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Documentation Index

Fetch the complete documentation index at: https://docs.twenty.com/llms.txt

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Overview

AI agents respect your existing permission structure. This is particularly important for teams who want to control exactly what automated AI processes can access or modify in their workspace.

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Assign a Role to an AI Agent

  1. Go to Settings → Roles
  2. Click on the role you want to assign
  3. Open the Assignment tab
  4. Under AI Agents, click + Assign to AI agent
  5. Select the AI agent from the list
  6. Confirm the assignment

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Why Assign Roles to AI Agents?

BenefitDescription
SecurityLimit what data AI agents can access or modify
ComplianceEnsure AI only processes the data it needs
ControlPrevent unintended actions from AI automations
AuditabilityTrack which actions were performed by which agent
For AI agents running within workflows, role assignment ensures the agent cannot access or modify data outside its intended scope—even if the workflow has broader permissions.
  • Permissions — detailed information on creating and managing roles
  • AI Agents — AI capabilities in workflows