Roles and permissions
Give each person the access required for their work.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Use administrator access only for configuration owners
Use administrator access only for configuration owners.
- 02
Limit channel access for operational agents when needed
Limit channel access for operational agents when needed.
- 03
Review membership when responsibilities change
Review membership when responsibilities change.
- 04
Keep provider credentials restricted
Keep provider credentials restricted.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.