Managing permissions for monday service AI agents

2 min read

Who can use this feature

Available on monday service

Access to Service AI agents is controlled through your account's AI governance settings. As an admin, you can turn AI on or off for the entire account, or, on the Enterprise plan, control which roles can manage your Service AI agents.

Manage AI account-wide

Access to Service AI agents is controlled by the Enable monday AI toggle in your account's AI governance settings. As an admin, you can turn this on or off for the entire account.

To manage this, click on your profile picture, go to Administration, then AI governance, Settings, and use the Enable monday AI toggle.

Note: Turning this off disables every Service AI agent immediately, whether it was active or not, and no one can manage agents while it's off. Turning it back on doesn't automatically restore agents to their previous state; each one keeps whatever status it had when AI was disabled.

Set granular permissions

On the Enterprise plan, you can control which roles can manage Service AI agents, and where.

In the AI governance section, choose the AI permissions tab. Under AI agents, find monday Service AI Agent and select the pencil icon next to Selected Roles:

In the pane that opens, select which account roles can create and manage the monday Service AI Agent.

Then, for those roles, choose whether monday Service AI Agent is enabled in all workspaces, enabled in only the workspaces you select, or disabled in only the workspaces you select.

If monday Service AI Agent is disabled in a workspace, no one can manage Service AI agents there, though any agents already created keep their current status. If a role isn't selected to manage monday Service AI Agent, users with that role can no longer manage agents, but agents they already created also keep their current status, and any other permitted role can still manage them.

Note: This setting isn't editable on non-Enterprise plans and stays at the default: allowed across all workspaces, for all roles except Guest and Viewer.

FAQs

What happens to my Service AI agents if I turn off AI for the account?

They're all disabled immediately, and no one can manage them until AI is turned back on.

Can I control which roles manage Service AI agents in specific workspaces?

Yes, on the Enterprise plan. You can select the roles that can manage the monday Service AI Agent, then choose whether that access applies to all workspaces or only specific ones.

If I remove a role's management access, does that delete the agents they created?

No. Agents already created keep their current status; only management access changes.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.