6 docs tagged with "people"

Manage unknown callers and sandbox accounts — review the anonymous queue, resolve to real members, expire stale entries, and create test members.

Save reusable searches across chats and members — combine multiple rules, pin to the dashboard, and reuse in routines and goals.

Import members in bulk via CSV upload or the API — format your file, handle duplicates, and troubleshoot errors.

Target specific groups of members based on labels, data fields, activity, and more.

People who interact with your workspace through conversations, workflows, and AI assistants

Control how members receive notifications — enable or disable SMS, email, and voice channels per member.