MaviBot App – Your business in your pocket!
Stay connected with your clients on the go, without needing a laptop.

With the MaviBot app, you can create anything from simple sales funnels to fully automated chatbots — virtually the entire platform’s functionality is available right on your smartphone.

Key benefits of the MaviBot mobile app:

  • Two-factor authentication to keep your account secure
  • Push notifications so you never miss a client or a message
  • View existing tasks and create new ones on the spot
  • Access your built-in MaviBot CRM anytime, without a laptop or computer
  • Full analytics for all your projects at your fingertips
  • Configure your courses and upload new materials directly from your phone

You can download the mobile app from the App Store or Google Play.

https://apps.apple.com/kz/app/mavibot/id6753590530

https://play.google.com/store/apps/details?id=pro.mavibot.mobile_client

Getting started with the Mavibot App

Logging in to the App

After installing the app on your mobile device, you’ll need to log in. Sign in to your existing MaviBot account using your email address or a social media account.

If you use the iOS app, you can also sign in with your Apple iCloud account.

Your data is protected by two-factor authentication.

You can enable two-factor authentication in the app. Once enabled, the app will prompt you to enter a verification code from the messenger you selected for two-factor authentication.

The "Profile" section will open after successful login. When you select a default project, the "Clients" tab will appear.

After a successful login, a notification is sent to your messenger with the date, location, and IP address of the device used.

Enabling two-Factor authentication (authorization)

Step-by-step guide to enabling two-factor authentication in the MaviBot app

Step 1. Go to the Profile section. In the top right corner below your avatar, tap the menu button (three dots). A popup menu will appear. Tap "Edit".

Step 2. At the bottom of the window that opens, find the Security settings. Enable the toggle for "Enable two-factor authentication".
You will see buttons to select channels and set the default messenger where the verification code will be sent.

Step 3. Choose the messenger(s) for authentication.

You can select one or multiple channels. This is where login notifications and verification codes for authentication will be sent.

When connecting Telegram, you will be redirected to the official MaviBot.ai bot, where you need to press "Start". You will receive a message from the bot saying, "Account successfully linked to Mavibot."

From that moment, your data is protected by two-factor authentication. Notifications about new logins—including IP address, location, and login time—will be sent to this chat with the official MaviBot bot.

Main app sections

The right-hand menu displays the main sections currently available in the app.

In the "Profile" section, select any project. The "Clients" tab will open, showing all conversations with clients for the selected project.
To access the main app sections menu, tap the "Menu" button (three horizontal lines) in the top left corner.

The menu that opens contains buttons for navigating between the main sections, designed to streamline and enhance your client management experience.

Clients

The "Clients" section displays conversations with customers. Depending on the employee’s role settings, the following dialog tabs may be available:
All, Unanswered, Mine, Available, and Filter.

Client filter

To filter clients by specific criteria, open the filter settings. In the "Clients" section, tap the menu button (three dots) in the top right corner to open the filter form.

Set the desired filter criteria and tap Filter.
Clients matching the filter parameters will appear under the "Filter" tab.

You can save filter settings and reuse them later for quick client filtering.

Client dialog

Let’s review the main sections of a dialog and the app’s available features.

As an example, select a random dialog from the list: clicking it will open the chat with the client saved in the project.

Let’s take a closer look at each tab and button within the dialog.

  1. "Stop Bot" button

To prevent the bot from interfering in the conversation between the manager and the client, you can pause the bot for this client.

  1. "Client Conversation Actions" menu button

This menu includes:

  • Search within messages
  • Mark conversation as unread
  • Block client
  • Delete client

  1. "Add Attachments" button

You can add images, audio, video, and other files. Use materials already uploaded to Mavibot or add new ones. Files can also be uploaded via a URL.

Bulk file actions allow you to select multiple or all files and perform the necessary operations with them.

  1. "Quick Replies" button

You can create response templates to save time typing. Simply tap the desired reply, and it will appear in the message input field ready to send.

  1. "Send a message from the funnel" button

You can select a block from the funnel and send it to the client. This allows you to trigger another scenario for the client, move them through the funnel, or send pre-prepared responses.

6. "Comment input" button

Client information

Client assignment buttons:

- Take client;
- Decline

The "About client" tab displays all client information, just like in the desktop version of MaviBot, including:

a) variables

b) tags and lists

c) client name

d) client ID and much more

The "Comments" tab: Here you can leave your notes for each client.

The "MavibotCRM deals" tab: Here you can see the stage your client is at in the CRM funnel.

The "Tasks" tab shows tasks assigned to the client

Top bar:

  • Client name
  • Client ID: easily copied by clicking the copy button next to the ID
  • Link to the conversation with this client
  • Client conversation actions menu

    Message

Messages from the client appear in gray chat bubbles, while messages from the bot and manager appear in blue.

Depending on the employee’s role settings, deleting messages and pinning messages may be available. To do this, press and hold a message until a popup menu appears with the options: Delete / Pin Message / Copy Message Text.

Students

You can register a new student by clicking the "+" button. This will open the registration settings menu.

You can filter the student list by clicking the filter icon. The filter settings will then open.

You can perform certain actions in the student’s card by tapping the three dots in the top right corner.

MavibotCRM

You can add a deal by clicking the "Quick add" button or the blue "+" icon.

The "Create deal" menu will open with the "General information" tab displayed.

And also with the "Deal variables" tab.

You can also open the filter settings and funnel settings.

In the filter settings, you can choose how to display data: by deal categories, clients, employees responsible for deals and clients, deal amount, variables, creation date, lists and tags, as well as statuses.

After applying the settings, give the filter a name, and it will appear under "Saved filters". To reset all filter settings, click the "Reset filter" button.

Funnel settings

In the funnel settings, you can change its name, select the currency (rubles, euros, dollars, and others), and add or edit stages. You can also customize the field display in Board view, manage hidden stages, and configure deal output, actions.

Don’t forget to enter your company’s address and configure the display of variables on deal cards. You can also delete all stages from the funnel by clicking the "Delete all stages" button.

Tasks

It is easy to create and edit tasks with convenience in the "Tasks" section.

To open a task description, simply click on it. Within the description, you can change the due dates, assign a responsible person, and specify the client related to the task.

Tasks: all tasks

1 – You can change the Tasks section view to Board, List, or Kanban.

2 – Task search icon. Tapping it will open the search field.

3 – Task filter icon. Tapping it will open the filter settings menu.

Task filter settings

In the open task, there is a menu (three dots) in the top right corner. Use it to navigate to the conversation with the client specified in the task or to delete the task.

Edit task

In the open task, you can also add participants (employees), clients, select the status and priority, edit the description, set the due date, and more.

Lists

This section is similar to the Lists section in the web version of the builder. It has two tabs: Lists and Labels.

Working with lists:

  • Create a mailing list campaign
  • Add to list
  • Remove from list
  • Remove clients from the project
  • Delete list
  • Edit list: change name

Working with tags:

  • Create a mailing campaign by tag
  • Add to tag
  • Remove from tag
  • Remove clients from the project
  • Delete tag
  • Edit tag: change name and color

To open the settings menu for a list or tag, tap the three dots next to the selected list or tag.

To add a new list or tag, tap the blue "+" icon in the bottom.

Mailings

This section corresponds to the "Mailings" section in the web version of the builder.

The app now supports creating mailings via messengers and email (if the channel is connected).

To create a new mailing, tap the blue "+" icon in the bottom right corner of the screen.

Courses

Course editing for authors is available both on the official MaviBot website and through the mobile app.

Additionally, your students can take their courses using their smartphones.

Websites

In the Site section, you can view key metrics for your website:

  • Requests
  • Visits
  • Clicks
  • Responses

You can also manage and update your site's important settings.

Analytics

The "Analytics" section has two tabs: Dashboards and Clients. You can view analytics for any time period, including a custom range selected on the calendar.

The "Dashboards" tab includes:

  • Clients
  • Clients by Channels
  • Requests
  • Messages Sent
  • Messages Received
  • Unsubscribed from Messages

You can delete clients who have unsubscribed from the bot in this section.

The "Clients" tab includes:

  • Clients: the number of clients by day. You can set filters by parameters to get analytics for clients with specific attributes.
  • Variable tracking: For the selected variable, three parameters are tracked — total clients with this variable; of those, how many are subscribed to the bot, and how many have unsubscribed.

If you have any problems, just contact personal account support! We do our best to fix issues as fast as possible.