which step to use when

Tag a VIP lead after a large deposit — Change Tag. Move them to a reactivation-flow after successful registration — Change Flow. Update the sale status (Registration → FD → RD) — Change Sale Status. Distribute chats among operators or assign a specific manager — Operator. They often come after AI Reply (which has clarified something with the lead) or after Tracking steps (which received an event from the affiliate network).

4 category steps

Change tag — add or remove a tag

The Change tag step automatically assigns or removes tags. It is used as part of flow logic: “after registration — Registered tag,” “if a lead is routed to the “objection” Routing — HasObjection tag.”

Change flow — transfer to another flow

The Change flow step moves a lead from the current flow to another flow of the same bot. You can specify the exact step in the new flow where the dialog should continue. It is used to split the bot lo

Change sale status — update the sale stage

The Change sale status step automatically assigns to a lead. Unlike tags, there is only one sale-status at a time—the new one replaces the previous one. Used to track sales funnel stages: “Subscriptio

Operator — assigning an operator

The Bot Settings → Flow Settings → Operator section is responsible for distributing chats among operators and for which conversations each employee sees in the CRM. This is one of the most important s

—Change Tag— add or remove a tag from a lead. Supports adding/removing one or more tags at a time. The tag catalog is created in Tags — tags for segmentation.

—Change Flow— move a lead to another flow and specify a particular starting step. The main mechanism for connecting several funnels within one bot.

—Change Sale Status— update the stage of the sales funnel. The status catalog is created in Sale Status — sales funnel stages. One status per lead at a time.

—Operator— assign an operator to a chat or remove the operator from it. With probability — for even workload distribution among managers. Visibility for specific operators is configured through Assign Manager — chat distribution.

Use cases by segment

Changes steps are the most “business-oriented” of all. Specific scenarios:

—Affiliate marketing: after a Registration event from the affiliate network (a reverse signal comes to Tracker through Send Event) — Change Sale Status to FD-pending, Change Tag “registered”. After an FD event — Change Sale Status to FD-confirmed, Change Tag “depositor”, Change Flow to the reactivation funnel.

—E-commerce: after payment — Change Sale Status to “paid”, Change Tag “buyer”, Operator to the manager who handled the conversation. After delivery — Change Sale Status to “delivered”, Change Flow to follow-up to request a review.

—Support: AI decided that a human is needed → Operator with probability evenly across the on-duty shift + Change Tag “escalated”. After the operator closes the ticket — Change Sale Status to “resolved”.

—Info products: after course payment — Change Tag by plan (“basic”, “premium”, “vip”), Change Flow to the onboarding funnel. After completing the first module — Change Tag “started”; after completion — “completed”.

FAQ

Articles in this section

Change flow — transfer to another flow

Change sale status — update the sale stage

Change tag — add or remove a tag

Operator — assigning an operator

Flow step types

Steps are the building blocks of any flow. Each step performs one specific action: send a message, change a status, check a condition, send an event to Tracker . Connect steps with lines — and you get

Tags — tags for segmentation

The Bot Settings → Tags section is for tags used to label leads. They are similar in concept to , but much more flexible: a single lead can have multiple tags at the same time. Use tags for everything

Sale Status — sales funnel stages

The Bot Settings → Sale Status section is used to track the stage a lead is at within the sales funnel. Sale Status helps the team quickly understand: where the user is now which actions have already

Messenger

The Messenger section is the operator team's workspace within CRM . Here, you can view all bot or personal account dialogues, respond to leads, switch statuses, filter necessary chats, and open client

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Changes — data changes

Updated August 30, 20263 min

Which step to use when

4 category steps

Change tag — add or remove a tag

Change flow — transfer to another flow

Change sale status — update the sale stage

Operator — assigning an operator

—Change Tag— add or remove a tag from a lead. Supports adding/removing one or more tags at a time. The tag catalog is created in Tags — tags for segmentation.

—Change Flow— move a lead to another flow and specify a particular starting step. The main mechanism for connecting several funnels within one bot.

—Change Sale Status— update the stage of the sales funnel. The status catalog is created in Sale Status — sales funnel stages. One status per lead at a time.