In the Lists section, you can create, edit, and use custom client lists for automation.
Adding clients to a list can be automated based on bot flow steps — triggered by specific conditions or user actions.

Lists can be used to:

  • Filter and segment clients within a project
  • Export data

You can export a list as a file and import it into another MaviBot project.

Advantages of using lists:

  • Automation: Clients are automatically added to or removed from lists based on bot logic.
  • Portability: Lists can be exported and imported between different projects.
  • Targeted communication: Send broadcasts or specific funnel messages directly to filtered client lists.

Using lists streamlines audience segmentation and makes client interaction more precise and efficient.

How to create a list

Lists are created in the "Lists" tab within the same section.

Click the "Create a list" button to open a window with input fields where you can enter the list name and select a folder (if any exist) to add the list to.

In the "Lists" section, you can sort the lists by List ID or alphabetically (by name):

The power of client lists lies in their flexibility. You can, for example, add a single client to multiple lists simultaneously.

Lists can be:

  • Grouped into folders
  • Renamed
  • Deleted (the clients themselves remain in the database)
  • Used to remove all clients within a list from the project

You can include or exclude clients by applying filter types — either manually via a form or by uploading a file.

To view the clients within a list:

  1. Click on the list to open the right-side menu.
  2. Click the "View client list" button.

Then a new window will open from the "Clients" section, where you can view all users in that list.

How to automate your work with lists

You can automatically add, remove, or move clients between lists while the chatbot is running.

Find the set of list actions in any block of the builder:

When the "Action" section is enabled, you can choose which actions to perform on your lists.

After selecting an action, you can choose which specific list to apply it to. You can also specify multiple different actions within the same block—there is no limit to the number of actions you can add in one block.

Commands are executed in the order they appear in the block settings.

Checking if a person is on the list

To check if a client is in the list, you can use the inlist (list_number) function in the "Variable" field for comparison within blocks and connection.

The result of the function execution is a Boolean value (True or False).

inlist(list number) == True - the client IS in the list or

inlist(list number) == False - the client is NOT in the list.

The list number can be found by clicking on the required list. In this case, the right menu opens with information about the list:

You can find the etailed instructions for working with list and tag functions here.

How to work with lists manually

Each list has buttons to:

  • Add/remove clients from the list
  • Launch a mailing based on the list
  • Download the list as a file

The context menu includes options to:

  • Add the list to a folder
  • Edit the list
  • Delete the list (clients remain in the project)
  • Remove all clients in the list from the project

Warning

"Remove list members from the project" permanently deletes those clients from the project. This action cannot be undone.

Add clients to a list

You can manually add existing clients to a list by filtering them through a form, uploading a file, or selecting from another list.

Important

When adding existing clients to a list from a file, the first column must contain the internal client IDs (the client_id variable).

How to add clients from a file:

  1. Select the "Clients from a file" filter type:

  1. Next, upload a client list in .CSV format

To add NEW clients to a specific list, go to the "Channels" section. Then click the "Upload client list" button and select the list you want to upload clients to.

How to remove clients from a list

You can remove clients from a list in the same way: click the "— Remove from list" button and apply filters if needed.

Apply the necessary filters to remove a specific group of clients FROM THIS LIST (not from the client database).

Please be careful when filling out the form.

If you leave the filter fields in the "Remove from list" form empty, all clients in that list will be removed.

To remove only a portion of the list, fill in the relevant filters:

  • By connected messengers — select a specific bot
  • Clients in a block — specify the block number(s) in the funnel (multiple blocks can be added)
  • By client variables — enter an exact variable value
  • Registered before/after — set the relevant date range
  • Exclude lists — if list numbers are entered, only clients not present on any of those exclusion lists will be removed from the current list.

How to create a mailing

When you click on the list, you will also see the "Create a mailing" button in the right sidebar.

You can create a mailing for both messengers and email (if email is enabled in your project).

How to transfer client from other platforms

When uploading clients from other platforms in the "Messengers" section, you can select one or more lists where the clients will be placed after upload.

To do this:

  1. Go to the "Messengers" section.
  2. Select the connected messenger where you want to upload the clients.

Click the "Upload clients" button and configure the upload settings (encoding, destination list, etc.) to import your list.