Please note: AI Copilot is still in beta so make sure to double-check your message before sending it out.
Default role permissions
By default, the following permissions are set as default for the Owner and Admin roles:
Function | Description |
Buy AI credits | Can purchase AI credits through Infloww. See more. |
Credits allocation | Can allocated purchased credits to Creators. See more. |
Recover credits | Can withdraw credits from a Creator back to the unassigned pool. See more. |
AI persona | Can configure the AI persona. See more. |
Chatlog | Can see the report of how many credits an employee has used and what's their percentage of AI chats. |
By default, the following permissions are set as default for the Chatter roles:
Function | Description |
OF Manager > Messages Pro: AI Copilot | Can use AI Copilot to generate responses in Messages Pro. |
Assign Managers permissions to custom roles
Assign permissions to managers that allows them to configure the AI Copilot.
Go to Settings > Role Settings
Find your Manager role and select Set Permissions. A window will open
Go to Growth and select + to open the permissions
Check AI Copilot and assign the relevant function & data permissions:
Function | Description |
Buy AI credits | Can purchase AI credits through Infloww. See more. |
Credits allocation | Can allocated purchased credits to Creators. See more. |
Recover credits | Can withdraw credits from a Creator back to the unassigned pool. See more. |
AI persona | Can configure the AI persona. See more. |
Chatlog | Can see the report of how many credits an employee has used and what's their percentage of AI chats. |
5. Finally, assign whether this permission set applies to all data, self and subordinates or just data about self
6. Select Save
Assign Employee permissions to custom roles
Once you've assigned manager permission, assign employee permissions that allows access from Messages Pro.
Go to Settings > Role Settings
Find the role you want to be able to use AI Copilot and select Set Permissions. A window will open
Go to OF Manager and select + to open the permissions
Under Messages Pro, select AI Copilot
Select Save