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Roles

Role NameShort DescriptionModulePermissions
Tenant AdminComplete system administrator with access to all features and settingsAllAll
Bot UserEnd user who can interact with the virtual agent for questions and service requestsBot/VirtualAgentAll
Ticket UserEnd user who can create, view, and update their own ticketsTicketingAll
Ticket AgentSupport staff who handle and resolve tickets assigned to themTicketingAll
Ticket Agent SupervisorOversees ticket agents, manages queues, and has expanded ticket management capabilitiesTicketingAll
Ticket AdminConfigures and manages the entire ticketing system including templates and workflowsTicketingAll
Live Chat AgentHandles real-time conversations with users through the chat interfaceLive ChatAll
Live Chat SupervisorMonitors chat agents, reviews conversations, and manages chat operationsLive ChatAll
Live Chat AdminConfigures chat system settings, queues, and routing rulesLive ChatAll
Knowledge AnalystReviews and analyzes knowledge content performance and gapsKnowledge ManagementAll
Knowledge AdminCreates, manages, and optimizes all knowledge content and sourcesKnowledge ManagementAll
Bot AnalystMonitors bot performance, reviews conversations, and analyzes metricsCreator Studio and Bot ManagementAll
Bot AdminDesigns, configures, and manages bot behaviors and capabilitiesCreator Studio and Bot ManagementAll

Role Groups