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.
Add a Person
Go to the People dashboard.
Select Add Person.
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.
Press Save to confirm.
Manage a Person
Go to the People dashboard.
Select the row of a person.
The opened Person panel contains many fields for editing and/or copying, subdivided by category:
General
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.
Custom Fields
A list of all custom fields for a person. These are editable inputs unique to the company.
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.
When creating/editing, use the colour picker to set a note's background colour, distinguishing it from other notes.
Tags
A list of tags assigned to the person, used for filtering during people searches.
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.
Export People
See Exports for details.
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.
Delete People
Go to the People dashboard.
In the People table, select one or more person by their checkbox.
Select Delete Persons and confirm.
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