‼️ Shareble AI Agent
B
Binding Dolphin
Currently each person has to set up their own AI agent and the ones set up from an owner or manager are not visible for team members to engage with the contact is this something that can be added on fairly easily?
Tawheed Al-towaitee
Merged in a post:
AI Agents Viewing Permission
M
Many Goose
I want my team members to be able to see the AI Agents that I and others have made based on specific permission settings within the Agent (much like the Saved Replies function works)
Chris Brisson
Thanks for posting this, Many Goose — really helpful feedback. We’ll take a look at adding permission-based visibility for AI Agents (similar to how Saved Replies work) and follow up once we have more info.
Chris Brisson
Thank you for posting, Binding Dolphin! I have a few more questions for you:
- How do you envision team members accessing and interacting with the shared AI agent?
- What specific functionalities should the shared AI agent have for team collaboration?
- Are there any privacy or security concerns we should consider when implementing a shared AI agent?
B
Binding Dolphin
Chris Brisson thanks for getting back to me Chris
1.)Ideally, the shared AI agent would be accessible via a central team dashboard or workspace where owners/managers can assign visibility and permission levels. Once shared, team members should be able to interact with the AI agent directly from their own accounts similar to how shared inboxes or pipelines work in CRMs without needing to clone or recreate the agent.
2.) What specific functionalities should the shared AI agent have for team collaboration?
• Role-based permissions: e.g., view-only, edit, or full control.
3.) Are there any privacy or security concerns we should consider when implementing a shared AI agent?
• Based on permission levels users can edit and see the AI agent in their dashboard if not should just be able to engage with AI agent at the minimum