Participants
Open in CMSThe Participants screen lists the users who have interacted with your agent. From here you can open each person's conversation history and what the agent remembers about them. Found in the agent sidebar under Users → Participants.
Filters
| Show Filters / Hide Filters | Shows or hides the filter panel. |
| Name | Narrows the list by participant name. |
| Narrows the list by email address. | |
| Phone | Narrows the list by phone number. |
| Channel | Narrows the list by messenger channel (for example WhatsApp or Instagram). |
| Registered From Date | Shows participants registered on or after this date. |
| Registered To Date | Shows participants registered on or before this date. Must be on or after Registered From Date. |
| Apply / Reset | Apply runs the filter (Enter also works); Reset clears all filters. |
Participant List
| Grid / list toggle | Switches between cards (the default) and a table. Your choice is remembered for the rest of the browser session. |
| Participant card (grid) | Shows the participant's avatar, name, registration date and role chips. |
| Table (list) | Columns: Participant, Email, Registered Date, Channels, Roles and Memory. |
| Memory button | The face icon on each card and row ("What this agent remembers about them") opens that participant's remembered data. |
| Load More | Loads the next page of participants. |
| No Participants Yet | Shown when nobody has talked to your agent yet. |
| No Participants Found | Shown when your filters match nobody. |
| Participant click | Opens that participant's Conversation History. |
Conversation History
| Back to Participants | Returns to the participant list. |
| What This Agent Remembers | Opens the participant's remembered data (see below). |
| Grid / list toggle | Switches between conversation cards and a table (First Message, Messages, Last Message, Created, Action). |
| View Conversation / View | Opens the full conversation. |
| Load More Conversations | Loads older conversation threads. |
| No Conversations Yet | Shown when this participant has no conversations. |
| Required Permission | Reading conversations is governed by the contributor's Conversation history switch, which is on by default. Owners and Admins always keep access. Without it, the list is replaced by the warning "Conversation history is not available to you", and the conversation detail shows the same kind of warning with the participant's name withheld. See Managing Agent Access. |
| Action Visibility | The View Conversation buttons stay visible even without the permission, so the capability is discoverable and can be requested. |
| Privacy Mode | If your organization uses Privacy Mode, older conversation content may no longer be readable. |
What This Agent Remembers
| Back to participants | Returns to the participant list. |
| Access recording | Opening this page is recorded: who looked, whose data, and when. Correct or erase something only at the request of the person it belongs to. |
| Remembered data table | Columns: Field (with its purpose and a "sensitive" chip where relevant), Value, Where it came from (with the quoted source when available), Erased on, and Action. |
| Correct (pencil icon) | Opens the Correct dialog. Edit the Value (separate list items with semicolons) and click Save correction. Your change is marked as a staff correction, not as the person's own statement. |
| Erase (bin icon) | Erases the field immediately and stops the agent from recording it again. |
| Notices | "This agent does not remember anything about its participants" when memory is off for the agent; "This person has paused personalization" when the person has paused it; "Nothing remembered yet" when no field is filled. |
| No access warning | Shown when your organization has staff access switched off, or you have no participant data access level on this agent. See Managing Agent Access. |
Related guide: Participants