AI agents per teammate — who can talk to which assistant

The in-app chat in your admin is not one AI — it’s a small team of specialists. There’s a generalist who handles day-to-day operational questions, a menu strategist who knows pricing and positioning, a marketing voice who writes captions in your brand voice, a growth strategist who reads competitor data and reviews, and a recipe R&D coach who helps your chef capture inspiration. By default every teammate sees every assistant. On the staff page you can narrow that down per person — and within each assistant, you can decide exactly which tools that teammate can actually use.

What it does

A cashier behind the till doesn’t need to be talking to the growth strategist about Instagram engagement. A marketing manager probably doesn’t need access to the menu strategist’s price-change tools. The chef wants the recipe coach; not the marketing voice. But the AI doesn’t know who’s who — until you tell it.

This surface lets the owner assign assistants to teammates the way you’d assign tasks. Open the staff list, find the person, click AI agents, and you’ll see one card per assistant. Each card has a switch to turn it on or off for that teammate. Open the Customize tools disclosure on any card and you can tick or untick the individual tools the assistant has access to — for that person only.

Nothing here gives a teammate access they wouldn’t otherwise have. If the cashier doesn’t have permission to change menu prices, ticking the “Change item price” tool on the menu strategist card won’t suddenly grant them that power. The tool only fires when the user also has the matching role capability — the assignment here is a further filter on top, not a bypass. Think of it as “what your manager AI can do FOR this person”, with the person’s own access still being the ceiling.

The rule

Every teammate gets every assistant by default. Disabling here hides an assistant from that person entirely. Customising tools narrows what the assistant can do for them. Adding a tool the person can’t reach via their role won’t grant them new abilities — the role still rules.

How to use it

Open Settings → Members in the sidebar. The list shows everyone on your team with their role. To the right of each row you’ll see three buttons: Permissions, AI agents, and Revoke. Click AI agents.

This is controlled by its own permission, Manage AI assistants. The owner has it by default. You can hand it to someone else — say a tech-savvy manager who looks after the AI side — without also making them a full staff manager: give their role Manage AI assistants and they’ll reach the Members list and the AI agents button, but not the role-and-permission controls (the Permissions and Revoke buttons stay hidden for them, and they see teammates’ names without their permission details). Set it on the Roles page or per person on the Members page.

A modal opens with one card per assistant your venue uses. Each card shows the assistant’s name, a one-line description of what they do, and a status badge — Default (enabled), Disabled, or Custom · N of M tools when you’ve changed something.

Turning an assistant off for someone

Find the assistant card you want to hide and flip the switch in the top-right of the card to off. The status badge changes to Disabled and the card’s tool disclosure greys out. Click Save at the bottom-right of the modal. From that moment on, when the teammate opens the chat, the dispatcher will never route their messages to that assistant. If they ask a question that would normally go there, the chat falls back to the generalist or asks a clarifying question.

Customising what tools an assistant has for someone

Keep the switch on, then click Customize tools on the card. The list of tools expands. Each tool has a switch and a label — for example, Search menu items or Change item price. Untick the ones you don’t want this person’s assistant to fire. The status badge updates to show Custom · N of M tools so you can see at a glance which assistants have been narrowed for this teammate. Click Save.

Resetting an assistant back to default

If you’ve fiddled with a card and want to go back to “every tool the venue gave this assistant, enabled”, click Reset to default on that card. The card returns to its default state and the status badge goes back to Default (enabled). Then Save as usual.

Worked example

Marco is the owner of an Italian trattoria. He has three people on his team: Lucia is the head chef, Elena is the marketing manager, and Davide works the till as cashier.

He opens Settings → Members, clicks AI agents next to Lucia, and disables both Marketing Voice and Growth Strategist — Lucia doesn’t need to be answering questions about Instagram positioning, and he doesn’t want her accidentally being routed there when she asks the chat “what should we do with the lamb shoulder for tomorrow”. He leaves Generalist, Menu Strategist, and Recipe R&D Coach at default. Save.

Then he clicks AI agents next to Elena. He disables Recipe R&D Coach and Menu Strategist — Elena doesn’t change prices and doesn’t need recipe ideation tools. On the Marketing Voice card he expands Customize tools and unticks Read recipe because he doesn’t want the marketing voice pulling raw recipe text into captions; he wants Elena to write copy grounded in the dish-card text, not the prep instructions. Save.

Finally he opens AI agents next to Davide. He disables every assistant except Generalist, because at the till Davide just needs to ask things like “is the Margherita sold out” or “what does category X include”. Davide can still see the generalist; everything else is hidden. Save.

The next morning, Elena opens the chat and asks for a caption for the lamb special. Her message goes straight to the marketing voice. Lucia opens the chat and asks the same question — the dispatcher sees that marketing voice is disabled for her, so it either falls back to the generalist (which doesn’t write brand-voice captions) or asks her to clarify what she means. Davide opens the chat and asks “how do we use the rocket today” — the generalist answers; he doesn’t see any of the strategic specialists.

Meanwhile, on Marco’s account, every assistant is still default-enabled. The owner always has the full team available — until he chooses otherwise.

Members and roles — assigning a base role to each teammate is the prerequisite. The AI agents tab is a further filter on top of the role.
Audit log — every change you make in the AI agents tab writes one entry there, so you can see who tweaked what assignment for whom.