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.
Important: Administrators can add or remove permissions from roles, which can affect functionality. Make sure that all roles, default or customized, contain the permissions required for a specific function. For more information, see Roles and permissions overview.
Agent Copilot administrator role
The administrator role provides administrative access to the Agent Copilot components and services.
Agent UI > Default Panels > Edit
Agent UI > Default Panels > View
Analytics > agentCopilotAggregate > All permissions
Analytics > Conversation Aggregate > All permissions
Analytics > Knowledge Aggregate > All permissions
Analytics > Tab Configurations > All permissions
Analytics > View Configurations > All permissions
Analytics > Flow Observation > View
Analytics > Queue Observation > View
Analytics > summaryAggregate > View
Assistants > All permissions
Assistants > Queue-user assignments > View
Assistants > Queue-user assignments > Add
Authorization > License > View
Conversation > Suggestion > All permissions
Conversation > Utterance > All permissions
Conversation > suggestionEngagement > All permissions
Conversation > Summary > All permissions
Conversation > Summary Feedback > All permissions
Conversation > Summary Engagement > All
Directory > User > View
Knowledge > All permissions
Knowledge > Search > Edit
Language Understanding > All permissions
Responses > All permissions
Routing > Queue > All permissions
Scripter > All permissions
Speech and text analytics > Dictionary term > View
Speech and text analytics > Dictionary term > Add
Speech and text analytics > Dictionary term > Edit
Speech and text analytics > Dictionary term > Delete
Web Deployments > Deployment > View
Architect > Dependency Tracking > View
Agent Copilot agent role
For your agents, the Agent Copilot Agent role provides the necessary access and clearances.
Agent UI > Default Panels > View
Assistants > Assistant > View
Assistants > Queue > View
Assistants > Copilot > View
Assistants > Queue-user assignments > View
Conversation > Suggestion > View
Conversation > Utterance > View
Conversation > suggestionEngagement > Add
Conversation > Summary > View
Conversation > Summary Feedback > Add
Conversation > Summary Feedback > Edit
Conversation > Summary Engagement > Edit
Knowledge > Category > View
Knowledge > Context > View
Knowledge > Document > View
Knowledge > Document content copy > Add
Knowledge > Documents presented > Add
Knowledge > Document Version > View
Knowledge > Document View > Add
Knowledge > Feedback > All permissions
Knowledge > Knowledgebase > View, Search
Knowledge > Document Answer > View
Knowledge > Search > Edit (to view or manage feedback)