When using AI chatbots to help manage customer conversations, it’s important to have clear control over who can see and change your bot settings. Setting up permissions helps you keep your chatbot running smoothly while protecting important details.
📌 Why This Matters
Managing permissions gives you peace of mind by limiting access only to trusted team members. This helps prevent accidental changes and keeps your chatbot aligned with your business goals.
✨ What’s New
- View & Manage AI Chatbots: Decide who can create, edit, or delete your chatbots and access related settings like goals and training.
- View & Manage Bot Goals: Control who can set or edit the objectives your chatbots use to respond to customers.
- View Bot Goals (Read-only): Allow some team members to see bot goals without making any changes.
- View & Manage Bot Training: Control access to the chatbot’s knowledge base, which helps improve its answers.
🛠️ How to Use It
- Step 1: Go to your staff or team settings in your business software.
- Step 2: Select the user whose permissions you want to adjust.
- Step 3: Choose the roles and permissions related to chatbot management, such as viewing or editing bots and their goals.
- Step 4: Save the changes so each team member only has the access they need.
💡 Pro Tip
Carefully managing who can update your chatbot settings ensures your customer conversations stay consistent, helping build trust and protect your business’s reputation.
