Skip to main content

Assistant User Groups

Assistant User Groups let you control which agents can access specific Assistants. This is especially useful in larger teams where certain Assistants are only relevant for specific roles, departments, or expertise levels.

Creating a Group​

  • Navigate to the Assistant User Groups section in the left sidebar navigation settings.
  • Create a new group and assign a clear, descriptive name (e.g. "Pilot Group", "Technical Support").
  • Add the appropriate users to the group based on their role or function.

Assigning Groups to Assistants​

  • In the Assistant edit view, under the Assistant settings section, you can select one or more Assistant User Groups.
  • When one or more groups are selected:
    • On-Demand Assistants will only be visible in the UI for members of the selected groups.
    • Automatically evaluated Assistants (triggered via an Operator) will not run for users outside the selected groups.
  • If no group is selected, the Assistant will be available to all agents assigned to the profile.