Granular permissions for Conversation AI Agents let you precisely control team access to bot management, goals, and training. This feature strengthens security, supports role-based collaboration, and minimizes the risk of unauthorized changes—helping you safeguard your AI-driven workflows while keeping operations efficient.
TABLE OF CONTENTS
- What are Granular Permissions For Conversation AI Agents?
- Key Benefits of Granular Permissions For Conversation AI Agents
- How To Setup Granular Permissions For Conversation AI Agents
- Permission Types Explained
- Frequently Asked Questions
- Related Articles
What are Granular Permissions For Conversation AI Agents?
Granular Permissions For Conversation AI Agents is a HighLevel feature that allows administrators to define exactly what team members can view, manage, or configure within Conversation AI Bots. By assigning these permissions, you ensure that only authorized roles have control over bot creation, goals, and training. This strengthens system integrity and provides flexible access management that aligns with team responsibilities.
Key Benefits of Granular Permissions For Conversation AI Agents
Security: Safeguards bot configurations, goals, and training from unauthorized changes.
- Role-based access: Enable tailored team access based on roles and responsibilities.
Efficiency: Streamlines workflows by hiding unnecessary or restricted options.
Risk reduction: Minimizes accidental or unauthorized modifications through controlled access.
How To Setup Granular Permissions For Conversation AI Agents
1. Navigate to My staff
- From your sub-account, click Settings in the lower left corner
- Using the left side navigation bar, select My Staff
- Locate the staff member you’d like to update and click the Edit (Pencil) icon
2. Locate the AI Agents settings.
- Using the secondary navigation bar on the left, click Roles and Permissions
- Scroll down to AI Agents
3. Configure permission toggles on or off based on the user’s role. Toggles include:
- AI Agents (Parent Control)
- View & Manage Conversation AI agents
- View Conversation AI agent Goals
- View & Manage Conversation AI agent Goals
- View & Manage Conversation AI agent training
4. Save your Changes
Confirm your changes by clicking the blue Save button
Permission Types Explained
1. View & Manage Conversation AI Agents
This permission controls overall management of Conversation AI Bots, including creation, editing, and deletion.
When enabled:
Grants full access to create, edit, and delete Conversation AI Bots.
Activates dependent permissions, including View & Manage Conversation AI agent Goals, View Conversation AI agent and View & Manage Conversation AI agent Training.
When disabled:
Hides the entire Conversation AI Bots menu item.
Removes access to the list view and prevents new bot creation.
Automatically disables dependent permissions and conceals Conversation AI from AI Agents menus.
2. View & Manage Conversation AI agent Goals
This permission provides control over editing bot goals—ideal for advanced users configuring bot logic and objectives.
When enabled:
Allows users to edit Bot Goals while editing an existing bot.
- Suitable for power users configuring bot objectives and response logic.
When disabled:
Hides the Bot Goals tab during editing.
Users can still define goals during the creation process for form-based bots.
Bot trial access remains available.
3. View Conversation AI Agent Goals
This setting is for users who need to view-only, but not edit, configured bot goals.
When enabled:
Allows users to view configured bot goals such as instructions and actions.
Extends visibility to prompt details within the AI response info drawer.
When disabled:
Hides the Bot Goals tab during editing.
Goals are only visible during form-based bot creation.
Hides additional instructions in that context.
4. View & Manage Conversation AI agent Training
This permission controls access to bot training configurations by determining who can attach or detach a knowledge base from a bot.
When enabled:
Users can attach/detach a knowledge base from the bot.
Users can see which knowledge base was used for a response within the AI response drawer.
When disabled:
Hides the Bot Training tab and prevents modifications.
Removes knowledge base references from the AI response drawer in conversations.
Note: If both View & Manage Conversation AI Training and View & Manage Conversation AI agent Goals are disabled, the Bot Trial feature becomes inaccessible.
Frequently Asked Questions
Q: What happens if I disable “View & Manage Conversation AI Agents”?
The entire Conversation AI Bots menu disappears, preventing creation or editing. All dependent permissions are also disabled.
Q: Can I give a user read-only access to bot goals but restrict training?
Yes, you can enable View Conversation AI Agent Goals while disabling View & Manage Conversation AI Agent Training for visibility without training access.
Q: If I disable “View & Manage Conversation AI Agent Goals,” can users still set goals?
Yes, they can still define goals during the creation of form-based bots, but not when editing existing bots.
Q: How does disabling “View & Manage Conversation AI Agent Training” affect bots?
It removes access to the Bot Training tab, prevents attaching/detaching knowledge bases, and hides training details from the AI response drawer.
Q: What happens to Bot Trial if goal and training permissions are both disabled?
The Bot Trial feature will be inaccessible if both View & Manage Conversation AI Agent Training and View & Manage Conversation AI Agent Goals are disabled.
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