May 10th, 2022: Permissions Management, Behavior Settings, Look & Feel Settings, Content Locking

New Permissions Schema

All Ocelot clients now have the flexibility to assign roles, office, and library access by user, so that clients can dictate who sees what, according to their role and access. Because clients have this level of control, they can work more efficiently and effectively within their departments, while at the same time removing the worry about other departments impacting their content.

Check out the “Ocelot User Roles & Permissions” article for more detailed information on the individual roles and new permissions schema. 

Permissions Manager 

A new role called “Permissions Manager” introduces a page (Quotas & Account > Permissions) in the client admin where clients with that role are able to view and edit permissions for all users associated with their bot (Chatbot, Live Chat, Campaigns).

Chatbot Settings and “By Office” Features

Clients can now configure a number of chatbot settings on a per office/department basis so that individual office needs and preferences can be accommodated. 

These chatbot settings include “Look & Feel” where clients can customize their Welcome Message and how the chatbot is presented and “Bot Behavior” where clients can customize global chatbot behavior and how the chatbot responds when a question is asked that it does not know the answer to. These settings are only viewable and editable for Administrator level permissions (see “New Permissions Schema" above for more information on each role). 

Analytics and Transcripts by Office

Clients will now be able to extract analytics and filter transcripts based on better tracking for where on the client website the student user is engaging with the bot. This will give individual offices/departments a better idea of whether or not their content is meeting the needs of their users.

Content Locking

Content Locking allows Chatbot - Administrators to lock chatbot knowledge base content to allow for more control over the editing of chatbot content. If content is locked, other chatbot users within the organization will not be able to edit the content.