Get started with manager assistant in Connect Customer
Before you can use manager assistant, assign the required permissions and verify access.
Assign permissions for manager assistant
Assign users the following security profile permissions so that they can open manager assistant and view performance metrics for users, queues, routing profiles, flows, cases, self-service, AI agents, evaluation forms, and test cases.
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Workspace Applications, Connect assistant, View – grants access to the assistant. For information about assigning permissions, see Security profiles.
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Resource-specific view permissions – viewing metric data through manager assistant requires the same permissions that are required to view that data elsewhere in Connect Customer. For example, to view flows data, you need the Flows - View permission, and to view users data, you need the Users - View permission. For the full list, see List of security profile permissions.
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Access control tags and agent hierarchies – you can use resource tags, agent hierarchies, and access control tags to apply granular access to the metric data that manager assistant returns. For more information, see Apply tag-based access control and Apply hierarchy-based access control.
Ask your first question
To ask a question in manager assistant
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In the Connect Customer admin website, choose the assistant icon in the right panel.
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Type a question, or choose one of the suggested prompts. For example,
How is my contact center performing over the last week?
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Review the response, and then ask a follow-up question to drill into your data or to view historical trends. Manager assistant also suggests follow-up prompts that you can choose. For more information about the types of questions that you can ask, see Capabilities overview.
