The Agentic platform offers three user roles with different permissions and journeys: User, Agent Builder, and Admin.

User

Users can only access the Chat view and chat with the available agents.

They can edit their profile and view the Privacy & Security related to their account by clicking on their profile picture on the top right of the page, and clicking on Settings.

Agent builder

Agent builders have access to the same views as a User but they can also switch to the Build mode where they can:

• Create and edit agents by going to Build > Agents.

• Add and edit data sources, such as External integrations by going to Build > Data sources > External integrations and Documents by going to Build > Data sources > Documents.

• View the available tools by going to Build > Tools.

• Add and edit credentials by going to Administration > Credentials.

• View the analytics related to the agents by going to Administration > Analytics.

• Access the documentation by going to Resources > Documentation.

• Access the support portal by going to Resources > Support.

Admin

Admins have access to everything Agent Builders have and they can also:

• Access the company’s profile where they can manage the organization’s details and users by going to Administration > My organization.

• Manage billing by going to Administration > Billing.

Signing up for the first time

The main admin of your organization should first sign up by going to the Agentic platform sign up page, providing their email, name, and company name. They will receive an email asking them to activate their account by clicking the provided link.

Open

Once the account is activated, the admin can begin setting up the company workspace.

Managing your organization

Set up your company’s profile

We recommend you set up your company’s profile by going to Administration > My organization > Account Details.

Here, you can:

• Modify the name of your company;

• Add your company address;

• Add your company’s website;

• Set a default timezone;

• Set a default currency.

Inviting users to your organization

There are two ways to invite a new user to your organization.

#1 - You can send a direct invitation by giving the user’s information:

1. Go to Administration > My organization > Users;

2. Click the Invite user button;

3. Provide the email address, the full name, and, optionally, the phone number of the user you wish to invite.

4. Select the role of the new user: Admin, Agent Builder, or User.

5. Click Invite.

#2 - You can send an invitation link:

1. Go to Administration > My organization > Users;

2. Click the Invite user button;

3. Click the Copy invite link in the Invite with link section.

4. Give the link to the people you wish to invite.

Anyone clicking this link must enter their email address and name to sign up for the platform. They will automatically get the Admin role. If you do not want them to have this role, you will need to change their role to Agent Builder or User.

Managing users

You can manage current users of your workspace by going to Administration > My organization > Users and clicking on the three dots icon next to a user.

As such, you can:

• Change the role of a user by clicking Edit roles, selecting which role(s) to give, and clicking Update.

• Disable a user by clicking Disable user and then, clicking Proceed to confirm. Disabled users won’t be able to log in with their accounts.

• Log out the session of a user by clicking Log out user sessions. This will log out the authenticated user.

• Delete a user by clicking Delete user and then, clicking Delete to confirm.

Monitoring the audit logs

Admins can view the audit logs by going to Administration > My organization > Audit Logs.

Here, you can monitor the actions made by the users of the workspace, such as who added users, who logged in, who activated their account, etc. You can also download the entirety of the logs in an Excel sheet if needed by clicking the Download button.

Managing the billing

Coming soon!