Control access to Genie Assistant agents

Genie Assistant is your revenue team's AI assistant for answering product questions, finding the perfect content, and drafting customer communications. Each response is grounded in your trusted Showpad content. Custom agents allow you to tailor Genie Assistant for specific teams, use cases, or content libraries.

You can adjust access to Genie Assistant agents by user and user group. This ensures that only relevant teams—such as your technical specialists or executive leadership—can interact with the specialized personas and content filters you have configured.

See how it looks

Key features

• Control visibility of agents
• Prevent information overload by only showing users the agents relevant to their workflow 
• Scalable management through Showpad's existing user group structure

Note: Genie capabilities depend on your organization’s AI Bundle tier.
Professional tier includes chat, vision intelligence, conversation starters, and the company content agent.
Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent.
Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

You need this to succeed

The quick way

1. Navigate to Admin Settings and select Genie.
2. Click the three dot menu next to an agent and select Manage Permissions.
3. Click Set permissions and select users and user groups.
4. Manage the list of permitted users.

Do this step by step

By default, agents are available to all users. To restrict access to specific teams or individuals, you must configure permissions within the Genie settings.

Navigate to Genie settings and open an agent’s permissions

1. In the Admin App, click the gear icon to open Admin Settings.
2. Select Genie from the left side menu.
3. In the Agents section, find the agent you want to manage.
4. Click the three dot menu next to the agent name and select Manage Permissions.

Restrict or grant access

When you first open the permissions page, the agent is available to all users.

1. Click Set permissions. This action removes access for all users and groups, allowing you to define a specific audience.
2. Click Add users. 
3. In the Add users window, use the Users tab to search for individual members. Click + Add next to their name.
4. Use the Groups tab to search for existing user groups. Click + Add next to the user group name.
5. Review the Added members pane to confirm your selections.
6. Click Add.

Manage user permissions

Once users are added to the list, you can refine their status or remove them entirely.

1. To prevent a specific user or user group from seeing an agent, click the three dot menu next to their name and select Change to excluded. Then click Exclude on the confirmation pop-up. Their status will update to Excluded.
2. To remove access, click the three dot menu and select Remove. Confirm by clicking Remove on the confirmation pop-up. They’ll be removed from the list.
3. To perform actions in bulk, check the boxes to the left of the names and select Include, Exclude, or Remove from the top action bar.
4. If you want to revert the agent to being available to everyone, click Reset permissions and confirm by clicking Reset.
5. Click Back to return to the main Genie Assistant settings.