When creating an end-to-end bot flow, there may be instances where certain flows need to be handled by other teams or require assistance from other team members. To enable effective collaboration and allow your team to contribute to building an efficient bot, you can share bot access with other users.
- Only the super admin can provide bot access to other users. Access can be revoked at any moment on the Access control tab.
- A notification is sent to the super admin when the invited users accept or reject the bot access.
- Collaborators will only have the access level(role) as provided by the super admin.
User roles and access
The following table outlines various roles along with the associated access privileges for the bot:
|Admin||Can access all components across modules.|
|Developer||Can access all components across modules.|
|Database Viewer||Can only view the database.|
|Approver||Can publish bot from staging to production. An Approver should also have Developer access.|
|Inbox (Admin)||Can provide support for chat queries or tickets of the bot, and can view the analytics of his/her performance (First response time, number of tickets closed).|
|Inbox (Agent)||Agent can only respond to chats received from the user.|
|Insights (Analytics)||Has access to standard analytics, bot health monitoring, and user journey and goal tracking.|
|Insights (Admin)||Has access to all the available data and analytics.|
|Engagement (Admin)||Can send campaigns and configure audience.|
|Engagement (User)||Can only schedule campaigns.|
Share bot access
To share bot access with other users, follow these steps:
- Log on to Yellow.ai platform and click the Access Control icon .
- Click +Invite user.
- Enter the official Email address of the user.
- Select your preferred role(s) in Access control. You can select more than one role for a user.
c. Click Save. The invited user will receive an email with the bot access invitation.
Accept bot invites
To accept or reject a bot access invitation, follow these steps:
Log on to Yellow.ai platform and click Notifications icon at the top right corner.
If you have received a bot invite to your email address, you will see a notification. Click on the bell icon > Green tick.
Click on the drop-down to view the list of bots you have access to.
View bot invites
Your own bots will not be visible in this section.
In the View bot invites section, you can easily access and manage(Accept/Delete) pending bot invites sent by other team members.
You can explore and access different bots that belong to the Yellow.ai organization by searching for specific bots using their bot ID, name, or sub ID.
If you need access to a bot created by other members of the organization, you can search for that bot and click Request access. The Super admin will review the request and provide access to the bot if approved.
As a Super admin/Admin, you will see a list of pending bot invites. You can choose to either Accept the invitation to gain access to the bot or Decline it if you wish to decline the invitation.
You will receive notifications regarding bot invites, making it convenient for you to respond promptly.
Monitor bot access
With Super Admin/Admin privileges, you can monitor user interactions with your bot, including access requests, current access status, and access request history. Follow these steps:
Click the Access control icon.
Navigate to the Users tab to view a list of users with access to the bot. You can manage individual user permissions by utilizing the menu options beside each user's name:
- Click Edit for role adjustments
- Click Delete to remove bot access.
In the Invites tab, you can observe any pending access requests. This section provides information about the invitee, the person who extended the invitation, and the assigned role.
- To prompt the invitee to respond, you can opt to Resend Email.
- If you wish to withdraw the invitation, choose Revoke.
The User Requests tab displays details pertaining to users who have formally requested access to the bot.
You can also find this information in the Bot invites section for your convenience.
Approve published bots
Directly publishing bots is not supported.
Once modifications are made to a bot, they need to be published. Subsequently, Super Admins are required to assess and authorize the request. To apporove the request, follow the steps:
Click on your profile icon > Bot publish approvals.
Accept or decline approval requests for publishing bots in different environments.