TABLE OF CONTENTS

• Request access
• Assign the Executive Insights role
  • Video walkthrough
  • Steps to assign the Executive Insights role 

Executive Insights is available only to agents with the Executive Insights role or a custom role that includes the Freddy AI - Access Executive Insights permission.

If you see Available for Executive roles only, your role does not include the required permission.

Request access

Contact your Account Administrator to request the Executive Insights role. After the role is assigned, refresh the page or reopen AI Insights & Analytics from the Freddy AI icon.

Assign the Executive Insights role

Only Account Administrators can assign this role.

Video walkthrough

Watch the following video for a walkthrough of assigning the Executive Insights role to an agent.

Steps to assign the Executive Insights role 

To assign the Executive Insights role to an agent, follow these steps:

1. Go to Global Settings > Admin Settings.

2. Under User Management, select Agents.

3. Select the agent to whom you want to assign the Executive Insights role.

4. Select the Permissions tab.

5. Under Workspace Permissions, select the Edit Permissions icon.

6. Under Roles, select Add Role, and then select Executive Insights.

   • If workspaces are enabled for you, then set the scope to Across the Workspace.

   • If workspaces are disabled for you, then set the scope to Across all groups in the service desk.

7. Select Save.

Note: To combine Executive Insights access with other permissions, create a custom role and add the Freddy AI - Access Executive Insights permission.