The User roles


They are 4 possible roles: Admin, Architect, Reader and Agent.


Admin role


The Admin role can access the following features and sections of the my.satisfaction.AI portal :

  • Dashboard
  • Loop
  • Transcripts
  • User settings
  • Bot settings

Architect role


The Architect role can access the:

  • Dashboard
  • Loop with limited access: only to oversee the live conversations
  • Transcripts
  • Bot settings

Reader role


The Reader role can access the:

  • Dashboard
  • Loop with limited access
  • Transcripts
  • Bot settings

Agent role


The Agent role can access the Loop feature. This tool allows you to monitor and control all live conversations going on with your xBot. If needed, Agents can take over conversations and accept conversations that are transferred automatically by your xBot or requested by your end-user.



Documented/reviewed 01/09/2020