The AI Agent Builder Access permission determines whether an agent can access and manage AI 2.0 features in BoldDesk.

Administrators can assign this permission to control access to AI-related resources, including AI Agents, Knowledge Sources, Email AI Agents, AI Tools, and the AI 2.0 Builder.

By restricting access to authorized users, organizations can maintain security, governance, and proper control over AI administration.

Configure AI Agent Builder Access

To configure this permission:

1. Navigate to Admin > Agents.

2. Create a new agent or edit an existing one.

3. In the Edit Agent page, locate AI Agent Builder Access.

4. Select the appropriate access level:

   • Full Access
   • Restricted

5. Click Save.
   

   
   
   

Permission Levels

Full Access

Agents with Full Access can manage all AI 2.0 features and configurations.

They can:

• Access and manage AI Agents.
• Create and manage Knowledge Sources.
• Configure and manage Email AI Agents.
• Create and manage AI Tools.
• Access the AI 2.0 Builder.
• Create, edit, and delete AI-related configurations.

Recommended for:

• Administrators
• AI Managers
• Team Leads overseeing AI operations
• Users responsible for AI workflows and automation

Restricted

Agents with Restricted access cannot access or manage AI 2.0 features.

They cannot:

• View or manage AI Agents.
• Access Knowledge Sources.
• Manage Email AI Agents.
• Create or manage AI Tools.
• Access the AI 2.0 Builder.
• Create, edit, or delete AI configurations.

Recommended for

• Support agents handling customer interactions
• Users who do not manage AI resources
• Teams that require restricted access for security and compliance purposes

Common Use Cases

Assign Full Access

Use Full Access when an agent needs to:

• Administer AI settings and configurations.
• Create and manage AI Agents.
• Maintain AI Knowledge Sources.
• Configure Email AI Agents.
• Develop or manage AI Tools.
• Build or modify AI workflows using the AI 2.0 Builder.

Assign Restricted Access

Use Restricted when an agent:

• Handles support tickets or customer conversations.
• Does not manage AI resources.
• Is not involved in AI administration.
• Should be prevented from accessing AI settings for security or governance reasons.

Frequently Asked Questions

1. What is AI Agent Builder Access?
   AI Agent Builder Access is a permission that controls whether an agent can access and manage AI 2.0 resources such as AI Agents, Knowledge Sources, Email AI Agents, AI Tools, and the AI 2.0 Builder.

2. What happens when an agent has Restricted access?
   Agents with Restricted access cannot view, create, edit, or manage any AI 2.0 resources or configurations.

3. Does Full Access provide access to all administrator settings?
   No. Full Access only applies to AI 2.0 features and does not grant access to other BoldDesk administrative settings.

4. Is AI Agent Builder Access separate from other permissions?
   Yes. This permission is configured independently and does not rely on other role-based permissions.

5. Can an agent manage Knowledge Sources without Full Access?
   No. Managing Knowledge Sources requires Full Access.