7 docs tagged with "members"

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.

Add, invite, and manage the humans in your workspace — team and customers alike.

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

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

Create or update members automatically from webhook data as part of an automated workflow.