Enabling User Access for Knowledge Access Agent
You can select user profiles or individual users to enable access to Knowledge Access agent in the AI Console. This ensures that only authorized users can use AI features.
To enable user access, perform the following steps.
1. Navigate to > > .
The ServiceMax AI Console is launched.
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You can also log in to the ServiceMax AI console directly at https://console.servicemax.io/ai with your Salesforce org credentials.
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2. Navigate to > > .
The Knowledge Access Settings page is displayed.
3. Click Select Profiles or Users to select the user profiles or individual users for whom you want to enable user access for knowledge access.
The Knowledge Access skill window is displayed.
◦ Select the user profiles from the Profiles tab.
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• You can scroll through to view all the profiles.
• If there are multiple profiles, you can paginate the view. You can define how many rows must display per page.
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◦ Select the individual users from the Users tab. Use the Search option in the User Selection field to search and select users.
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• You can select up to 25 users.
• You can allow selected users to access Knowledge Access without selecting their user profile.
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4. Click Apply to grant the knowledge access to the selected user profiles and individual users.
The window is closed and the number of user profiles and users you have selected is displayed in the User Access section of the knowledge access page.
5. Click Save. The selected user profiles and individual users can access Knowledge Access in ServiceMax AI.