The "Contact Action " block is designed to perform automated operations with contacts and deals within the MVP scenario. It can be used to create new deals, create group chats, edit contact information, and manage the further flow of the business process without manual intervention from a manager.

📌Important!
The block only works with deals created manually via the "Add Contact" button, as well as with contacts added to the system via postback .

General Settings tab, field descriptions:
1) Name - Enter an internal name for the "Contact Action" block. This will be displayed only to you in the block diagram within the MVP system when setting up the business process. By default, the block will be named " Contact Action ."

2) Message Delay - Set a delay between subsequent messages. During the delay, all messages from the user will be ignored.

3) State - select one of the states that will be applied to the block:

• Wait - the system pauses the script and waits for the lead's response before proceeding to the next step. Use this mode if you need to get a response from the user before continuing.
• Skip - the script will automatically move to the next block without waiting for a response from the lead.
• Block - stops further interaction with the lead. Use this to block access to a script or end the conversation.
• Manual - the system executes the block action and switches the transaction to manual mode.

The "Contact Action" tab. This tab allows you to select the type of operation the block should perform.

Available actions:

• Create a deal;
• Create a group;
• Change contact field.

Create Deal action

Used to automatically create a new deal for a contact. Setting fields:

1) Sending account - the account on behalf of which the message will be sent to the contact.

2) Spot - the spot to which the transaction will be tied.

3) Stage - the stage of the funnel where the contact will end up.

4) After checking the data, click the “ Save ” button.

5) After creating the block, add the next "Send Message" or "AI Agent" block to initiate the dialog and connect the blocks.

Create Group action

Suitable for scenarios where you need to organize a joint chat between a client, managers, and/or bots. Configuration fields:

1) Group Name – the name of the group chat. Placeholders like {{contact.field}} are supported.

Available options:

• first_name
• last_name
• phone
• email
• country
• username
• traffic_source
• responsible
• any custom fields

2) Creator account - the account that will be considered the creator of the group.

3) Additional accounts - bot accounts that will participate in the chat.

4) Spot - the spot to which the transaction will be tied.

5) Stage - the stage at which the contact will be received.

6) After checking the data, click the “ Save ” button.

7) Add the next "AI Agent" block and connect the blocks. In this scenario, the agent can act as a consultant in a group conversation, for example, helping a customer choose a car.

📌Important:

• AI Agent does not initiate dialogue first.
• He only responds to messages via Reply or when directly mentioned in chat.
• The first message requires the participation of a manager.

The "Change Contact Field" action

Used to update custom contact fields during a scenario. Customization fields:

1) Field - select a custom contact field.

2) Value - set a new value for the selected field.

3) To change multiple fields, click " Add Field " and repeat the settings.

4) After checking the data, click "Save" and connect the block to the rest of the scenario diagram.