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User data — what is shown in the table
Column settings — what is shown in the table
User filtering — 11 parameters
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  3. User data — what is shown in the table

User data — what is shown in the table

The section is a table with all users of the bot or personal account. Each row is a separate lead. Each column is information about them: name, status, tags, funnel step, and other parameters. This is

Updated August 30, 20262 min
The Users section is a table with all users of the bot or personal account.
Each row is a separate lead. Each column is information about them: name, status, tags, funnel step, and other parameters.
This is the second way to work with the customer database in the CRM:
  1. through conversations in Messenger.
  1. through the Users table.
Messenger is convenient for communication.
Users is for analysis, filtering, search, and working with a large number of leads at the same time.



What the Users table shows

Column
What it shows
Name
The user's name or Username from Telegram
Telegram ID
The user's unique ID in Telegram
Tags
All tags assigned to the user
Conversation start date
When the user first wrote to the bot
Chat status
Current conversation status
Funnel step
Which Flow stage the user is at
The “Open” button
Go to the user’s chat


What the Open button does

Open is an action button, not just a column with data. When clicked, the system opens the user’s chat in Messenger. This is a quick jump from the table straight to the conversation.


What Users is used for

Use the Users section when you need to:
  1. find a specific user
  1. sort the database
  1. see the overall picture for leads
  1. work with filters
  1. analyze activity
  1. bulk edit users
  1. create a broadcast.


Configuring columns via Columns

If the standard columns are not enough, click the Columns button in the upper-right corner of the table. Learn more in the article Column settings — what is shown in the table.
Each employee can configure the table for their own task. For example: a Buyer can see Tracker Fields and deposits; the sales department can see a unique identifier, geo, and budget; an analyst can see everything together: tags, steps, custom fields, and tracker fields. Each employee has their own table view.


What’s important to understand

The Users table shows only user data. Communication with the client happens in Messenger. Users is used for: analysis, search, filtering, segmentation, and bulk work with the database.


Frequently asked questions

Messenger is the section for communicating with clients.
Users is the table for working with the lead database and analytics.

Yes.
Use the Columns button to enable and disable the fields you need.

Yes. You can select your custom fields and tracker fields that have already been created by you or automatically inside the bot.

Yes.
Search works by name and Telegram ID.


Related

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
Column settings — what is shown in the table
The Columns button at the top of the table allows you to configure which data is displayed in the user list. By default, only standard fields are shown, but if needed, you can add: Custom fields — cus
User filtering — 11 parameters
The Filters section in the table is used to work with a large customer database. With it, you can do the following in just a few seconds: find the leads you need build an audience for a broadcast see
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
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
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
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

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On this page

  • What the Users table shows
  • What the Open button does
  • What Users is used for
  • Configuring columns via Columns
  • What’s important to understand
  • Frequently asked questions
  • Related