Docs/Help/Members

Members

Directory and Scope

Members Page ScopeDisplays users who have interacted with the currently selected agent.
Active Agent RequirementThe page requires an active agent context before member data is shown.
Role-based AccessVisibility follows CMS role constraints for owner and contributor access.

Filtering and Segmentation

Filter Panel ToggleFilters can be shown or hidden to keep the list area focused.
Name FilterNarrows member results by user display name.
Email FilterNarrows member results by user email address.
Phone FilterNarrows member results by phone number data.
Channel FilterNarrows member results by messenger channel (for example WhatsApp or Instagram).
Registered From DateLimits results to members registered on or after the selected date.
Registered To DateLimits results to members registered on or before the selected date.
Apply Filter ActionExecutes member query using the current filter state.
Reset Filter ActionClears active filters and restores unfiltered result scope.

Presentation and Pagination

Grid/List View ToggleMembers can be displayed in card layout or table layout.
View Preference PersistenceSelected view mode is persisted for reuse on the next visit.
Member Card (Grid)Card view highlights avatar, identity, registration date, and role chips.
Member Table (List)Table view surfaces member identity, email, registration date, channels, and roles.
Empty State (No Data)Dedicated state is shown when no member has interacted with the agent yet.
Empty State (No Match)Dedicated state is shown when active filters return no matching members.
Load MoreContinuation-based pagination appends additional member records.

Member-level Navigation

Open Member ConversationsSelecting a member opens that member's conversation history page.
Conversation History ListShows available conversation threads for the selected member.
View Conversation ActionOpens detailed conversation view for a selected thread.
Back to Members ActionReturns from conversation history to the main members list page.
Conversation PaginationSupports loading additional thread history using continuation token flow.