Page cover

When a new user is added to the Satisfi Labs dashboard, one of two user types can be assigned. Learn more about the user types and see which type is best for your users!

User Types

Capabilities
Agent
Administrator

Resource Center & Chat Support Access

Dashboard Homepage Access

Live Agent Engine Dashboard Access

AI Chat Performance Reporting Access

✔*
✔*

Live Agent Engine Reporting Access

✔*
✔*

Ability to Edit and Publish Response Content

✔*

Ability to Adjust Agent Online Status or Team Assignment

Chat Page Library/Popup Snippet Access

Additional Data & Reporting Access

User Setting Access

For any category labeled as ✔*, note that access to this functionality can be added or removed at any time for specific users by the company administrator.

Agents

The "Agent" user type is used by organizations that are using the Live Agent Engine within their chat experience. Agents always have access to the following areas within the Satisfi Labs dashboard:

  • Dashboard Homepage

  • Links to Resource Center & Chat Support

  • Live Agent Engine Dashboard

Additional permissions can be granted to individual agents by an administrator to access:

  • AI Chat Performance Reporting

  • Live Agent Engine Reporting

Administrators

The "Administrator" user type is the most common account type used across all client verticals. Administrators always have access to the following areas within the Satisfi Labs dashboard:

  • Dashboard Homepage

  • Links to Resource Center & Chat Support

  • Live Agent Engine Dashboard

  • Live Agent Engine Agent Online Status Management

  • Live Agent Engine Team Assignment Management

  • Chat Page Library/Popup Snippet List

  • Image Library

  • Response Library (View Only)

  • Additional Data & Reporting

  • User Settings

Additional permissions can be granted to administrators to access:

  • AI Chat Performance Reporting

  • Live Agent Engine Reporting

  • Ability to Edit and Publish Response Content

Last updated

Was this helpful?