Overview
Now, account administrators can grant an agent access to the ClaudIA Panel directly from Cloud Chat, without the need to open a ticket or use another tool.
The release is performed on the agent editing screen, in two separate fields: one to select the Claudia Projects (you can choose as many as needed) and another to select the Controlled Flow Workspaces.
How to grant agent access to the ClaudIA Panel
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Go to Settings → Agents
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Find the agent in the list and click Edit
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On the editing screen, select the Claudia Projects the agent should have access to
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Choose the Controlled Flow Workspaces the agent should access
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Click Save
Access to the ClaudIA Panel is granted instantly. The agent can log in to the ClaudIA Panel using the same credentials as Cloud Chat.
Common scenario: new agent needing ClaudIA Panel access
The process involves two steps:
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Register the agent normally in Settings → Agents → Add Agent
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After creating the agent, click Edit on the newly registered agent and select the Projects and Workspaces
About the fields
| Field | Function |
|---|---|
| Claudia Projects | Defines which Claudia projects the agent will access. Multiple can be selected. |
| Controlled Flow Workspaces | Defines which Controlled Flow workspaces the agent will access. Multiple can be selected. |
Both fields are independent — you can grant access to only Claudia, only Controlled Flows, or both.
Frequently Asked Questions
Who can grant ClaudIA Panel access?
Only users with Administrator profile see these fields on the editing screen.
How do I remove an agent's access to the ClaudIA Panel?
Open the agent in Settings → Agents → Edit, uncheck the Projects and Workspaces you want to remove, and save.
Does the agent receive an email notifying them of access?
No. The grant is silent. Internally coordinate with the agent that access has been granted.
Can I edit an agent's access as many times as I want?
Yes. Changes are applied each time you save.
What if I don't see these fields on the screen?
Make sure you're logged in as an Administrator. If the fields still do not appear, contact the Cloud Humans team.