User Groups

The User Groups section provides advanced user segmentation and management capabilities for organizing users into targeted collections across your angoor.ai workspace. This feature enables administrators to create both static and dynamic user groups, apply complex filtering criteria, and maintain organized user segments for targeted communication and analysis.

User Groups Dashboard

The main dashboard displays all user groups with comprehensive tracking and management information:

• Group Name: Identifier and title of the user collection

• Number of Users: Total count of users within each group

• Status: Active status indicator showing group operational state

• Date Created: Timestamp of initial group creation with sorting capabilities

• Created By: User attribution for group creation tracking

• Tags: Organizational labels for categorization and filtering

User Group Detail View

Clicking any user group opens a detailed management interface displaying all group members with comprehensive user information. The interface includes user IDs, names, phone numbers, and primary communication channels (WhatsApp, Instagram, Email). A dedicated User Group Details panel shows group metadata including user count, description, attributes, source information, and creation timestamps.

Importing by CSV file

Create user groups by uploading CSV files containing user data. For detailed instructions, refer to the "Importing by CSV file" section in the All Users documentation.

Creating User Group

Step 1: Name and details

Enter group name, optional description, tags for organization, and select a form from the dropdown, then click "Submit" to proceed to the next step.

Step 2: Configuration

Define user selection method (Manual Selection vs Filter-based Selection) and group behavior (Static Group vs Dynamic Group). Manual selection allows individual user choice, while filter-based selection uses automated criteria.

Step 3: User Selection

Configure inclusion and exclusion criteria using field-based filters with operators and values. Set up conditions to define which users qualify for group membership and exclude specific users.

Step 4: Metadata

Add group name, description, tags, and form attachments.

Step 4: Preview

Review final group configuration and membership before saving.

Use Cases Examples

• Group customers by industry, company size, or subscription tier for targeted messaging and personalized AI agent interactions

• Create user groups based on support plan levels (Basic, Premium, Enterprise) to route conversations to appropriate AI agents with different capabilities

• Segment users to control access to beta features, advanced AI tools, or premium knowledge base content based on their group membership

• Organize new users into groups by signup source or user type to deliver customized onboarding sequences and relevant AI assistant guidance