People

Manage your audience with built-in CRM tools.

Requires the Manage/view all people permissions to view or edit.

In Proto AICX, "people" refers to your audience, with a specific person being an audience member that interacts with your AI assistants and live reps. The People module is Proto AICX's native CRM for registering and managing these individuals.

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Add a Person

1. Go to the People dashboard.

2. Select Add Person.

3. Set the person's details in the opened menu:

   • Name — their name.

   • Email — their email address where ticket replies get sent.

   • Phone number — their number used in messaging apps.

4. Press Save to confirm.

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Manage a Person

1. Go to the People dashboard.

2. Select the row of a person.

The opened Person panel contains many fields for editing and/or copying, subdivided by category:

General

• Name & avatar — editable by selecting→ Edit.
• Banning — manage a person's banned status from→ Ban.

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Details

Contains key info and identifiers for the individual:

• Location — an arbitrary location, e.g. a city.

• Country — the static value of their country. It's auto-populated by a webchat or remains empty.

• IP Address — static value of the person's internet protocol address.

• Email — the email address where ticket replies get sent.

• Phone number — the number used in messaging apps.

• Personal ID — the static ID assigned by Proto.

• Channel ID — the static ID assigned by the messaging app the person is using to chat.

• Unique ID — an editable, tertiary ID field.

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Custom Fields

A list of all custom fields for a person. These are editable inputs unique to the company.

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Notes

A list of all internal notes written by live reps, logging pertinent information on the person. Each note shows the author's avatar and creation timestamp.

• Press to start a new note or to edit an existing note.
• When creating/editing, use the colour picker to set a note's background colour, distinguishing it from other notes.

• Press to delete a note and confirm.

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Tags

A list of tags assigned to the person, used for filtering during people searches.

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History

A list of the person's conversations, distinguished from each other by ID, timestamp, and status. Select a conversation to open it in the Inbox dashboard.

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Export People

See Exports for details.

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Find People

In the People dashboard, find people in the table with the:

• Search field — input text to filter people by name, ID, email, or location.

• Tags filter — select one or more tags to filter down to people with those tags.
• Pagination — below the table, input the number of people to display in the current table page, and navigate pages.

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Delete People

1. Go to the People dashboard.

2. In the People table, select one or more person by their checkbox.

3. Select Delete Persons and confirm.