Access AI Assistant (Legacy) in Experience Platform
Refer to the following table for a comparison of AI Assistant (Legacy) and AI Assistant (Next-Gen):
All users get access to AI Assistant (Next-Gen) and associated Experience Platform agents. Note:
- Adobe Experience Manager: Your administrator must grant you the permission to access AI Assistant (Next-Gen) through the Adobe Admin Console.
- Customer Journey Analytics: Your administrator must grant you the permission to access AI Assistant through Customer Journey Analytics Access Control. This allows you to ask product knowledge and data insights questions.
You can access AI Assistant (Legacy) across several applications in Adobe Experience Cloud.
Get started get-started
You must complete two prerequisite steps before you can access AI Assistant (Legacy).
- Your organization must first agree to legal terms. For more information, contact your Adobe Account Team.
- Your administrators must grant you sufficient permissions to access AI Assistant (Legacy).
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 (Legacy) chat icon in the Experience Platform UI.
You will see the following message if you are using an organization that is not legally eligible to use AI Assistant (Legacy). In this scenario, you must contact your Adobe account team to resolve access.
If your organization is legally eligible to use AI Assistant (Legacy) 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.
Get access to AI Assistant (Legacy) get-access-to-ai-assistant
Access to AI Assistant (Legacy) is governed by the following parameters:
- Access the application: You can access AI Assistant (Legacy) in Adobe Experience Platform, Adobe Real-Time CDP, Adobe Journey Optimizer, and Customer Journey Analytics.
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Permissions: Use the Permissions UI to grant or revoke access to AI Assistant (Legacy) in your organization. In order to use AI Assistant (Legacy), 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 (Legacy) in your organization. Note: This permission allows the said user to access AI Assistant (Legacy), it does not grant them any administrative capacities to then give others access to AI Assistant (Legacy).
- 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 (Legacy)'s operational insights capabilities.
Use the permissions UI to grant permissions to use AI Assistant (Legacy) in Experience Platform and Journey Optimizer. For information on how to access AI Assistant (Legacy) in Customer Journey Analytics. Read the documentation in Customer Journey Analytics.
Once you have the necessary permissions, you can access AI Assistant (Legacy) by selecting the AI Assistant (Legacy) icon on the top header of the application that you are using.
Watch the following video to learn how to configure access to AI Assistant (Legacy) for your organizations and users.
AI Assistant and Adobe Experience Platform is a conversational experience that you can use to accelerate your workflows in Adobe applications.
You can use the AI Assistant to better understand product knowledge, troubleshoot problems, or search through information and find operational insights. AI Assistant supports Experience Platform, Real-Time Customer Data Platform, Adobe Journey Optimizer, and Customer Journey Analytics. But first, you have to make sure your access and permissions are all set up correctly.
Work with your organization administrator to ensure that AI Assistant has been enabled for your org and to specify what types of insights are enabled.
Please note, this is controlled within the permissions UI within the Adobe Experience Platform, not the Admin Console. The exception to that is with Customer Journey Analytics. That is still managed in the Admin Console. Your organization admin will use the permissions UI to grant or devote 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.
The administrator 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. It’s also important to note that every user in your org must agree to a user agreement before they can use AI Assistant. Once you have the necessary permissions and you have clicked through the user agreement, you can access AI Assistant by selecting the AI Assistant icon in the top header of your application that you are using.
Now you are ready to start leveraging the power of AI Assistant.
If you are not sure where to start, head over to the discoverability feature to see some suggested questions.
Next steps
Once you have complete access to AI Assistant (Legacy), you can proceed to using the feature during your workflows, read the AI Assistant (Legacy) UI guide for more information.