Roles at a glance

Each product has its own roles, so one person can have different roles in different products. The names below are the ones you will see in the apps.

Conversation Intelligence

Role	What they can do
Admin	Everything a manager can do. Also manages the scorecard, people and workspace settings, and sees adoption.
Manager	Follows teams, agents and calls, handles reviews, uses Ask and case studies, and creates training.
Client	Sees the dashboard and calls. Opens case studies shared with them by link.
Agent	Sees their own performance and calls, and can dispute a score.

AI Coaching

Role	What they can do
Member	Takes journeys, practises calls, gets feedback and takes exams.
Team lead	Everything a member can do. Also follows the team and builds journeys, skills and AI customers.
Organisation admin	Everything a team lead can do. Also manages people, teams and settings for the organisation.

AI Voice Agents

Role	What they can do
Member	Creates and edits agents, runs campaigns, and works with calls and messages.
Admin	Everything a member can do. Also places test calls by phone, changes the do-not-call list, and deletes agents and archived campaigns.