> For the complete documentation index, see [llms.txt](https://documentation.proto.cx/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.proto.cx/docs/modules/people.md).

# People

{% hint style="warning" %}
Requires the **Manage/view all people** permissions to view or edit.
{% endhint %}

"People" refers to your audience — individuals who interact with your [AI agents](/docs/modules/ai-agents.md) and live agents. The People module is Proto's native CRM for registering and managing them.

***

## Add a person

1. Go to the **People** dashboard.
2. Select **Add person**.
3. Fill in the details:

| Field            | Description                                |
| ---------------- | ------------------------------------------ |
| **Name**         | The person's display name.                 |
| **Email**        | The address where ticket replies are sent. |
| **Phone number** | The number used in messaging apps.         |

4. Press **Save** to confirm.

***

## Manage a person

Select any person from the People dashboard to open their details panel.

{% tabs %}
{% tab title="Details" %}
Edit the **Name and avatar** via the options icon → **Edit**. Ban or unban via the options icon → **Ban**.

| Field        | Description                              |
| ------------ | ---------------------------------------- |
| Location     | Arbitrary location, e.g. a city          |
| Country      | Auto-populated by Webchat, or left empty |
| IP address   | The person's internet protocol address   |
| Email        | Address for ticket replies               |
| Phone number | Number used in messaging apps            |
| Person ID    | Static ID assigned by Proto              |
| Channel ID   | Static ID assigned by the messaging app  |
| Unique ID    | Editable tertiary ID field               |
| {% endtab %} |                                          |

{% tab title="Conversations" %}
A list of the person's conversations, each with an ID, status, and timestamp.

Select any conversation to open it in the [Inbox](/docs/modules/inbox.md).
{% endtab %}

{% tab title="Notes & Tags" %}
**Notes** — internal notes visible only to live agents. Select the add icon to create, the edit icon to update, the delete icon to remove. Use the colour picker to distinguish notes visually.

**Tags** — tags assigned to the person for filtering. See [Tags](/docs/settings/teamspaces/tags.md).

**Custom fields** — editable custom fields for the person, as configured in workspace settings. See [Custom fields](/docs/settings/teamspaces/custom-fields.md).
{% endtab %}
{% endtabs %}

***

## Find people

In the **People** dashboard, use the search field or filters.

| Filter            | Options                                                                                                          |
| ----------------- | ---------------------------------------------------------------------------------------------------------------- |
| Tags / Tag groups | Select from workspace tags                                                                                       |
| Custom fields     | Workspace custom fields                                                                                          |
| Channels          | Ticket, Webchat, WhatsApp, [AI agent handoff](/docs/modules/ai-agents/workflows-and-actions/ai-agent-handoff.md) |
| Country           | Select a country                                                                                                 |
| Created on        | Presets or custom date range                                                                                     |

***

## Export people

See [Exports](/docs/settings/teamspaces/exports.md) for details.

***

## Delete people

1. Go to the **People** dashboard.
2. Select one or more people by their checkbox.
3. Select **Delete people** and confirm.