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Overview of the platform roles

Last updated: 13 December 2021 

Platform roles ensure that all users of the platform have the appropriate permissions for their particular role. Roles and permissions govern all the access measures within the platform.

Built-in platform roles

The platform comes with nine pre-built roles, each with its own set of permissions.

Platform Role

Description

Owner

Complete access to the entire platform, plus owner portal. Owners receive immediate access to any new feature.

Admin

Complete access to the account.

Platform user

Can create, view, edit and delete most items in the chatbot management platform.

Developer

Can create, view, edit and delete all technical items (e.g. integrations).

Conversation builder

Can create, view, edit and delete conversations.

FAQ manager

Can create, view, edit and delete all FAQs and related items.

FAQ trainer

Can train the chatbot and improve FAQs using sent messages.

Ticket manager

Can create, view, edit and delete all live chat requests and support tickets, as well as manage all agents.

Ticket agent

Can view, claim and edit live chat requests and support tickets.

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