Participants
Directory and Scope
| Participants Page Scope | Displays users who have interacted with the currently selected agent. |
| Active Agent Requirement | The page requires an active agent context before participant data is shown. |
| Role-based Access | Visibility follows CMS role constraints for owner and contributor access. |
Filtering and Segmentation
| Filter Panel Toggle | Filters can be shown or hidden to keep the list area focused. |
| Name Filter | Narrows participant results by user display name. |
| Email Filter | Narrows participant results by user email address. |
| Phone Filter | Narrows participant results by phone number data. |
| Channel Filter | Narrows participant results by messenger channel (for example WhatsApp or Instagram). |
| Registered From Date | Limits results to participants registered on or after the selected date. |
| Registered To Date | Limits results to participants registered on or before the selected date. |
| Apply Filter Action | Executes participant query using the current filter state. |
| Reset Filter Action | Clears active filters and restores unfiltered result scope. |
Presentation and Pagination
| Grid/List View Toggle | Participants can be displayed in card layout or table layout. |
| View Preference Persistence | Selected view mode is persisted for reuse on the next visit. |
| Participant Card (Grid) | Card view highlights avatar, identity, registration date, and role chips. |
| Participant Table (List) | Table view surfaces participant identity, email, registration date, channels, and roles. |
| Empty State (No Data) | Dedicated state is shown when no participant has interacted with the agent yet. |
| Empty State (No Match) | Dedicated state is shown when active filters return no matching participants. |
| Load More | Continuation-based pagination appends additional participant records. |
Participant-level Navigation
| Open Participant Conversations | Selecting a participant opens that participant's conversation history page. |
| Conversation History List | Shows available conversation threads for the selected participant. |
| View Conversation Action | Opens detailed conversation view for a selected thread. |
| Back to Participants Action | Returns from conversation history to the main participants list page. |
| Conversation Pagination | Supports loading additional thread history using continuation token flow. |