Understanding user roles for AI agents - Advanced

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Add-on

AI agents - Advanced

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 [e-mail].

*By default, client admins have access to all AI agents. However, a client admin can contact [e-mail] 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.