# People

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

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

***

## 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.

***

## 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<img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FGmVyiKjI5Hc8d3ZyEqFn%2FSize%3D48%2C%20Theme%3DRegular.png?alt=media&#x26;token=9633c5e9-9cb6-4ee2-9431-0d80e7015082" alt="" data-size="line">→ **Edit**.
* [**Banning**](https://documentation.proto.cx/docs/settings/teamspaces/banning) — manage a person's banned status from<img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FGmVyiKjI5Hc8d3ZyEqFn%2FSize%3D48%2C%20Theme%3DRegular.png?alt=media&#x26;token=9633c5e9-9cb6-4ee2-9431-0d80e7015082" alt="" data-size="line">→ **Ban**.

***

### 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.&#x20;
* **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**](#custom-fields) for a person. These are editable inputs unique to the workspace.

***

### Notes

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

* Press <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2F5bgeProCUoOSF4XA8UDn%2FIcon%20-%20Add.png?alt=media&#x26;token=e544ef32-c77b-4f53-9df0-33f1d47eea62" alt="" data-size="line"> to start a new note or <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FczCHRhPNEBeaFida2Zjz%2FIcon%20-%20Edit.png?alt=media&#x26;token=301df1e1-37f6-4ffd-b183-e447dbe1b07f" alt="" data-size="line"> 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 <img src="https://849782063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXEtIIGTPyKf3CFAsNTzZ%2Fuploads%2FeDvXPkm5chvOPrhJMntM%2FIcon%20-%20Delete.png?alt=media&#x26;token=866f072c-fbc5-4b48-b899-35282a2a4e64" alt="" data-size="line"> to delete a note and confirm.

***

### Tags

A list of [**tags**](https://documentation.proto.cx/docs/settings/teamspaces/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**](https://documentation.proto.cx/docs/settings/teamspaces/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.
* **Filters** – use the filters (Tags, Tag Groups, Custom Fields, Country) to narrow displayed results. Each filter includes a None option to show records where the field has no value.

Use pagination below the table to change the number of tickets display per page, and to navigate across pages.

***

## 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://documentation.proto.cx/docs/modules/people.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
