People
The agent can work with your team without treating everyone as its owner. This section is how that is decided: who it will talk to, what each of them can get it to do, and what happens when somebody needs more than they have.
- Roles — the four levels, and what each can see
- Approvals — when a colleague needs your say-so
- Allowed anyway — standing permissions, and how narrow they are
- Group chats — one conversation, many senders
- Trust and its limits — what identity is worth, and what is not covered
The roster
Settings → People lists everyone who has ever messaged a channel, including the ones the agent turned away — that is what the list is for. Somebody appears the first time they write, whether or not they got through.
Rows are a name, a role and a chevron. Everything else lives on their page.
How somebody is identified
By the platform's own id — a Telegram user id, a Slack user id — scoped by channel, so telegram:100200300 and slack:U04AB never collide. Never by a display name, which is whatever the sender set it to this morning.
One person may reach the agent on several channels. Each identity is its own row, because each is a separate claim the platform is vouching for.
Strangers
A sender nobody has classified is refused before a session exists, so there is nothing for them to talk the agent into:
I only talk to people I have been introduced to. I have let my primary user know you got in touch — if they add you, try again.
You are told once, not once per attempt. Their id is recorded so you can promote them from the list rather than going to find it on the platform.
The gate opens itself until you name a primary
With nobody marked primary, the portal has no basis for deciding who is a stranger, so it lets everyone through and simply records them. Name yourself primary and the gate closes. This is also why turning this on in an existing deployment does not lock you out of your own agent.
Forgetting somebody
Forget removes the row. It is not a block — the next message from them arrives as a stranger, is refused, and they reappear here. Blocking is what the Blocked role already does.