Your team does not always work from a desk, and now your CRM’s AI assistant can follow the same user permissions on mobile that you already set on desktop. That means the right employees can use AI in the app while they’re on the go, without giving access to everyone.

📌 Why This Matters

If your staff uses their phones to manage conversations, look up information, or handle day-to-day work, mobile access matters. With user-based permissions, you stay in control of who can use the AI assistant while making it easier for approved team members to get quick answers wherever they are. It also cuts down on confusion by showing clear messages when access or usage limits get in the way.

✨ What’s New

• Mobile follows user permissions: If you’ve given a team member access on desktop, they can use the AI assistant in the mobile app too.
• Access stays controlled by user: Only the people you approve will see the AI assistant. Everyone else will not see it in the app.
• Helpful setup reminders: If some teammates still need access, the app can show a reminder so you know setup is not fully complete.
• Clear in-chat messages: If a message is blocked by a policy or usage limit, the app explains why instead of showing a vague error.
• Better mobile reliability: If access cannot be checked, users see a retry screen instead of a broken chat experience.

🛠️ How to Use It

1. Step 1: Open your CRM on desktop and give AI access to the specific team members who should use it.
2. Step 2: Have that team member sign in to the mobile app using their own user account.
3. Step 3: Open the AI assistant from the app and start a conversation as needed during the workday.
4. Step 4: If someone cannot access it, review their user permissions and check whether a usage limit or access restriction is causing the issue.

💡 Pro Tip

Give mobile AI access to the employees who answer customers fastest, because quicker replies and better information can help you close more sales and keep more business.