AI Agents permission guide

Overview

Granular permissions let you control who can access and edit your AI Agent settings in Assembled. You can use role-based access (Admin, Manager, Team Lead, Standard), or create specific permissions for specific features. This means you can create specialized roles like "Voice Agent Manager" without giving someone access to every AI settings page.

How to Configure Permissions

All permissions are managed in Roles and permissions.

To set up permissions:

1. Go to Manage team and select Roles and permissions.
2. Select a role to edit or create a new one.
3. Find the relevant section: AI Support, Report, or Configure.
4. Set the permission level you need.

Available Permissions

AI Support

These permissions control who can access AI agent configuration and quality review features.

Workflows

This permission affects the AI Support → Workflows section in your sidebar.

You can set 4 permission levels:

• Can create, edit, and delete workflows — full workflow management
• Can test and view workflows — test workflows without editing
• Can view workflows — read-only access
• No access to workflows — no workflow access

Default permissions: Admin, Manager, and Team Lead can edit workflows. Standard and Basic have no access.

Voice Agent Settings

This permission affects the AI Support → Voice Agent Settings section.

You can set 3 permission levels:

• Can edit voice agent settings — full configuration access
• Can view voice agent settings — read-only access
• No access to voice agent settings — no access

Default permissions: Only Admin can edit. All other roles have no access.

Chat Agent Settings

This permission affects the AI Support → Chat Agent Settings section.

You can set 3 permission levels:

• Can edit chat agent settings — full configuration access
• Can view chat agent settings — read-only access
• No access to chat agent settings — no access

Default permissions: Admin, Manager, and Team Lead can edit. Standard and Basic have no access.

Email Agent Settings

This permission affects the AI Support → Email Agent section.

You can set 3 permission levels:

• Can edit email agent settings — full configuration access
• Can view email agent settings — read-only access
• No access to email agent settings — no access

Default permissions: Only Admin can edit. All other roles have no access.

Copilot Settings

This permission affects the AI Support → Copilot Settings section.

You can set 3 permission levels:

• Can edit Copilot settings — full configuration access
• Can view Copilot settings — read-only access
• No access to Copilot settings — no access

Default permissions: Admin, Manager, and Team Lead can edit. Standard and Basic have no access.

Quality Review

This permission affects the AI Support → Quality Review section.

You can set 3 permission levels:

• Review quality for all agents — full QA review access for all agent types
• Review quality for certain agents — QA review for specific agent types only
• No access to quality review — no QA review access

Default permissions: Admin, Manager, and Team Lead can review quality for all agents. Standard and Basic have no access.

This permission is useful for creating specialized QA reviewer roles. For example, you could create a "Chat QA Reviewer" role that only reviews chat agent quality.

Configure Permissions

These permissions control who can access AI agent configuration pages in the Configure section.

General Settings

This permission affects Configure → AI Agent Configuration → General Settings.

You can set 3 permission levels:

• Can edit general settings — full configuration access
• Can view general settings — read-only access
• No access to general settings — no access

Default permissions: Only Admin can edit. All other roles have no access.

Style Guide Settings

Style guide permissions affect Configure → AI Agent Configuration → Style Guide.

You can set 3 permission levels:

• Can edit style guide settings — full configuration access
• Can view style guide settings — read-only access
• No access to style guide settings — no access

Default permissions: Admin can edit. Manager, Team Lead, and Standard can view. Basic has no access.

This permission is useful for creating a "Content Manager" role. Combine it with knowledge management edit permissions to let someone manage content without giving them full admin access.

Knowledge Management Settings

This permission affects Configure → AI Agent Configuration → Knowledge Management Settings.

You can set 3 permission levels:

• Can edit knowledge management settings — upload and manage knowledge base
• Can view knowledge management settings — read-only access
• No access to knowledge management settings — no access

Default permissions: Admin can edit. Manager and Team Lead can view. Standard and Basic have no access.

Info Fields

This permission affects Configure → AI Agent Configuration → Info Fields.

You can set 3 permission levels:

• Can edit info fields settings — configure custom fields
• Can view info fields settings — read-only access
• No access to info fields settings — no access

Default permissions: Only Admin can edit. All other roles have no access.

QA Scoring Settings

This permission affects Configure → AI Agent Configuration → QA Scoring Settings.

You can set 3 permission levels:

• Can edit QA scoring settings — configure scoring criteria
• Can view QA scoring settings — read-only access
• No access to QA scoring settings — no access

Default permissions: Admin, Manager, and Team Lead can edit. Standard and Basic have no access.

Case Classification Settings

This permission affects Configure → AI Agent Configuration → Case Classification Settings.

You can set 3 permission levels:

• Can edit case classification settings — configure classification rules
• Can view case classification settings — read-only access
• No access to case classification settings — no access

Default permissions: Only Admin can edit. All other roles have no access.

Handoff Settings

This permission affect Configure → AI Agent Configuration → Handoff Settings.

You can set 3 permission levels:

• Can edit handoff settings — configure handoff settings
• Can view handoff settings — read-only access
• No access to handoff settings — no access

Default permissions: Only Admin can edit. All other roles have no access.

Report Permissions

These permissions control who can view AI analytics and insights reports.

AI Agent Performance Report

This permission affects the Report → AI Agent Performance section.

You can set 2 permission levels:

• Can view — access to AI agent performance metrics
• No access — cannot view the report

Default permissions: Admin, Manager, and Team Lead can view. Standard and Basic have no access.

Case Automation Analysis Report

This permission affects the Report → Case Automation Analysis section.

You can set 2 permission levels:

• Can view — access to case automation insights
• No access — cannot view the report

Default permissions: Admin, Manager, and Team Lead can view. Standard and Basic have no access.

AI Agent QA Scorecard Report

This permission affects the Report → AI Agent QA Scorecard section.

You can set 2 permission levels:

• Can view — access to AI agent QA metrics
• No access — cannot view the report

Default permissions: Admin, Manager, and Team Lead can view. Standard and Basic have no access.

Copilot Impact Report

This permission affects the Report → Copilot Impact section.

You can set 2 permission levels:

• Can view — access to Copilot impact analysis
• No access — cannot view the report

Default permissions: Admin and Manager can view. Team Lead, Standard, and Basic have no access.

Standard Permissions for each Default Role