Agent Contributors

Designates which organization Builders may manage and contribute to a specific agent, and what each of them may read.

Open the Organization page

Purpose and Access

Agent ContributorsDesignates which Builders may manage and contribute to a specific agent.
Implicit AccessOwners and Admins always have access and are not listed here.
Page AccessOwner/Admin only.
Separate PermissionsManaging the agent, reading its conversations, and reading what it remembers about people are three different permissions. Being a contributor grants only the first.

Contributor Card

NameDisplays the contributor's name.
Email Β· AddedDisplays the contributor's email and the date they were added.
Conversation historySwitch deciding whether the contributor may open this agent's transcripts. On by default.
Participant DataDropdown setting the contributor's access to what the agent remembers about people. Defaults to No access, and is disabled while the organization switch is off.
Delete IconRemoves the contributor.

Conversation History Switch

On (default)Can open the full transcript of this agent's conversations.
OffCan manage the agent, but cannot read what its users said to it.
Default RationaleOn by default because contributors could always do this; existing contributors keep the access they had, and no data migration is required.
Owner/AdminAlways able to read conversation history, even with their own switch off.
No Organization SwitchUnlike participant data, this permission has no organization-wide master switch.
Blocked PagesConversation Detail, a participant's Conversation History, and Thread Analysis show a warning in place of the conversation. On Thread Analysis, the analysis panel still renders.
Entry Buttons"View Conversation" buttons stay visible everywhere, so people can see the feature exists and request access.
Access RecordingEvery opening of a transcript is recorded β€” who read it, whose conversation, and when.
Not CoveredShort previews elsewhere β€” the Dashboard's first line, Feedback Insight snippets, Conversation Analysis evidence quotes β€” are not hidden by this switch.

Add Contributor

Add ContributorOpens the Add Agent Contributor dialog.
Organization BuilderDropdown listing eligible Builders not already contributors. Only Builders can be contributors.
Can view conversation historySwitch, on by default. Turn it off for someone who configures the agent but should not read customer conversations.
Participant data accessDropdown, defaults to No access.
AddConfirms and adds the selected Builder as a contributor.

Remove

Remove (trash icon)Deletes a contributor from the card.
Last ContributorCannot remove the last contributor; at least one must remain.

See Managing Agent Access for the full explanation of both permissions.