Users Management

The Users Management page allows you to control who can interact with your AI assistants through messaging apps like WhatsApp, Telegram, and Slack. Add people here to let them send messages to your assistant and get automated responses.

Overview

Access Users Management by opening your project settings and selecting "Users" from the Project section.

Adding a New User

1. Click the Add User button in the top-right corner

2. Fill in the required information:

   • Phone Number (Required): User's phone number in international format (e.g., [phone])

   • Email (Optional): User's email address

   • First Name (Required): User's first name

   • Middle Name (Optional): User's middle name

   • Last Name (Required): User's last name

3. Select at least one environment the user should have access to. Users are assigned to specific environments that determine their access level. For more information about environments visit the Environments page.

4. Click Add User to create the user

Validation Rules

• Phone numbers must be valid international format (minimum 10 digits)

• Email addresses must be valid if provided

• At least one environment must be selected

• First name and last name are required

Searching for Users

Use the search bar at the top to quickly find users by:

• Name (first, middle, or last)

• Email address

• Phone number

The search automatically filters results as you type, with a 500ms debounce for better performance. Matching text will be highlighted in yellow.

To clear the search, click the X icon in the search bar.

Editing a User

1. Click the Edit icon (pencil) next to the user you want to modify

2. Update any of the following:

   • Phone number

   • Email address

   • First, middle, or last name

   • Environment assignments

3. Click Update User to save changes

Important Notes

• Users must have at least one environment assigned

• Changes apply to all environments

• To remove a user from all environments, use the Delete function instead

Deleting a User

1. Click the Delete icon (trash) next to the user you want to remove

2. Review the confirmation dialog carefully

3. Click Remove to confirm deletion, or Cancel to abort

Warning: Deleting a user removes them from ALL environments. This action cannot be undone.

User Information Display

The users table shows:

Column	Description
User	Avatar with initials, full name, and creation source (Invited or Self-registered)
Email	User's email address (or "No email" if not provided)
Phone	User's phone number (or "No phone" if not provided)
Environments	Badges showing which environments the user has access to
Created	Date when the user was first added
Actions	Edit and Delete buttons

User Creation Sources

Users can be added in two ways:

• Invite: Added by you through the Users Management interface

• Self-registered: User signed up on their own, by directly interacting with one of the assistants.

Best Practices

1. Phone Numbers First: Always include phone numbers for users who will interact via WhatsApp, Telegram, or Slack

2. Email Optional: Add email addresses when available for better user identification

3. Environment Assignment:

   • Add yourself and core team to Development

   • Add team members to Staging for collaborative testing

   • Only add users to Production when they're ready to interact with the live assistant. Normally in production you'll have your core team and your customers.

4. Regular Audits: Periodically review your user list and remove users who no longer need access

5. Clear Naming: Use complete names to easily identify users

6. Search Efficiency: Use the search function when managing large user lists

Troubleshooting

"Phone number is required" Error

Make sure you've entered a valid phone number in international format (e.g., [phone]).

"Please select at least one environment" Error

You must assign the user to at least one environment. Check the boxes for the appropriate environments.

"Invalid Email" Error

If you provide an email, it must be in valid format (e.g., [e-mail]). You can leave it blank if not available.

"User must have at least one environment" Error (Edit)

When editing, users must remain in at least one environment. To remove a user completely, use the Delete function.

Search Returns No Results

• Check your spelling

• Try searching for partial matches

• Click the X icon to clear the search and view all users

• Verify the user exists in the current project

Related Documentation

• General Settings

• Secrets Management

• Access Keys Management

• People Management