aiR Assist installation and permissions

aiR Assist is available in all workspaces where aiR for Case Strategy is enabled and a Fact Generation job has been run. It provides conversational support for case strategy development and exploration.

Each workspace with aiR Assist installed can contain indexes, which may be built from a combination of the Case Home document set and public saved searches. They serve as the foundation for building aiR Assist indexes, which define the datasets used for retrieval and answer generation.

Permissions

Because aiR Assist operates in conjunction with aiR for Case Strategy, users must have specific permissions assigned to access and use the feature:

Object Security
aiR For Case Strategy Case Document - View Edit Add aiR for Case Strategy Prompt Criteria - View, Edit, Add Fact - View, Edit, Add

For information on using aiR for Case Strategy, refer to aiR for Case Strategy Limited General Availability.

Permissions and access control for indexing data

Currently, aiR Assist does not include granular permission controls for managing access to indexing or to specific indexes. Any user with access to aiR for Case Strategy and the corresponding workspace can initiate index creation and interact with available indexes. For more information on indexing data, see Indexing data using Index Manager.

Permission-based access management for indexing operations and individual indexes is planned as a future enhancement.