Roles
Agentix defines two primary user roles:Manager Role
Full access to build workflows, configure tools, assign agents and monitor the platform.
Job-Hub User Role
Focused access to view and complete assigned tasks, submit forms and interact with AI tools.
🧑💼 Manager Role
Managers are the administrators and builders of the customer experiences and journeys.🔓 Capabilities
- ✅ Create and manage PowerLinks
- ✅ Design and orchestrate Workflows
- ✅ Configure AI and Human Agents
- ✅ Add and link Tools, Sources and Instructions
- ✅ Set up login & notification policies
- ✅ Monitor system-wide performance and analytics
- ✅ Manage users, roles and organization settings
🧑💼 Typical Users
- CX & Operations Managers
- Digital Journey Owners
- Workflow Designers
- Admins or Integrators
👉 See Manager Quickstart
👤 Job-Hub User Role
Job-Hub Users are task executors who interact with customers or complete workflow steps assigned to them.🔐 Capabilities
- 📝 View and work on assigned Jobs and Tasks
- 📎 Upload documents, submit forms or complete actions
- 🧰 Use AI tools or sources provided in the flow
- 🧾 Track their own task performance and outcomes
👥 Typical Users
- Customer Service Agents
- Field Representatives
- Human Task Reviewers
- KYC/Support/Verification Teams
👉 See User Quickstart
🛡️ Permission Model
🔒 Access Control
- Role-based interface: users only see what they’re allowed to
- Workflows can limit task access per user or role
- Admin-only areas are locked down from Job-Hub users
🔍 Auditing & Data Security
- All user actions are logged and traceable
- Personally identifiable data access is role-scoped
- API access follows the same permission boundaries
🛡️ More fine-grained access controls available for manager’s roles