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  3. Manual — Manually Changing Lead Parameters

Manual — Manually Changing Lead Parameters

Manual is a block in → the Chat data tab, where the operator manually manages key lead parameters. Here you will find 6 main fields used in daily work: Sale stage, Status, Flow, Step, Manager, and Tag

Updated September 2, 20263 min
Manual is a block in Customer Card→ the Chat data tab, where the operator manually manages key lead parameters.
Here you will find 6 main fields used in daily work: Sale stage, Status, Flow, Step, Manager, and Tags.
This is one of the most frequently used blocks in the customer card — it is usually where work with a chat begins.


When to use

  1. Change the sale stage after a call — Sale stage
  1. Switch the chat to manual handling — Status
  1. Switch the user to another flow — Flow
  1. Return the user to the required step — Step
  1. Assign the lead to an operator — Manager
  1. Mark the user with tags — Tags



The six Manual fields

Field
What it changes
Example
Sale stage
Sales funnel stage
Lead → Qualified
Status
Technical status of the conversation
Auto → Manual
Flow
Current flow
Main → Returning
Step
A specific step within the flow
Welcome → Qualify
Manager
Assigned operator
— → Ivan
Tags
User tags
+VIP, +hot


Sale stage

Sale stage is linked to the sales logic:
  1. Lead
  1. Qualified
  1. Deposit
  1. Sale
  1. Retention
Configured in: Sale Status — sales funnel stages.


Status

Status controls chat behavior:
  1. Auto
  1. Manual
  1. Finished
  1. Pause
  1. Spam
Configured in: Chat Status — conversation statuses.


A single user can simultaneously have:

  1. Sale stage = Qualified
  1. Status = Manual
This is a normal situation.


Flow and Step

Flow

Flow defines the scenario the user follows.
Examples:
  1. Main Flow
  1. Returning Users
  1. VIP Flow
  1. Reactivation


Step

Step is a specific place within the current flow.
Example:
  1. Welcome
  1. Qualification
  1. Deposit Reminder
When changing the Flow, you must select a new Step. Without a specified Step, the user will not be correctly moved to the new scenario.
If the new Step should start running immediately, the chat must be in Auto status.


Manager (Assign)

The Manager field assigns the lead to a specific operator.
After Save:
  1. the chat appears for the operator in the Inbox Control — Managing Your Chat List(My Chats).
  1. messages start being sent to the new operator
  1. the assignee for the conversation changes.
Chat visibility for the team depends on: Assign Manager — chat distribution.
Automatic operator assignment is best configured via: Assign Manager — chat distribution and the step Operator — assigning an operator. The customer card is used for targeted manual changes.


Tags

Tags allow you to assign several tags to a user at the same time.
Examples:
  1. VIP
  1. hot
  1. escalated
  1. requires_attention
Tags:
  1. are created in Tags — tags for segmentation.
  1. are only assigned in Manual.
If the tag you need is not in the list, create it first in Bot Settings → CRM defaults → Tags.


How to change parameters manually

  1. 1

    1. Open the chat

    In Messengeropen the required conversation.
    The customer card will open automatically on the right.
  2. 2

    2. Open the Manual block

    The Chat data tab is open by default.
  3. 3

    3. Edit the required fields

    Available:
    Sale stage
    multi-select
    operator selection
    flow and step selection.
  4. 4

    4. Click Save

    Save is required. Without saving, changes are not applied.


Use cases

Sales — lead qualification

After the call, the manager realizes that the lead is ready to buy.
Changes:
  1. Sale stage → Qualified
  1. Tags → ready_to_buy
  1. Status → Manual
Save.

Support — escalation

The first-line operator cannot handle the issue.
Changes:
  1. Manager → L2 Expert
  1. Tags → escalated
  1. Status → Manual
After you click Save, the chat appears for the new operator.

Return scenario

The user registered but did not make a deposit.
Changes:
  1. Flow → Returning Lead Flow
  1. Step → Re-engagement
  1. Tags → cold
Save.


What to keep in mind

Manual is a tool for targeted changes.
If the same actions are repeated regularly:
  1. changing Sale stage
  1. changing Status
  1. changing Flow
  1. changing Step
  1. assigning a Manager
  1. changing, selecting, and removing Tags
it is better to automate this via a flow.
For automation, use:
  1. Change sale status — update the sale stage
  1. Change tag — add or remove a tag
  1. the Change status step — see the step group Changes — data changes.
  1. Operator — assigning an operator
  1. Change flow — transfer to another flow


FAQ

Yes.
Without Save:
changes are not applied
when you switch chats, the data is lost.

The user goes to the Step that is selected manually. There is no automatic transition “from the start of the flow”.

There is no undo.
If the error has already been saved:
restore the old values manually
click Save again.

The tag must be created in advance in: Tags — tags for segmentation.

After Save:
the chat will appear in the new operator's My Chats ( Inbox Control — Managing Your Chat List).
the chat will disappear from the old operator's My Chats


Related

Customer Card
The client card is the right-hand panel in , which opens when you click a chat. It contains 3 tabs : Chat data (current lead parameters + actions), Events (event feed), Media (all files from the conve
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
Chat Status — conversation statuses
Status is the main technical parameter of a conversation. It shows the current state of the chat and determines: who responds to the user — AI or an operator whether Push Messages (Global/Step push) a
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
Assign Manager — chat distribution
The Bot Settings → CRM defaults → Assign Manager section controls which chats each operator sees in . This is a basic team discipline setting: with the right configuration, everyone sees only the chat
Flow Settings
The Flow Settings section is the heart of Chatterfy . This is where the bot’s communication logic with the lead comes together: which messages are sent, in what order, which conditions are checked, wh
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

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On this page

  • When to use
  • The six Manual fields
  • Sale stage
  • Status
  • A single user can simultaneously have:
  • Flow and Step
  • Flow
  • Step
  • Manager (Assign)
  • Tags
  • How to change parameters manually
  • Use cases
  • Sales — lead qualification
  • Support — escalation
  • Return scenario
  • What to keep in mind
  • FAQ
  • Related