This guide explains the distinct user roles available within the platform and their specific access levels.
Platform roles
Newo.ai defines specific roles to control access to the Builder and Settings/Attributes.
The Owner role is automatically assigned to the account creator's email address upon agent creation.
The Viewer role has the most limited capabilities, with no access to the Builder or Settings/Attributes.
The following table outlines the permissions for each role:
Role name | Can assign other roles | Builder access | Settings/Attributes access | Can edit read-only settings/attributes |
Owner | ✅ | ❌ | ✅ | ✅ |
Technical Owner | ✅ | ✅ | ✅ | ✅ |
Account Manager | ✅ | ❌ | ✅ | ✅ |
Viewer | ✅ | ❌ | ❌ | ❌ |
Partner workflow roles
For partners, two specific roles are essential to ensure projects run smoothly: the Account Manager (AM) and the Technical Owner (TO).
The following table summarizes their missions:
Role | Mission |
Account Manager (AM) | Owns the customer relationship from the first introductory call through onboarding, launch, and ongoing optimization. |
Technical Owner (TO) | Configures, tests, and iterates on the AI Employee to match the client’s exact requirements. |
Account Manager responsibilities
The Account Manager leads the overall customer engagement and ensures the Technical Owner has the necessary context to build the solution.
Lead the customer journey: Schedule and host the discovery call, demos, follow-ups, and feedback sessions.
Collect business details: Gather everything the TO needs for agent creation.
Assign the Technical Owner: Pick the right implementation resource and brief them with a concise handover note.
Strategic point of contact: Decide when the TO should join calls and keep all stakeholders aligned.
🗒️ NOTE
Record the very first sales call and share the link with the TO. It provides full context and reduces back-and-forth.
Technical Owner responsibilities
The Technical Owner focuses on the implementation and configuration of the AI Employee.
Validate requirements: Check requirements received from the AM for technical completeness.
Create and configure the AI Employee: Satisfy the client’s use cases.
Smoke-test common scenarios: Test workflows such as order booking, large-party reservations, and escalation flows.
Answer technical questions: Attend customer meetings when invited by the AM to address technical queries.