«Funnel» — Search Bordee

Docs Automation

Funnels and bots

How to build a bot from steps: messages with buttons, waiting for a reply, delays, conditions and actions, runs and publishing.

Docs Automation · Funnels and bots

What a funnel is

A funnel is a bot's scenario: what it writes, which buttons it shows, what it waits for and what it does with the answer. Automation → Funnels → New funnel. One funnel works in every…

Docs Automation · Customer languages

Separate funnels per language

…between languages, not just the wording, make a separate funnel and pick the contact languages in its start settings. At equal priority it starts instead of the general one. Broadcasts have…

Docs Channels · Emails through your mail service

An email from a funnel

In a funnel's Actions step, choose Send an email: a subject and Markdown text (bold, links, lists) with placeholders such as {{contact.first_name}}. Both can be translated, and the contact…

Docs Sales · Payments in bots

In a funnel

…exactly as long as is left. Two branches are separate funnels with triggers: «Payment received» — thanks, access to the webinar, the next step; «Payment link expired» — a reminder or a…

Docs Automation

Customer languages

One funnel, several languages: business languages, the contact's language, translated texts, picking a language in a bot and separate funnels per language.

Docs Channels

Emails through your mail service

How to connect an SMTP or API mail service and send emails to contacts from funnels, with unsubscribe and a log.

Docs Sales

Payments in bots

Products, payment links with a deadline, WayForPay and «paid / not paid» funnels.

Docs Automation · AI assistant

What it can do

…a deal, change a contact, set a task; build or change a funnel, prepare a broadcast; work through your file (XLSX, CSV, PDF): count, compare, import contacts. The assistant runs on Claude…

Docs Sales · Contacts and companies

Custom fields

…deals or tasks. The key is Latin (city, birthday): funnels, imports and the API find the field by it. The key cannot change after creation. Type Example Text City, a manager's note Number…

Docs Channels · Conversations

Bots and pausing

When a funnel is working with the customer, the chat header shows "A bot leads a funnel". To answer yourself without the bot interrupting, click Pause bots: while paused, no funnel replies…

Docs Sales · Deals and boards

Automation

A funnel triggered by "A deal entered a stage" starts in the contact's latest conversation when a deal reaches the chosen stage: "Paid" can send a thank-you and instructions, for example.…

Docs Getting started · Getting started with Bordee

Your first half hour

…your sales stages and the business currency. Build a first funnel Automation → Funnels: a greeting with buttons on the /start command.

Docs Getting started · Getting started with Bordee

Tools

…backlog_set_status, backlog_comments, backlog_comment Funnels funnels_search, funnel_show, funnel_create, funnel_update, funnel_publish, funnel_start Broadcasts broadcasts_search,…

Docs Developers · MCP server

What to ask

…Iryna Koval and suggest a reply." "Translate the welcome funnel into English." "Prepare a broadcast for the VIP tag on Friday at 10:00."

Docs Getting started · Modules

Core and modules

…WhatsApp Telegram bots and WhatsApp Business numbers Funnels Bots: steps, buttons, conditions, delays, actions Broadcasts Messages by tags and languages, now or scheduled Deals Deal stages,…

Docs Getting started · Modules

Modules on request

…workspace right away: Conversations, Telegram, WhatsApp, Funnels, Broadcasts, Deals, Tasks. Others we open on request, because they are set up together with you: Viber, Sites and ads,…

Docs Developers · REST API and tokens

Methods

…while the module is on. Contacts, deals, conversations, funnels and broadcasts are already available through the MCP server.

Docs Sales · Sites, UTM and Conversions API

How it works

…from the form, the UTM tags and tags, and the entry's funnel starts by itself. A form with a phone or email becomes a contact at once, even if the person never opens the chat. When they do,…

Docs Sales · Sites, UTM and Conversions API

An entry

…lands, a Telegram or Viber bot or a WhatsApp number; Funnel: started instead of the regular /start; After the form: Straight to the bot, or The site's thank-you page with a button to the…

Docs Team · Team and roles

Roles

…roles: Manager: all contacts, conversations and tasks, funnels and broadcasts; "Клієнт" (Client): no permissions; sees only what access rules open to them, such as one task list.

Docs Team · Team and roles

Permissions

…and see own; see everyone's tasks; manage lists Automation Funnels; broadcasts; media library Data Export what you see; import Settings Custom fields; shared boards A module's permissions…

Docs Channels · Telegram

Start links

…opens the bot and passes the label promo. A funnel started by "A bot link (/start with a label)" with that label runs for exactly this link. The ready link is shown on the funnel's page.…

Docs Channels · Telegram channels and groups

Members and requests

…a member. The member chart is built from daily snapshots. Funnels have the triggers "Joined a Telegram channel or group" and "Asked to join" and the action "Answer a join request". The bot…

Docs Channels · Telegram channels and groups

The bot's menu and profile

…description and the command menu. Each command can start a funnel with the "Link to the bot (/start with a label)" trigger, just like a link with that label.

Docs Getting started · The admin tour

The sidebar

…sections: Contacts: contacts, companies, tags; Automation: funnels, broadcasts, media library; Sites and ads: entries, visits and leads, Conversions API; Settings: staff, roles, access,…

Docs Channels · Viber

Links and labels

…start label, like /start in Telegram. The label starts the funnel with the same label, and visit codes from your sites work just as in Telegram.