Members

Members are the humans in your workspace - both your team and your customers.

Adding Members

1. Go to People → Members
2. Click Add Member
3. Fill in their details:

Inviting Members

For users who need to log in and access the workspace:

1. Go to People → Members
2. Click Invite Member
3. Enter their email and select a role
4. They receive an email with a link to join

Invitations expire after 7 days. Resend from the member's action menu if needed.

Public Workspaces: If your workspace allows join requests, users can request access from your site. Review requests in Settings → Invitations.

Managing Credentials

Admins can help members who lose access to their email or phone:

1. Find the member in People → Members
2. Click ⋮ → Change Email or Change Phone
3. Enter the new credential
4. Member receives a confirmation link at their current contact method
5. Once confirmed, the credential updates

This is safer than directly editing credentials—it ensures the member approves the change.

Team vs. Customers

The difference is in their role - team members get admin-style roles, customers get limited-access roles.

Labels

Labels are tags you attach to members to organize and filter them:

• "VIP", "New Customer", "Enterprise"
• Use labels in Actions to trigger automations
• Use labels in CEL conditions to control access

Anonymous Members

When someone interacts via SMS or voice without an existing account, they're created as an anonymous member. Anonymous members have limited data until identified.

Resolving Anonymous Members:

1. Go to People → Anonymous tab
2. Find the anonymous member to resolve
3. Click Resolve and select the real member to merge into
4. Their conversation history transfers to the target member

Expiring Anonymous Members: If an anonymous member won't be identified, click Expire to archive them without merging.

Archiving Members

Archive members you no longer need but want to keep records for:

1. Click ⋮ on a member row → Archive
2. Archived members can't log in but their data is preserved
3. Unarchive anytime from the Archived filter