Members
Every person who engages with your workspace—patients, customers, leads, prospects. Members connect conversations, data, and automation into one unified profile.
What Members Do
Members are the people in your workspace:
- Track everyone who communicates with you
- Store contact info (phone, email, custom fields)
- View complete history of all interactions
- Organize with labels for segmentation
- Connect to workflows for structured engagement
- Import/export for bulk operations
Key Features
Automatic Creation
Members appear automatically from any channel:
- Text your phone number
- Chat on your website
- Sign up on your site
- Import via CSV
External ID Sync
Connect to your CRM or EHR with external IDs. Import and export sync records by ID to prevent duplicates.
Communication Preferences
Control how each member can be reached—SMS, email, voice—and honor opt-outs automatically.
Test Mode
Mark internal accounts as "test" to exclude from analytics while testing.
How It Works
Contact Info → Conversations → Data & History
(phone, email) (chat, SMS, voice) (records, labels)
Members are created automatically when someone texts your number, chats on your site, or signs up. You can also import from existing systems.
Member Profile
Each member has:
- Contact: Name, email, phone
- Labels: Applied tags for segmentation
- Conversations: Complete chat history
- Workflows: Active and completed assignments
- Data: Information collected via forms
- Activity: Timeline of all interactions
Common Use Cases
| Use Case | Member Data |
|---|---|
| Healthcare | Patient demographics, insurance, medical history |
| Sales | Lead info, company details, qualification status |
| Support | Account info, support history, ticket records |
Pricing & Limits
Feature availability and limits are determined by your subscription plan. See the pricing page for details.
Related Resources
- Labels - Organize members with tags
- Data Types - Store custom member data
- Chats - View conversation history
- Workflows - Engage members through processes