Documentation

User Management

The Users page lets you view, search, and manage users who interact with your chatbot. Access it from Admin > Users in your admin panel.

Overview

Every person who uses your chatbot has a user record. This page helps you:

  • See who's using your chatbot
  • View user activity and chat history
  • Deactivate problematic users
  • Review user audit logs

User List

Table Columns

ColumnDescription
EmailUser's email or guest ID
Customer IDExternal customer ID (from integrations)
StatusActive, Unconfirmed, Deactivated, or Guest
ChatsNumber of conversations
CreatedAccount creation date
Last ActivityMost recent action

User Statuses

StatusDescription
ActiveEmail confirmed, account in good standing
UnconfirmedEmail not yet verified
DeactivatedAccount disabled by admin
GuestAnonymous user (no email)

Guest users have IDs like g-123456789 - these are anonymous visitors using the chatbot without logging in.

Searching Users

Use the search bar to find users by:

  • Email address (partial match)
  • Customer ID (partial match)

Press Enter or click Search to apply the filter.

Sorting

Click any column header to sort:

  • Email - Alphabetical order
  • Status - By status type
  • Chats - By conversation count
  • Created - By registration date
  • Last Activity - By most recent action

Click again to toggle between ascending and descending order.

User Details

Click any user row to open the detail dialog.

User Information

FieldDescription
EmailUser's email address
Customer IDExternal customer ID
StatusCurrent account status
Created AtWhen the account was created
Confirmed AtWhen email was verified

Profile Information

If the user has completed their profile:

  • Name - First and last name
  • Phone - Phone number
  • Address - Full address details

Chats Tab

View the user's conversation history:

ColumnDescription
TitleChat title (usually first message)
MessagesNumber of messages
CreatedWhen the chat started
StatusActive or Deleted

Audit Logs Tab

View security-relevant actions by this user:

ColumnDescription
ActionWhat happened (login, update, etc.)
EntityWhat was affected
IP AddressUser's IP address
TimeWhen it occurred

Audit logs help track suspicious activity and debug issues.

User Actions

Deactivate User

Deactivating a user prevents them from logging in or using the chatbot.

  1. Click the user row to open details
  2. Click Deactivate User
  3. Confirm the action

When to deactivate:

  • Abusive or harmful behavior
  • Spam or bot accounts
  • Compliance or legal requirements
  • User requested account closure

Reactivate User

If a user was deactivated by mistake:

  1. Click the user row to open details
  2. Click Reactivate User
  3. Confirm the action

The user can immediately access their account again.

Guest Users

Guest users are anonymous visitors who use the chatbot without creating an account.

Characteristics:

  • No email address required
  • No profile information
  • Limited audit trail
  • Session-based access

What you can do:

  • View their chat history
  • Deactivate (blocks by session)

Guest access is controlled by chat permissions in App Config:

  • Guest - Anyone can chat without logging in
  • Login - Must have an account
  • User - Must have a verified email

Data Privacy

What's Stored

  • Email address
  • Profile information (if provided)
  • Chat messages and history
  • Activity timestamps
  • IP addresses (for audit logs)

What's NOT Stored

  • Passwords (authentication is passwordless)
  • Payment information (stored securely by payment provider)
  • Chat content after deletion

User Requests

  • Users can request data export
  • Users can request account deletion
  • Deactivation preserves data but prevents access

Best Practices

  1. Monitor regularly - Check for unusual patterns like rapid signups or excessive chats

  2. Respond to abuse - Deactivate users who violate terms of service

  3. Keep audit logs - Don't delete audit data; it's valuable for investigations

  4. Protect sensitive content - If your chatbot handles sensitive information, require login

  5. Document actions - Note why users were deactivated for compliance records

Infinite Scroll

The list loads 30 users at a time. Scroll down to automatically load more users.

Related Pages