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Roles & Permissions Matrix
Granular role-based access control (RBAC) across models, conversations, billing, workflows, and developer keys.
Admin Level
Super Administrator
Unrestricted control over workspace subscriptions, fine-tuning keys, and compliance logs.
2 Assigned Users
Manager
AI Operations Lead
Deploy new bots, tune model system prompts, manage vector uploads, and build workflows.
3 Assigned Users
Operator
Customer Support Lead
Access Live Chat hub, take over customer conversations, view transcripts, and manage FAQs.
5 Assigned Users
Sales Rep
Sales Executive
Manage CRM contacts, deal pipeline stages, outbound WhatsApp campaigns, and meetings.
4 Assigned UsersGranular Permission Matrix
Toggle specific capability flags per organization security policy.
| Workspace Capability / Module | Super Admin | AI Ops Lead | Support Lead | Sales Exec |
|---|---|---|---|---|
| AI Agents Fleet & Model Hyperparameters | ||||
| Live Chat Hub & Human Intervention | ||||
| CRM Contacts, Deals & Sales Pipeline | ||||
| Automation Visual Builder & Webhook Triggers | ||||
| Knowledge Base & Vector Store Uploads | ||||
| Billing, Invoices & Plan Upgrades | ||||
| Developer API Keys & Security Settings |