Within the AI agents - Advanced add-on, there are three user roles:
- Client admin: Can view, add, and edit all AI agents and users within an organization.
- Client editor: Can view and edit all AI agents within an organization.
- Client user: Can view and edit specified AI agents within an organization.
For instructions on creating users, see Managing user access to AI agents - Advanced.
The table below lists the specific access levels for each role.
| Access | Role | ||
| Client user | Client editor | Client admin | |
| Features | |||
| Analytics | ✔️ | ✔️ | ✔️ |
| Training center | ✔️ | ✔️ | ✔️ |
| Content | ✔️ | ✔️ | ✔️ |
| Dialogue builder | ✔️ | ✔️ | ✔️ |
| Conversation logs | ✔️ | ✔️ | ✔️ |
| AI | ✔️ | ✔️ | ✔️ |
| Settings | |||
| AI agent settings | - | - | ✔️ |
| CRM integration | - | - | ✔️ |
| Generative replies | - | - | ✔️ |
| Entities | ✔️ | ✔️ | ✔️ |
| Actions | View only | ✔️ | ✔️ |
| User management | |||
| Browse user list | - | - | ✔️ |
| Create new users | - | - | ✔️ |
| Change user role | - | - | ✔️ |
| Give AI agent access to user | - | - | ✔️ |
| Edit AI agents |
✔️ (specified only) |
✔️ (all) |
✔️ (all*) |
| Exporting data | |||
| Conversation logs | ✔️ | ✔️ | ✔️ |
| Intents and training data | ✔️ | ✔️ | ✔️ |
| Translations | - | - | ✔️ |
| AI agent and organization management | |||
| Create AI agents | - | - | ✔️ |
| Delete AI agents | - | - | - |
| Manage organization | - | - | ✔️ |
| Create new organization | - | - | - |
Tip: If you need to delete an AI agent or create a new
organization, contact support@ultimate.ai.
*By default, client admins have access to all AI agents. However, a client admin can contact support@ultimate.ai to request that Zendesk restrict the AI agents that another client admin has access to. When this happens:
- Client admins with restricted AI agent access can give other users access only to the AI agents they themselves have access to.
- If a client admin with restricted AI agent access is downgraded to a client editor or client user, they continue to have the same restricted AI agent access.