Display relevant AI conversations along with user conversations without Data Store Access | Voters

Display relevant AI conversations along with user conversations without Data Store Access

Adam Miller

Currently, the only way for users to see the AI conversations is to give each user "data store access," but that gives them permission to see all conversations and not just theirs. Displaying not only the user's conversations, but also conversations that the AI is having with customers for whom the user is listed in one of the sales ownership slots, would allow for all relevant contacts to be visible in one place.

Alexis Johnson

Yes! AI is engaging clients and stopping when a customer handoff is needed but a genius notification isn't always popping up. How are people supposed to know they need to respond if they aren't aware of the conversation?

Shelby Parker

Thanks for raising this, Adam Miller — really helpful context. Totally hear you on the tradeoff here: needing “data store access” just to view AI conversations, but then it opens up visibility into

all

conversations instead of only the ones that are relevant to that user. I’m sharing this with the team so we can review options like showing AI/customer threads tied to contacts where the user is listed in a sales ownership slot, and we’ll follow up if we need any extra details from your side.

Joseph Mount

PLEASE DO THIS ASAP IT WILL MAKE A GREAT DIFFERENCE.