Give a supervisor only their own inboxes with custom roles
Create a custom role, such as a branch supervisor, that sees every chat, contact and report of the inboxes you give them, and nothing from your other inboxes.
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Mampu AI now lets every workspace create custom roles in Settings → Custom Roles. A custom role sits between Agent and Administrator: you choose what it can open, and the person sees it only for the inboxes they are a member of. A branch supervisor gets their branch's chats, customers and reports, not every branch's.
How do I give a supervisor access to only their own inboxes in Mampu AI?
- Open Settings → Custom Roles, click Add custom role, enter a Name and tick the Permissions, such as Manage all conversations in their inboxes, Manage contacts of their inboxes (view, import, export) and View reports for their inboxes.
- Open Settings → Agents, edit the person and pick the role under Role.
- Add them to their inboxes under each inbox's Collaborators tab.
What does a supervisor with a custom role see?
- Mine, Unassigned and All count only their inboxes; conversations from other inboxes do not open.
- Every report, CSAT and the calls list count only their inboxes.
- Contacts shows only customers who wrote in on one of their inboxes.
- Search, AI summaries and reply suggestions, and macros stay inside the same inboxes.
- Administrators still see every inbox, and a role never limits them.
