AI Assistants Permissions: How to Assign and Use
AI Assistants permissions allow team members to view or manage AI-powered assistants that automate customer interactions and support tasks within Mercuri CX.
Steps to Assign AI Assistants Permissions:
Navigate to Settings from the left sidebar.
Click on Teams.
Select an existing user or click on Add User to create a new one.
Enter the required details such as Name, Email, and Role.
Click on the Configure Permissions button.
Under AI Assistants, assign the desired permission type — View or Manage.
Permission Types
1. View AI Assistants
Allows users to see which AI Assistants are currently live in the workspace. They can open each assistant to view its System Prompt and Application Prompt, helping them understand how each assistant is configured and responds.
Example: Assign View AI Assistants if a user needs to review the behavior or configuration of active AI Assistants without making any changes.
2. Manage AI Assistants
Grants users the ability to create new AI Assistants or modify existing ones. This includes editing or updating the System Prompt and Application Prompt for better customization and performance.
Example: Assign Manage AI Assistants if a user is responsible for building or optimizing AI Assistants to improve automated communication.
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