AI Agents/AI Assistant is not working as expected for user who having combined roles.

Question

We developed separate dashboards for HR and Line Managers with AI Assistant enabled. It works correctly for users with a single role, but not for users with combined roles (e.g., HR Specialist + Line Manager, Service admin +Line manager).

In such cases, when using the AI Assistant in the People Leader dashboard, it returns organization-wide data instead of only reportee-level data—indicating the HR role is overriding the Line Manager role. Notably, dashboard-level access works as expected.

How can I resolve this?

Daniel Ryan · Answer

Hi @Priya Parthiban

In the agent prompt, have you specified that if a user has multiple roles, it should clarify which role the query should be directed to? This might help.

For the AI Agents to work properly, you need to ensure you add as much detail as possible so the agent can pick the correct context.