Enable Genesys Cloud Copilot

AI-generated summary

Genesys Cloud Copilot is an upcoming feature requiring specific permission assignments to enable user access. Administrators must assign three core permissions to user roles: Copilot > Message > Send (allows users to send messages to Copilot), Copilot > Message > View (enables retrieval of messages from Copilot), and Copilot > Session > View (permits access to active and historical sessions). These permissions can be assigned to custom or existing roles. Once configured, users access the Copilot icon in the upper right corner of their interface next to their profile picture to interact with the system and ask questions. For administrative functions, additional permissions include Copilot > Agent > View and Copilot > Tool > View for accessing the usage dashboard, and Copilot > Settings > View and Copilot > Settings > Edit for viewing and modifying configuration settings. Administrative permissions should be assigned only to users requiring organization-level changes to Copilot configuration.

PrerequisitesClick to expand

To enable Genesys Cloud Copilot for specific users, assign Copilot permissions to their role.

Add a custom role or use an existing one.
Assign the following permissions to the role.
Required permissions:
- Copilot > Message > Send to send a message to Cloud Copilot
- Copilot > Message > View to retrieve a set of messages or a single message from Cloud Copilot
- Copilot > Session > View to retrieve active and historical sessions from Cloud Copilot
Assign the user to the role.

The Copilot icon appears in the upper right corner, next to your profile picture. Click it to open Copilot and ask a question.

For Cloud Copilot administration, assign the following permissions:

To access the Cloud Copilot usage dashboard:
- Copilot > Agent > View to view AI agent activity on the performance dashboard
- Copilot > Tool > View to view AI tool activity on the performance dashboard
To access Cloud Copilot configuration:
- Copilot > Settings > View to view Cloud Copilot settings
- Copilot > Settings > Edit to modify Cloud Copilot settings

Note: Only assign these permissions to users who you want to make organization level changes to Cloud Copilot configuration.

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