IMPORTANT: This feature is available in public preview mode.
In the System Agent settings, you decide what the System Agent can access in your workspace and which actions it can perform there. For information about costs, see Usage limits.
Prerequisites
Only users with the PROFILE_ADMIN role can change these settings. Users with other roles can only view them.
Access levels
| Option | What the agent can do |
|---|---|
| Disabled | The agent isn't available in the workspace. |
| Documentation only (default) | The agent answers questions using only the Synerise documentation. It has no access to the resources in your workspace, so you can't ask it, for example, about a segmentation you created. |
| Workspace resources | The agent uses the documentation and the resources in your workspace, such as campaigns, analyses, and profiles. For example, you can ask it to preview a segmentation or list your campaigns. |
NOTE: Before you select Workspace resources, see System Agent FAQ for information about how the System Agent processes data.
Allowed actions
When you select Workspace resources, you also decide which actions the agent can perform on the resources:
- Read - the agent can browse and view resources, for example, summarize a campaign or preview a segmentation. This action is always enabled.
- Write - the agent can also create and edit resources, for example, build a segmentation. This action is optional.
The Delete and Execute actions can't be selected.
Allowed actions and user permissions
The agent acts on behalf of the user who chats with it, so it can only perform actions that are both allowed in the workspace settings and permitted by that user's permissions. For example, if a user has no access to campaigns, the agent can't access campaigns for that user, even if Read is allowed in the workspace.
When Workspace resources is selected, the AI Agents > Platform Agent permission appears in the role permission matrix. By default, this permission is granted to the basic roles (PROFILE_ADMIN and PROFILE_MANAGER) and to the predefined Synerise roles, so users with these roles can use the agent with workspace resources without any changes to their roles. For custom roles, you must grant the permission yourself in the role permission matrix. You can also use the permission to limit the agent's actions for specific roles. For example, you can allow Write in the workspace, but let only selected roles create and edit resources through the agent. For details, see "AI Hub permissions". Changes to the Platform Agent permission in a role can take up to 5 minutes to take effect.
NOTE: The permissions of predefined Synerise roles are fixed, so you can't remove the Platform Agent permission from these roles.
Configuring access
- Go to
Settings > System Agent. - Click Show.
- In the Access section, select Disabled, Documentation only, or Workspace resources. For details about the options, see Access levels.
- Optionally, if you selected Workspace resources, in the Allowed actions section, select Write to let the agent create and edit resources.
- Click Apply.
Result: The settings summary shows the selected access level and allowed actions.
Below the settings, the Usage limits section shows how much of the workspace token limits the agent has used in the current periods. For details, see Usage limits.
