Give Users Access to Search Answers or AI-Generated Search Answers

Use permission sets to give service reps and Knowledge users access to Search Answers, AI-Generated Search Answers, or AI-Generated Search Answers from Data Cloud sources. Only users with the Search Answers permissions can get responses from Search Answers when they search in the global search bar or Knowledge sidebar.

Required Editions

Available in: Lightning Experience with Lightning Knowledge enabled for Search Answers and AI-Generated Search Answers.
Available in: Lightning Experience with Lightning Knowledge and Data Cloud enabled for AI-Generated Search Answers from Data Cloud sources. See Data Cloud edition availability.
User Permissions Needed
To assign permission sets: Assign Permission Sets
To view object permissions: View Setup and Configuration
To edit object permissions:

Manage Profiles and Permission Sets

AND

Customize Application

To view and manage apps:

View Setup and Configuration

AND

Customize Application

The Einstein for Service add-on license includes two user permission sets to support Search Answers.

  • Einstein Search Answers
  • Einstein AI-Generated Search Answers

Assign these permissions to service reps or Knowledge users. Experience Cloud site users don’t need these permissions.

  1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
  2. Select the Search Answers permission sets that you want to assign. The permission sets that users need depend on the Search Answers feature that your org uses.
    Feature Permission Sets
    Search Answers Einstein Search Answers.
    AI-Generated Search Answers
    • Einstein Search Answers
    • Einstein AI-Generated Search Answers
    AI-Generated Search Answers from Data Cloud sources
    • Einstein AI-Generated Search Answers
    • Data Cloud User
  3. On each permission set’s Manage Assignments page, select the users to assign the permission to.
  4. Save your changes.