Creating the AI Connector Permission Set

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

The AI Connector permission set controls access to the chat container. Without it, you cannot open the chat or interact with any agent. Access to individual agents is controlled separately by a custom permission for each agent, shipped by the agent's owning package. For more information, see Granting Access to an Agent.

This permission set also gives chat users the read access an agent needs to retrieve its flex instructions. Without Read on the Flex Instruction object and its fields, an agent cannot retrieve its instruction and the conversation fails. Authoring access to flex instructions is granted separately, through the AI Connector - Manage Flex Instructions permission set. For more information, see Creating the Flex Instructions Permission Set.

To create this permission set, you or your administrator must perform the following steps.

Create the Permission Set

To create the permission set:

  1. Navigate to Setup | Permission Sets.
  2. Click New.
  3. Enter the following permission set information:
Permission Set Fields
Field Value
Label AI Connector - Use AI Agent
API Name haibase_AgentUser
License None
  1. Click Save.

Grant Apex Class Access

To grant Apex class access:

  1. From the permission set, click Apex Class Access under Apps.
  2. Click Edit.

  3. Find the following in the Available Apex Classes list and move them to Enabled Apex Classes:

    • haibase_AgentCallbackResource
    • haibase_AgentToolsAuditResource
    • haibase_AgentToolsResource
    • haibase_ChatController
    • haibase_FlexInstrResource
    • haibase_UserContextController
  4. Click Save.

Set User Permissions

To set user permissions:

  1. From the permission set, click User Permissions under System.
  2. Click Edit.
  3. Enable Apex REST Services.
  4. Click Save.

Set Object Permissions

To set object permissions:

  1. From the permission set, click Object Settings.
  2. Click Chat Sessions (Chat_Session__c).
  3. Click Edit.
  4. Set the following permissions:
Object Permission Settings
Permission Setting
Read Enabled
Create Enabled
Edit Enabled
Delete Not enabled
View All Not enabled
Modify All Not enabled
  1. Navigate to Object Settings, click Chat Messages (Chat_Message__c), then click Edit.
  2. Set the same permissions as above and click Save.
  3. Navigate to Object Settings, click Flex Instructions (Flex_Instruction__c), then click Edit.
  4. Set the following permissions:
Flex Instruction Object Permission Settings
Permission Setting
Read Enabled
Create Not enabled
Edit Not enabled
Delete Not enabled
View All Not enabled
Modify All Not enabled
  1. Click Save.

Set Field Permissions

Within Object Settings, you must enable field access on each of these objects.

Chat Sessions

To set field permissions on Chat Session:

  1. Click Chat Sessions in Object Settings.
  2. Scroll to the Field Permissions section and click Edit.
  3. Find User (User__c) and enable both Read Access and Edit Access.
  4. Click Save.

Chat Messages

To set field permissions on Chat Message:

  1. Click Chat Messages in Object Settings.
  2. Navigate to Field Permissions and click Edit.
  3. Set the following permissions:
Chat Message Field Permissions
Field Read Access Edit Access
Approval Outcome (Approval_Outcome__c) Enabled Enabled
Current Phase (Current_Phase__c) Enabled Not enabled
Display in Chat (Display_In_Chat__c) Enabled Enabled
Message Content (Message_Content__c) Enabled Enabled
Response Feedback (Response_Feedback__c) Enabled Not enabled
  1. Click Save.

Flex Instructions

To set field permissions on Flex Instruction:

  1. Click Flex Instructions in Object Settings.
  2. Navigate to Field Permissions and click Edit.
  3. Set the following permissions:
Flex Instruction Field Permissions
Field Read Access Edit Access
Active (Active__c) Enabled Not enabled
Instruction Text (Instruction_Text__c) Enabled Not enabled
  1. Click Save.

Set Tab Visibility

Tab visibility controls whether users can open the Veda page.

To set tab visibility:

  1. From the permission set, click Object Settings.
  2. Click Veda (haibase_Veda).
  3. Click Edit.
  4. Set the Tab Settings to Visible.
  5. Click Save.

Assign the Permission Set to Users

To assign the permission set to users:

  1. Return to the permission set and click Manage Assignments.
  2. Click Add Assignments.
  3. Select your required users and click Assign.