Chat-only role

What is the Chat-only role?

The Chat-only role allows users to interact with agents in the app while restricting their access to any administrative or management features.

This feature is ideal for giving customers, external users, or team members secure agent access without exposing broader team or agent settings.

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Important:

The Chat-only role is a specialized role available only for teams on the Enterprise plan. If you are interested in activating it, please contact our sales team.

Key features

• Available only on the Enterprise plan
• Must be activated for your team by contacting sales
• Users with this role can see available agents and chat with them directly in the app
• They cannot view or manage agent settings, sources, or team members
• Chat-only users can see only their own conversation history and do not have visibility into team-wide conversations

For more details, see:

• Basic roles
• Create custom roles