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Access Levels for AI Agent

An overview of access levels that define how users can interact with the Improvado AI Agent to ensure secure, role-based collaboration and data usage.

Overview

The Improvado AI Agent acts as your intelligent teammate — ready to analyze, visualize, document, or act on your data using natural language. Access control ensures that only the right users can create chats, modify rules, share conversations, or explore platform usage.

Whether you’re exploring campaign performance or documenting workflows, permissions determine how users interact with the Agent and its output.

Permissions

Permission What it allows Who has it
View Open and read existing AI chats Viewer, Editor, Workspace Admin
Edit Ask questions, change rules, refine prompts, create chats Editor, Workspace Admin
Share Share chat publicly with your org Editor, Workspace Admin
Usage Access usage dashboard (requests, tokens) Workspace Admin

Conclusions

AI Agent helps teams unlock the power of their data through chat — but not every user needs the same level of control. With clearly scoped permissions, you can ensure safe collaboration, customizable experiences, and transparency across your workspace.

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.