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AI agents per teammate

A cashier doesn’t need to be discussing Instagram engagement with the growth strategist. A marketing manager probably shouldn’t have the menu strategist’s price-change tools. This is where you narrow it, person by person.

The rule

Adding a tool here never grants access someone doesn’t already have. If their role can’t change prices, ticking “Change item price” changes nothing. The role is always the ceiling — this is a further filter on top.

How it works

  1. Open Settings → Members. Each row has three buttons: Permissions, AI agents, Revoke.
  2. Click AI agents. A modal opens with one card per assistant.
  3. Turn one off — flip the switch on its card. The dispatcher will never route that person’s questions there; they fall back to the generalist.
  4. Narrow its tools — open Customize tools and untick individual ones. The badge shows Custom · 3 of 7 so you can see at a glance what’s been changed.
  5. Reset to default puts a card back to everything-enabled.
  6. Save at the bottom.

Good to know

  • Everyone gets every assistant by default. You only come here to take something away.
  • The status badge on each card reads Default (enabled), Disabled, or Custom · N of M.
  • This is gated by its own permission, Manage AI assistants. You can give it to a tech-savvy manager without making them a full staff manager — they’ll reach the AI agents button but not Permissions or Revoke.
  • Changes apply from that person’s next message.