# 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.

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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<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**.

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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.&#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.

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### Custom Fields

A list of all [**custom fields**](#custom-fields) for a person. These are editable inputs unique to the workspace.

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### 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.

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### Tags

A list of [**tags**](https://documentation.proto.cx/docs/settings/teamspaces/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**](https://documentation.proto.cx/docs/settings/teamspaces/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.
* **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.

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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.