How To Manage Granular Permissions For Conversation AI Agents

You spend a week building the perfect Conversation AI bot. You dial in the brand voice, map out the precise booking objectives, and train it on your best sales scripts. The bot is a machine. It books appointments on autopilot.

Then a junior support rep accidentally clicks into the bot settings. They think they are being helpful. They tweak the prompt, detach the training data, and mess up the booking goal. You wake up the next morning to furious texts from leads getting absolute nonsense from your bot. You lost thousands in pipeline value because someone clicked a button they never should have seen.

You cannot scale a team if everyone has the keys to the engine room. HighLevel just launched Granular Permissions for Conversation AI Agents. You can now lock down your bot settings, hide the training data, and give your team exactly the access they need without risking your revenue engine. Let us secure your bots right now.

Part 1: Access Your Team Settings

Ready to streamline this? Here is exactly how to do it in 60 seconds:

1. From your sub-account dashboard, click Settings in the lower left corner.
2. Select My Staff using the left side navigation bar.
3. Locate the specific staff member you want to restrict and click the Edit (Pencil) icon.

Part 2: Locate the AI Agent Controls

Stop letting everyone tinker with your complex bot logic.

1. Using the secondary navigation bar on the left, click on Roles and Permissions.
2. Scroll down until you see the AI Agents configuration block.

Part 3: Dial In The Exact Permissions

Give your team exactly what they need to do their jobs and nothing more.

1. Toggle View & Manage Conversation AI agents to grant or revoke full admin access. Turning this off entirely hides the bot menu and removes access to the list view for that user.
2. Toggle View & Manage Conversation AI agent Goals off to prevent team members from altering your carefully crafted bot logic. They will not even see the Bot Goals tab when editing.
3. Enable View Conversation AI Agent Goals if a user just needs to view the bot instructions for context without having the power to actually edit them.
4. Toggle View & Manage Conversation AI agent training to strictly control who can attach or detach your knowledge base URLs. Turning this off hides the Bot Training tab completely.

Part 4: Save and Secure

1. Review the access levels you just configured.
2. Confirm your changes by clicking the blue Save button.

Locking down your AI permissions guarantees your automated revenue engine stays perfectly tuned as your agency headcount grows.

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