Select Persona
Choose a persona to see how RBAC and bot inheritance affect query results
Welcome, Admin!
Using AI App with admin access. See all data.
Agency Rollup
"List all clients in Cornerstone Advisors with status and advisor"
Renewals
"Show policies up for renewal in the next 60 days"
Advisor Performance
"Top advisors by AUM and open opportunities"
AI App Assistant
AdminADMIN
Start a conversation by asking a question
Try: "Show me the top 10 clients by revenue"
Current RBAC Configuration
User Type:
admin
Bot:
AI App
Bot ID:
11111111-1111-1111-1111-111111111111
Context:
None