šŸ“Œ Overview
We’ve introduced
granular permission controls
for Voice AI Agents, giving admins the ability to define
who can view, configure, and manage agents
at a fine-grained level. Whether you're onboarding new users or tightening control over sensitive workflows, these permissions offer flexible access without compromising security.
šŸŽÆ Why It Matters
  • Prevents unauthorized or accidental edits to critical AI configurations.
  • Allow controlled configuration workflows across different user roles.
  • Enable focused access to dashboards for analysis without exposing sensitive settings.
šŸš€ What’s New
Voice AI permissions are now broken down into four distinct types:
1 AI Agents Permission In User Staff
1. View & Manage Voice AI Agents
āœ… Enabled
:
  1. Full access to create, edit, delete agents.
  2. Assign phone numbers and configure overall settings.
  3. Automatically enables both ā€œView & Manage Agent Goalsā€ and ā€œView Agent Goalsā€.
🚫 Disabled
:
  1. Entire agent list is hidden.
  2. Users cannot create or manage agents.
  3. Goal-related permissions are also disabled.
  4. Dashboard access is unaffected by this setting.
This is the
parent permission
for managing agents. If disabled, users lose all goal-management capabilities.
3 Only Dashboard and No AI Agent Permission
2. View & Manage Voice AI Agent Goals
āœ… Enabled
:
  1. Full access to configure agent goals such as Knowledge base integrations, Post-call workflows, Custom actions, Data extraction fields etc.
  2. Supports both
    Basic
    and
    Advanced
    goal modes.
🚫 Disabled
:
  1. Goals tab is hidden during agent edits.
  2. Users can still define goals during creation, but cannot modify them later.
5 No Agent Goals Permission
Best suited for team members responsible for AI behavior and automation logic.
3. View Voice AI Agent Goals (Read-only)
āœ… Enabled
:
  1. Read-only visibility into the Agent Goals tab.
  2. Ideal for support or training roles needing awareness of agent logic.
🚫 Disabled
:
  1. Goal configuration completely hidden from view.
4 Only View Agent Goals Permission
4. View Voice AI Dashboard
āœ… Enabled
:
  1. Grants access to Voice AI analytics, transcripts, call recordings, and live/test performance dashboards.
🚫 Disabled
:
  1. Dashboard views are hidden globally, including inside the agent details screen.
  2. Prevents exposure of call logs, sensitive data, and performance metrics.
Best for analysts and supervisor leads monitoring call outcomes or reviewing agent impact.
2 No Dashboard Permission