Permissions Required for AI Dashboards & Reports in BoldDesk
To provide visibility into how AI features are performing—without giving users the ability to modify AI configurations—you can assign read‑only analytics permissions to the relevant roles. The specific permission to access BoldDesk’s AI dashboards and reports:
- Reports → View AI report
Grants read-only access to Reports module items under the System category (AI dashboards/reports). Users can open the report pages, filter (date/brand/channel), and export. They cannot create/manage scheduled reports unless that separate permission is enabled.
BoldDesk exposes all the AI analytics items in the Reports module.
- Reports (System)
| Dashboard Name | Reference |
|---|---|
| AI Agent Performance Dashboard | Overview of the AI Agent Performance Dashboard |
| AI Usage Dashboard | Overview of AI Usage Dashboard |
| AI Credits Usage Dashboard | Overview of AI Credits Usage Dashboard |
| AI Credits Consumption & Balance Dashboard | Overview of AI Credits Consumption & Balance Dashboard |
How to Grant the Permissions
- Go to: Admin → Roles and Permissions → Open the role → Permissions tab.
- Enable Reports → View AI report
- Ensure the Reports module toggle is On.
- Scroll to Reporting permissions and check View AI report.
Frequently Asked Questions
-
What permission is required to view BoldDesk AI analytics dashboards?
Enable Reports → View AI report. This exposes AI dashboards/reports under Reports → System. -
Does Reports → View AI report allow editing AI settings or AI configurations?
No. Reports → View AI report provides analytics access only and does not grant any AI configuration access. -
Can users schedule reports with Reports → View AI report?
No. Scheduling and managing scheduled reports requires a separate permission. -
Can users export AI dashboards and reports with this permission?
Yes. Users with Reports → View AI report can export AI analytics content that they can view. -
Does this permission grant access to non-AI reports?
No. It applies to AI-specific dashboards/reports under Reports → System unless other reporting permissions are also enabled. -
Where do users find the AI dashboards after the permission is granted?
Users access AI analytics in Reports, under the System category. -
Do filters (date/brand/channel) change saved configuration or affect other users?
No. Filtering affects only the current view of the report for that user session and does not modify system configuration.
