Creating and managing Roles
Roles in AIsuru are the key to creating personalized experiences with your Agents. This powerful tool lets you tailor the Agent's responses based on specific user roles or categories, making interactions more relevant and effective.
Creating a new Role
To add a new Role to your Agent:
From the sidebar, select "Roles";
Click the New role button;
Define the required information:
Name: assign a descriptive name (e.g., "Director", "VIP Customer");
Information: assign a description to this role;
Select an emoji as a Tag;
(Optional) Customize the Pin (must remain a 6-digit numeric code).
The person's Tag and Pin can be used to access the Agent with that specific role via the API.
Press "Confirm" to save.
Assigning users to specific roles
You can assign users who are already registered on the platform to specific roles:
Go to the Roles section of your Agent;
Find the Role you're interested in in the table;
Press the Invite button on the right in the same row as the Role, then click Add;
Add the email address and, if you want, customize the message;
Press the Send button to confirm the assignment.
✅ Done! From now on, invited users who chat with the Agent will access it with the Role you assigned them.
What about unregistered users?
You can have unregistered users automatically access the Agent with a certain role. To do this:
Create a "Unregistered users" Role and don't invite anyone to it;
Go to the Sharing section from the sidebar and press Add Layout;
In the advanced parameters, set "Unregistered users" as the role;
Set the layout as default.
From now on, all unregistered users will have a dedicated Role that you can assign content to.
Deleting a Role does not affect content or layouts associated with it, but removes the personalization based on that role.
Roles in AIsuru let you create a highly personalized interaction experience. Experiment with different roles and customizations to maximize your Agent's effectiveness and give each user exactly what they need.
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