How to use Configuration: funnel

Configures qualification stages, required lead fields and transition prompts.

What this section is for

Configures qualification stages, required lead fields and transition prompts.

Before you start

You need access to IAM.Bot, the correct tenant/workspace and permission to change this configuration. Prepare a non-sensitive example value such as qualification-demo.

Buttons and forms

ControlWhat it does
Add stageOpens the creation flow. The object is not persisted until the final save action.
Stage promptPerforms the action named in the interface. Review the resulting state or message before continuing.
Required fieldPerforms the action named in the interface. Review the resulting state or message before continuing.
SaveValidates the visible form and persists the current values.
TestRuns a check or dry run so the result can be reviewed before production use.

Primary path in the interface

  1. Open the application link above and sign in with the least-privileged role required for this section.
  2. Select the intended tenant or workspace. Do not continue while the header shows a different tenant.
  3. In the navigation, click Configuration: funnel. The expected address is https://app.iambot.ru/config.
  4. Click Add stage. Enter the documented safe values: qualification-demo. Do not paste a production secret into a free-text field.
  5. Review every field before the final Save, Run, Publish or Confirm action. If a preview or validation control exists, run it first.
  6. Review the validation message or changed row. The result must match this purpose: Configures qualification stages, required lead fields and transition prompts.
  7. Only then continue to the next dependent section. Copy the request/correlation ID when the interface shows one.
  1. Open the deep link https://app.iambot.ru/config instead of navigating through the sidebar.
  2. Confirm the tenant/workspace after the page loads; a deep link must not silently switch scope.
  3. Before automating the API path, run this product-specific read-only or validation command. It proves reachability but does not bypass application permissions:
curl --fail --silent --show-error https://cdn.iambot.ru/widget.js -o /tmp/iambot-widget.js
wc -c /tmp/iambot-widget.js

How to verify the result

A test conversation follows stages in order and creates one lead after explicit consent.

If it did not work

SymptomWhat to do
401 / sign-in screenSign in again, then return to this page. Do not put a session token in a URL.
403Check the selected tenant and request the documented role; retrying with the same role will not help.
404Verify the exact path and whether the feature is enabled in this environment.
409Search for an object named qualification-demo; continue with it or choose a unique name.
422 / validation errorCorrect only the highlighted fields. Keep identifiers lowercase unless the form explicitly allows otherwise.
429Wait for the displayed retry interval or reduce the request scope; do not start parallel retries.
5xx / timeoutRefresh once after the server has recovered; do not repeat a destructive action while its result is unknown. Save the correlation ID and timestamp for support.