How to configure AI Assistant access?
AI Assistant access is set at two levels: instance (organization-wide) and role (who sees the button and who may allow automatic data changes).
When you need this
- Enable the AI Assistant for your team on the platform.
- Allow view and guidance only — no changes through the assistant.
- Limit complex actions for some roles (e.g. operators ask questions, admins edit).
Good to know
- Global enable is done by a root administrator in Instance settings.
- Who sees the spark button and whether the agent may change data is set in Roles for the AI Assistant module.
- Agent Read-Only Mode on the instance blocks changes for everyone, regardless of role.
Before you start
Step by step
1. Enable the AI Assistant on the instance (root)
- Go to Menu → Settings and open Instance settings.
- In feature toggles, expand Instance Agent.
- Enable Instance Agent Integration.
- Optionally:
- Agent Debug Mode — show detailed assistant activity in chat (for troubleshooting);
- Agent Read-Only Mode — read only: the assistant does not create or change data, only explains via UI and tours;
- Instance Agent: Web Search / Instance Agent: Fetch URL — public internet search and reading public URLs (see dedicated guide).
More on other instance parameters — Configure instance settings.
2. Configure role permissions
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Go to Menu → Settings → Users → Roles.
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Open a role for editing.
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Find the AI Assistant (Instance Agent) module.
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Enable module access so users in this role see the AI Assistant button.
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Set Allow the agent to create, modify, and delete data (write mode) separately:
- On — the assistant may perform actions (unless Agent Read-Only Mode is on at instance level);
- Off — answers, view, and guidance only; users change data manually in the UI.
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Optionally enable web search and public URL fetch — separate permissions in the same module (see Enable internet search and URL reading).
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Save the role.
3. Verify access
- Sign in as a user with the test role.
- Confirm the spark button appears in the top bar.
- Send a test request to change settings:
- with write permission — the assistant may offer to perform the action;
- without permission or with Agent Read-Only Mode — instructions or a UI tour only.
After you finish
- Users with the right role see the AI Assistant in ConnectiveOne.
- Read-only limits apply to every request automatically.