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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

Updated September 11, 20264 min
The client card is the right-hand panel in Messenger, 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 conversation). This is the operator’s workspace when working with a specific lead — all data is visible here, and you can manage it from here as well.
The card updates in real time: a postback came from Tracker — Overview— the event appeared in Events. AI changed sale_stage — it was updated in Chat data → Manual. The lead sent a photo — it is in Media. Closing or switching chats preserves unsaved manual edits only in fields that autosave. For Manual / Custom data, click Save before leaving.
When to open it
A lead wrote — open the chat and check what is in Chat data: which sale stage, which tags, which flow step. A lead is silent and you need to understand the history — Events. A lead sent a document or screenshot — Media. Want to manually change sale_stage / tag / assign to an operator — Chat data → Manual. Download the conversation for an audit or pass it to another operator — Chat data → Actions. Preparing for a call and need to build a lead “profile” in a minute — open the card and go through all three tabs.
Client card on the right
Client card — Messenger right-hand panel




What’s useful in the card

— Current lead state — sale_stage, tags, flow + step, Custom Fields, conversation status. All of this is in Chat data → Manual and Custom data. It is changed automatically by the bot or manually by the operator.
— Lead source — Tracker Data + User information: which campaign they came from, which clickid, which Telegram username, when the conversation started. Read-only, but it answers the key question: “where did this lead come from?”
— Behavior history — the feed in Events (external events: subscribed / registered / FD / RD), Show events (internal: status / step changes), Media (everything they sent). Helps you quickly restore context after a pause or after transferring the lead to another operator.


Use cases by segment

The card is applicable everywhere, but what exactly people check depends on the segment:
— Sales before a call: open the card → check Tracker Data (which campaign they came from) + Custom Data (notes) + Events (what the lead already knows about the product) → start the conversation prepared.
— Traffic arbitrage: open the card → check Tracker Data (source + clickid) + Events (whether there was an FD / RD) + Manual (sale_stage) → decide whether nurturing is needed or whether to close as cold.
— Support: open the card → Custom Data (order number, product version) + User information (ChatID for a request to the tech department) + Media (error screenshots) → work on the ticket with full context.


What’s inside

Three tabs. The first one opens by default.
Chat data — main card tab
Chat data — the main tab , opened by default when you click a chat. 6 blocks with different functionality in one long right-hand panel. Here the operator sees and changes the lead’s main parameters: s
Events — Lead Event Feed
The Events tab in — a real-time lead event feed . Every significant lead action (visited a landing page, subscribed to a channel, messaged the bot, registered in the affiliate program, made a deposit)
Media — all files from conversations
Media is a tab in , where all media files from the conversation are collected: images, videos, voice messages, documents, audio, and video notes. This gives you quick access to all attachments without
— Chat data — the main tab with 6 blocks: manual parameter changes (Manual), custom fields, basic user information, tracking data, service event filter, actions on the conversation.
— Events — the lead’s real-time event feed: Page View / Click / Subscribe / Contact / Registration / FD / RD. Plus the ability to send an event manually.
— Media — all media files from the conversation in one place (photos, videos, voice messages, documents). Convenient for searching without scrolling through the history.


Where to start

Depends on the task:
Opened a new chat — first, check Manual — Manually Changing Lead Parameters(status, sale stage, tags).
Want to understand how a lead moved through the funnel — Events — Lead Event Feed.
A lead sent an important file and you need to find it quickly — Media — all files from conversations.
Want to export the conversation for a report — Actions — exporting and clearing a conversation.
A postback did not arrive, and you need to send the event manually — Send event — manual event triggering.
Need custom bot fields (trader_id, note, geo) — Custom Data — manually filling in custom fields.


Relationship with other sections

The client card is the operator’s control point for a single lead. Most parameters (Sale Stage, Tags, Custom Fields, Flow, Step) are defined in Bot Settingsand are processed in Flow Settings, the card only shows them and lets you adjust them individually. The traffic source is visible in Tracker Data — traffic source data(if the bot is connected to Tracker — Overview). Affiliate program events come via postback from Tracker — Overviewand are displayed in Events. When you need not “this one card” but bulk work with the database — Users.


FAQ

Chat data is the “summary” tab. It shows in one place: current status, sale stage, flow, step, manager, tags, custom fields, tracking data. If you need basic Telegram data (Username, Chat ID) — User Information — basic lead data.

Open User Information — basic lead data → see Chat ID → click to copy it. ChatID is needed for webhook, manually sending messages via API, and support requests.

The card is a detailed view of a single lead with management options. The Users table is a bulk view of all leads with filters and actions for segments. The card opens from any chat in Messenger or from a row in Users.

Depends on the block. Manual / Custom data require clicking Save after making changes. Chat data → Show events / Tracker Data are read-only or are saved instantly. If something was not saved, check the Save button at the bottom of the block.

Depends on the role in Space. Owner / Admin / Manager have full access. Operator usually has full access, but Hide Operator sees the card with an anonymized lead name (ChatterfyID instead of Username). Some roles can see the card but do not have Actions (Download / Clear). For details, see Managing Users and Roles within a Space.

There are three reasons: (a) the bot is not connected to Tracker — Overview. (b) the lead came organically (bypassing Tracker), so the clickid was not passed. (c) the lead used an old link, before tracking was configured. For details, see Tracker Data — traffic source data and the clickid passing logic in Tracker — Overview.

There is no direct export of the entire card. But via Actions — exporting and clearing a conversation you can download Download messages (the entire conversation), and via CSV Export — Exporting the Lead Database you can export this lead’s row to CSV (together with Custom Fields). Combining these two exports gives you a complete “folder” for the lead.


Articles in this section

Media — all files from conversations
Media is a tab in , where all media files from the conversation are collected: images, videos, voice messages, documents, audio, and video notes. This gives you quick access to all attachments without


Related

Messenger
Раздел Messenger — рабочее место команды операторов в CRM . Здесь вы видите все диалоги бота или личного аккаунта, отвечаете лидам, переключаете статусы, фильтруете нужные чаты, открываете карточку кл
Users
Раздел Users — таблица всех пользователей конкретного бота или личного аккаунта. В отличие от (где работа идёт с одним диалогом за раз), Users — про работу с базой массово . Здесь вы фильтруете тысячи
Chat data — main card tab
Chat data — the main tab , opened by default when you click a chat. 6 blocks with different functionality in one long right-hand panel. Here the operator sees and changes the lead’s main parameters: s
Custom Fields — custom fields
Custom Fields (Bot Settings → Custom Fields) — a section for creating additional fields in the customer card. Standard fields already exist in Chatterfy: name, username, status, and Telegram ID. But o

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On this page

  • What’s useful in the card
  • Use cases by segment
  • What’s inside
  • Where to start
  • Relationship with other sections
  • FAQ
  • Articles in this section
  • Related