Add-on | AI agents - Advanced |
Within the AI agents - Advanced add-on, there are three user roles:
- Client admin: Can view, add, edit, and delete all AI agents and users within an organization.
- Client editor: Can view, edit, and delete all AI agents within an organization.
- Client user: Can view, edit, and delete 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 | - | - | ✔️ |
UltimateGPT | - | - | ✔️ |
Content 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 | - | - | ✔️ |
Manage organization | - | - | ✔️ |
Create new organization | - | - | - |
Tip: If you need to 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.
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