AI Agent / Product

User RoleAccess ScopePermissionsEnterprise Custom Integration
AdminCall Logs, Recording DashboardManage roles, monitor complianceActive Directory, PBX

User RoleAccess ScopePermissionsEnterprise Custom Integration
AnalystCRM Messages, Ticket LogsAnalyze tone, view emotion insightsZendesk, Freshdesk, Intercom

User RoleAccess ScopePermissionsEnterprise Custom Integration
Compliance OfficerPolicy Docs, Emails, ChatsSet tagging rules, access document logsM365, Google Drive, DLP tools

User RoleAccess ScopePermissionsEnterprise Custom Integration
Customer Engagement LeadChat Widget, CRMConfigure flows, monitor live chatsCustom Chat Interfaces

User RoleAccess ScopePermissionsEnterprise Custom Integration
Enterprise AdminUnified Portal ViewAssign roles, control integrationsSSO, LDAP, SAML

User RoleAccess ScopePermissionsEnterprise Custom Integration
Fraud InvestigatorVoice & Text RecordsReview flagged fraud cases, set rulesPBX, Email Gateways, Security Suites

User RoleAccess ScopePermissionsEnterprise Custom Integration
IT AdminServer, Integration LayerInstall, maintain integrationsData Lake, SIEM, Backup

User RoleAccess ScopePermissionsEnterprise Custom Integration
Meeting FacilitatorZoom, Teams, TranscriptsUpload recordings, view summariesKnowledge Bases, Video Archives

User RoleAccess ScopePermissionsEnterprise Custom Integration
Mobile UserMobile Call LogsMake/receive calls, view logsSoftphone Systems

User RoleAccess ScopePermissionsEnterprise Custom Integration
Normal UserRole-based views across all integrated communication platformsCan view data, reply to or assign cases based on permissions. No config or admin rights.Depends on role mapping and team assignment within each integration (e.g. CRM, chat, social API)

User RoleAccess ScopePermissionsEnterprise Custom Integration
Service CoordinatorWeb Widgets, Voicemail, WhatsAppConfigure response paths, prioritize alertsWeb CMS, Multilingual Routing

User RoleAccess ScopePermissionsEnterprise Custom Integration
Social Media ManagerSocial Video PlatformsMonitor brand content, flag violationsTikTok, YouTube, Meta Graph API

User RoleAccess ScopePermissionsEnterprise Custom Integration
SupervisorCall Analytics, DashboardssAccess dashboards, SLA reportsBI Tools, SQL Connectors

User RoleAccess ScopePermissionsEnterprise Custom Integration
Support AgentEmail, WhatsApp, Chat InboxesView, respond, assign ticketsCRM API, Ticketing Systems