Managing Clients
Every person who sends a message to your WhatsApp number is automatically added to your client list. The Clients section of the dashboard gives you a complete view of all your leads, their current status, and their conversation history.
The Client List
The client list shows every contact who has interacted with your bot. For each client you can see at a glance:
- Name and phone number
- Last activity — when they last sent or received a message
- Bot status — whether the bot is active, paused, or an agent is handling the conversation
- Sale status — where they are in the transaction process
- Funnel stage — which stage of your sales pipeline they currently occupy
- Sentiment — the bot's latest reading of their interest level
Client Profile
Clicking on any client opens their full profile, which contains:
- Contact details (name, phone number, profile image if available)
- Complete conversation history
- Scheduled and past meetings
- Survey responses (if they completed a post-meeting survey)
- Funnel history — every stage change and who made it
- Any custom configuration applied to this specific client
Sale Status
You can manually update a client's sale status to reflect where they are in the buying or leasing process:
| Status | Meaning |
|---|---|
| None | No status assigned — default for new contacts |
| Pending | Client is actively considering — in discussions |
| Signed | Contract or reservation agreement signed |
| Sold | Transaction fully completed |
These statuses help your team understand the state of each lead at a glance, without having to read through the full conversation.
Mystery Shoppers
If you use mystery shoppers or internal testers to evaluate your bot's performance, you can flag those contacts as Mystery Shoppers in their profile. Their interactions are excluded from your analytics so they don't affect your real performance data.
Contractors
Contacts identified as contractors, suppliers, or third parties (rather than prospective clients) can be marked as Contractors. When flagged, these contacts are handled differently — typically routed directly to an agent rather than going through the standard client bot experience.