Expert Dashboard - People

The People page in the Expert Dashboard is where you manage the community around your Knowledge Agent. Here you can track prospects, view your active seekers, and organize people into cohorts.

Tabs

The People page is organized into five tabs:

• Prospects — people who may be interested in connecting with your agent. Add them here to keep track and invite them when you're ready
• Seekers — people who have joined and are actively using your Knowledge Agent. You can see their name, email, and when they were last active
• Blocked — people you've blocked from accessing your agent
• Everyone — a combined view of all people connected to your community
• Cohorts — groups of seekers that you can organize by topic, class, or any category that makes sense for your audience

Inviting People

Click New Invitation to send an invite to someone by email. You can also click Add Prospect to add someone to your prospect list without sending an invitation right away.

Managing Your Community

Click on any person to view their profile and activity. From there you can see their conversation history, manage their access, and assign them to cohorts. Use the Search bar to quickly find someone by name or email.