Right now, the AI Knowledge Base appears to be tied too closely to the broader AI Agents permissions, including Voice AI and Conversation AI access.
Agencies need a more secure permission option that allows clients or staff users to access and update only the AI Knowledge Base, without giving them access to Voice AI, Conversation AI, agent settings, prompts, logs, templates, or other AI agent controls.
This is important because many clients need to update their own business information, such as:
Pricing
Service descriptions
FAQs
Policies
Hours
Product/service availability
Location-specific details
Without a separate Knowledge Base permission, agencies either have to give clients too much access or manually update the knowledge base for them every time something changes. That creates unnecessary admin work and increases the risk of clients accidentally changing AI agent settings they should not touch.
Requested feature:
Please add a staff/user permission that allows access to:
View AI Knowledge Bases
Edit AI Knowledge Base content
Add/remove knowledge base documents or FAQs
Without access to:
Voice AI settings
Conversation AI settings
Agent templates
Agent logs
Prompt/settings configuration
Other AI agent controls
This could be added under Staff Permissions, User Roles, or AI Agents permissions as a dedicated option called something like:
“AI Knowledge Base Access”
This would help agencies safely give clients control over their own business information while keeping the actual AI agent configuration protected.
Why this matters:
For agencies managing multiple clients, the knowledge base is often the client’s source of truth. Clients should be able to update their pricing, services, FAQs, and policies themselves without compromising the AI setup, voice agents, or conversation flows built by the agency.
This would make the AI Knowledge Base much more practical, secure, and scalable for agency-client workflows.