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Create a Genesys Agent Assist role

Series: Set up Genesys Agent Assist

Next suggested step: Assign the Genesys Agent Assist role to users

Note: If your agents use Agent Assist, you must remove the Assistant > All permissions from their assigned permissions, as this contains Assistant > Copilot > View permission, and displays the new Copilot panel for them. Instead, add Assistant > Assistant > View and Assistant > Queue > View permissions for the agents.

To create an Agent Assist role, follow these steps.

  1. Click Admin.
  2. Under People & Permissions, click Roles/Permissions.
  3. From the Menu, click User Management > Roles and Permissions.
  4. Click Add Role.
  5. Enter Genesys Agent Assist as name.
  6. Optional: Enter a description.
  7. Click the Permissions tab.
  8. Under Permissions, click a category to expand it.
  9. Assign the respective permissions.
  10. Click Save.