New! Fine-Tuned Agent Permissions in SalesEdge.io for Smarter, Safer Voice AI Control

SalesEdge.io now gives you even more control over your Voice AI features with new, detailed permission settings. Whether you're growing your team or tightening security, these updates help you manage who can view, configure, and oversee your Voice AI Agents—so everything stays organized and secure.

Why This Matters for Your Business

• Protects important Voice AI setups from unintentional changes

• Allows you to tailor access based on each team member’s role

• Supports collaboration while ensuring sensitive data stays private

What’s New

You can now assign four distinct types of permissions for Voice AI use in SalesEdge.io:

1. View & Manage Voice AI Agents

This is the main permission that controls who can fully create, edit, and manage Voice AI agents in your account.

When enabled:

• Full access to create, update, and remove Voice AI agents

• Can assign phone numbers and adjust configuration settings

• Automatically includes access to view and manage agent goals

When disabled:

• Agents are completely hidden from the user

• No access to create, edit, or delete agents

• Access to goal configuration is also removed

• Dashboard access remains unaffected

2. View & Manage Voice AI Agent Goals

This allows users to define how agents behave, including integrations, custom workflows, and automated actions.

When enabled:

• Full control over designing and adjusting agent goals

• Can use both basic and advanced goal options

When disabled:

• Goal settings are hidden during edits

• Goals can be set up during creation, but can't be edited later

This is ideal for team members responsible for how your AI responds and takes action.

3. View Voice AI Agent Goals (Read-Only)

Great for support or training staff who need to understand agent configurations without making changes.

When enabled:

• Users can view agent goals in read-only mode

When disabled:

• Agent goal details are fully hidden

4. View Voice AI Dashboard

Gives access to performance analytics, call recordings, transcripts, and other valuable insights.

When enabled:

• Can view real-time and historical dashboards related to Voice AI performance

When disabled:

• Dashboards are hidden throughout the platform

• Includes hiding call logs and performance reports

This permission is best suited for supervisors, analysts, or anyone reviewing call performance and outcomes.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.