Access AI Assistant in Experience Platform

You can access AI Assistant across several applications in Adobe Experience Cloud.

IMPORTANT
If you receive a pop up message in permissions UI that informs you that your organization must first agree to additional legal terms in order to gain access to AI Assistant, then contact your Adobe account team for guidance on these terms.

Get started get-started

You must complete two prerequisite steps before you can access AI Assistant.

  1. Your organization must first agree to legal terms. For more information, contact your Adobe Account Team.
  2. Your administrators must grant you sufficient permissions to access AI Assistant.

If you do not have either of these two prerequisite steps completed, then you will see the following messages when you select the AI Assistant chat icon in the Experience Platform UI.

Your organization cannot use AI Assistant

You will see the following message if you are using an organization that is not legally eligible to use AI Assistant. In this scenario, you must contact your Adobe account team to resolve access.

The pop-up message that appears on Experience Platform UI if the organization cannot use AI Assistant.

You do not have the right permissions

If your organization is legally eligible to use AI Assistant and you still cannot access the feature, then you will see the following message on Experience Platform UI. This scenario means that you do not have the sufficient permissions to access the feature and you must contact your administrators to resolve permissions.

The pop-up message that appears on Experience Platform UI if you do not have the necessary permissions for AI Assistant.

Get access to AI Assistant

Access to AI Assistant is governed by the following parameters:

  • Access the application: You can access AI Assistant in Adobe Experience Platform, Adobe Real-Time CDP, Adobe Journey Optimizer, and Customer Journey Analytics.
  • Permissions: Use the Permissions UI to grant or revoke access to AI Assistant in your organization. In order to use AI Assistant, a given user must belong to a role that is provisioned with the Enable AI Assistant and View Operational Insights permissions.

    • As an administrator, you can add the Enable AI Assistant to a given role and add a user to that role, to allow them to access AI Assistant in your organization. Note: This permission allows the said user to access AI Assistant, it does not grant them any administrative capacities to then give others access to AI Assistant.
    • As an administrator, you can add the View Operational Insights to a given role and add a user to that role, to allow them to use AI Assistant’s operational insights capabilities. Operational insights are currently in beta.

Use the permissions UI to grant permissions to use AI Assistant in Experience Platform and Journey Optimizer. For information on how to access AI Assistant in Customer Journey Analytics. Read the documentation in Customer Journey Analytics.

The permissions UI page with the Enable AI Assistant and View Operational Insights permissions included in a given role.

Once you have the necessary permissions, you can access AI Assistant by selecting the AI Assistant icon on the top header of the application that you are using.

AI Assistant with first-time user experience.

Watch the following video to learn how to configure access to AI Assistant for your organizations and users.

Next steps

Once you have complete access to AI Assistant, you can proceed to using the feature during your workflows, read the AI Assistant UI guide for more information.

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