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  3. Condition — conditional branching

Condition — conditional branching

The Condition step branches the flow based on exact values in the lead’s data. Tag exists — left. deposit greater than $100 — right. time from 12 to 18 — third branch. This is the opposite of “AI Rout

Updated June 21, 20264 min
The Condition step branches the flow based on exact values in the lead’s data. Tag exists — left. deposit greater than $100 — right. time from 12 to 18 — third branch.
This is the opposite of “AI Routings — routing by meaning” AI Routings — semantic routing — Condition is exact logic based on stored data, not an AI interpretation of the message’s meaning.
When to use
Differentiate VIPs (tag) from regular leads. Separate leads with a deposit from leads without one. Day vs night logic by timezone. Leads from a specific Tracker campaign. Leads with a filled custom field (for example, partner_id exists = registration completed). Any “structured” value check.
Condition in the tree
Condition step in the flow




AI Routings vs Condition

Aspect
Condition
AI Routings
What it checks
Field, tag, and status values
The meaning of the lead’s message
Accuracy
Exact (Boolean)
Fuzzy (AI)
Where to use
Anywhere in the flow
Only after AI Reply
Cost
Free
Uses tokens



Settings

Settings
Condition step settings

Title — a short name for easy navigation in the flow.



Conditions — configuring conditions

Conditions section
Condition builder


Filter types — what to check

Filter types
List of filter types

Type
What it filters
Tags
Presence/absence of a tag on the lead
Custom Field
Custom field value
Tracker Field
Parameter from Tracker (utm_source, sub1, etc.)
Current time
Current time in the bot's time zone
Total Deposit
Sum of all the lead's deposits
Tracker Events
Presence/absence of an event (registration, sale, etc.)
FD Amount
First deposit amount
RD Amount
Amount of repeat deposits

Filter by

Filter by
Filter by — data source selection

After selecting the type, specify which exact field/tag/parameter to check.

Operators

Operators
Available operators

Available operators depend on the selected type.
For tags and fields:
Tag/field operators
Operators for tags and fields

is — exact match
has — contains a value
any — any of the listed values
not — not equal to
For numeric values:
Numeric operators
Operators for numbers

is — equals
not — not equal to
more than — greater than
less than — less than
For time:
Time operators
Operators for time

range include — is within the range
range exclude — is outside the range

Enter value

Enter value
Field for entering a value

For Custom Field and Tracker Field — the field for the value to compare against.



Add condition — multiple conditions in a branch

You can add multiple conditions to one branch using Add condition. The logic is AND (all must be met).



Multiple branches

A step can have multiple output branches (lines to different next steps). Each branch has its own set of conditions. Branch checking logic is sequential: the lead goes to the first branch whose conditions are met.



Setup steps

  1. 1

    Add a Condition step to the flow

    Using the slash menu or by dragging from the sidebar.
    
  2. 2

    Open the Conditions block

    In the step settings.
    
  3. 3

    Select Filter by

    Tag / Custom Field / Total Deposit / other.
  4. 4

    Specify the operator

    is / has / more than / etc.
  5. 5

    Enter a value if required

  6. 6

    Use Add condition if needed

    If you need multiple conditions in one branch.
  7. 7

    Connect the branch to the next step

    Using a line from Condition to the required step.
    



Usage examples

Examples
Examples of real-world conditions


Day/night handler

Day branch: Current time → range exclude → 00:00 → 12:00 (that is, from 12 to 24).
Night branch: Current time → range include → 00:00 → 12:00.

Leads with a deposit vs without one

With deposit: Total Deposit → more than → 0 — to the “follow up” branch.
No deposit: Total Deposit → is → 0 — to the “push to first deposit” branch.

Leads by tag

VIP: Tags → has → VIP — to the VIP branch.
Default: the rest — to the standard branch.

Leads with partner_id (registration confirmed)

Registered: Custom Field → partner_id → has — to the “after registration” branch.
Default: not registered yet — to nurturing.



What to keep in mind

Notes
Important step specifics

Conditions within a single branch work according to the AND or OR principle (see settings).
The lead goes to only one branch — the first one whose conditions are met.
If no condition matches, the dialog moves to manual status (it is transferred to an operator).
Use a default branch (“without conditions”) for catch-all cases.



Frequently asked questions

By default, the dialog moves to manual status — it is transferred to an operator. To avoid this, always add a default branch without conditions — it catches everyone “else.”

There is a toggle in the step settings. AND is used by default.

This parameter is available only for leads that came through Tracker — Overview. Organic leads do not have tracker parameters, so filters based on them will not work.

There is no direct “field A vs field B” comparison in the step. If needed, use a webhook to your system, which will compare them and return the result via webhook → Custom Field, then check it through Condition.

exists means the event exists. not exists means there is no event. For example, “event registration exists” = “the lead registered” (the postback was received).



Related

Terms — transition management
The Terms category is steps that control how and when a lead moves further through the flow. They do not send messages or change data—they only branch and pause the logic. These steps are “invisible”
AI Routings — semantic routing
The AI Routings step is fuzzy routing. It is connected after AI Reply and routes the lead to different next steps depending on the meaning of their reply. Conditions are described in natural language;
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
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

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On this page

  • AI Routings vs Condition
  • Settings
  • Conditions — configuring conditions
  • Filter types — what to check
  • Filter by
  • Operators
  • Enter value
  • Add condition — multiple conditions in a branch
  • Multiple branches
  • Setup steps
  • Usage examples
  • Day/night handler
  • Leads with a deposit vs without one
  • Leads by tag
  • Leads with partner_id (registration confirmed)
  • What to keep in mind
  • Frequently asked questions
  • Related