Granular permissions for Voice AI agents give account owners pinpoint control over who can view, configure, and analyze your AI-powered voice agents. Whether you're managing a large team or onboarding new roles, these settings help protect agent logic and streamline team workflows.
Instead of an "all-or-nothing" approach, you use four distinct toggles to govern different parts of the Voice AI experience. You decide who creates agents, who tweaks their goals, and who sees performance data.
With these settings, you can:
Control who can view or manage agents
Define access to goal configuration features
Separate dashboard visibility from editing privileges
Note on PHI: Don't enter protected health information (PHI) into Voice AI. AI features aren't approved for processing PHI — use them for productivity, communication, scheduling, and engagement, not to store or process medical records. See the HIPAA Compliance guide for details.
Fine-tuned permissions help you balance security with productivity.
Protect AI agent edits: Prevent unintentional edits to AI agent logic by giving each user only the access they need.
Ensure operational clarity: Separate permissions for dashboards, goals, and agent configuration so every user understands their specific scope.
Support scalable onboarding: Easily assign appropriate access for support, training, and admin roles as your team grows.
Stronger role boundaries: Voice AI permissions control not only what users can do, but also what they can see. Users without Voice AI access won't see Voice AI entries in navigation menus, reducing accidental discovery and preventing unauthorized access attempts.
Setting up granular Voice AI permissions uses the Roles & Permissions panel. Follow these steps.
From your account, click Settings in the lower left corner.
Using the left side navigation bar, select My Staff.
Locate the staff member you'd like to update and click the Edit (Pencil) icon.
Using the secondary navigation bar on the left, click Roles and Permissions.
Scroll down to AI Agents.
Configure the permission toggles on or off based on the user's role. The toggles include:
AI Agents (Parent Control)
View & Manage Voice AI Agents
View Voice AI Agent Goals
View & Manage Voice AI Agent Goals
View Voice AI Dashboard
Each permission is explained in detail in the next section.
Confirm your changes have been applied successfully by clicking the blue Save button.
This is the primary permission for managing agents, best suited for users who need to create, edit, and delete Voice AI agents.
This is the parent control for managing agents, while dashboard access remains a parallel permission for analytical visibility.
When enabled:
Full access to create, edit, and delete Voice AI agents
Ability to assign phone numbers, update settings, and configure agent behavior
Enables dependent goal-related permissions like "View & Manage Agent Goals" and "View Agent Goals"
When disabled:
The Voice AI Agents list is hidden entirely
Users cannot create or modify agents
Disables only goal-related permissions, since they are child-level permissions
Dashboard access is not affected by this permission
Navigation visibility (when Voice AI permissions are not assigned): Voice AI navigation items are hidden in the account UI, including Voice AI entries inside the AI Agents area and the Settings sidebar.
Real-time permission enforcement: If a user's Voice AI permissions are revoked while they are actively using Voice AI, Aesthetix CRM immediately blocks further actions and shows a Permission Denied message.
Suitable for roles like support or training that require awareness but not control.
When enabled:
Provides read-only access to the Agent Goals tab
Users can view configured settings without risk of edits or misconfigurations
When disabled:
Goals tab is not visible
No visibility into how agents are configured
Useful for limiting access to sensitive automation logic
Best suited for advanced users or admins who handle AI logic and workflows.
When enabled:
Users can configure agent behavior, such as knowledge base, post-call workflows, data extraction fields, and advanced actions
Full access to both basic and advanced goal modes
When disabled:
The Agent Goals tab is hidden while editing an agent
Users can still set goals during agent creation, but cannot update them later
Offers a balance between setup flexibility and long-term control
Users cannot upgrade to the new Voice AI experience without the View & Manage Voice AI Agent Goals permission. Agent Goals remains view-only when only read access is granted.
Recommended for supervisors and analysts who monitor Voice AI outcomes.
When enabled:
Access to performance dashboards for both test and live customer calls
Includes transcripts, summaries, call recordings, and key metrics
When disabled:
Hides the Voice AI dashboard globally and within the agent detail views
Prevents exposure of call logs, sensitive data, and performance metrics
Are these permissions set per account?
Yes. Granular Voice AI permissions are set per account.
Can I copy the same permission set to multiple users?
Yes. Go to Settings > My Staff and select the user you would like to apply the new permissions to. Click Copy Permission in the top right and select the user to copy the permissions from. This will affect all permissions, not only Voice AI permissions.
How can I safely test a custom Voice AI permission set?
Create a temporary user, apply the permissions, then verify that the visibility matches your expectations before rolling out to the wider team.
Do these toggles affect Conversational AI chat agents?
No. They only govern Voice AI phone agents. Conversational AI has its own permission set.
Why can't I see Voice AI in the sidebar or AI Agents menu?
Your role may not include Voice AI permissions. Ask an admin to enable the required Voice AI toggles under Settings → My Staff → Roles & Permissions → AI Agents.
Why am I seeing "Permission Denied" while editing Voice AI?
Your Voice AI permissions may have been changed while you were working. Refresh and confirm your assigned permissions with an admin.
