Read is the base permission on the Attributes tab — see Choose which attributes to expose for how it relates to Share and Update. With Read enabled, the employee can see an attribute’s value and use it internally: in its own reasoning, in an action call, or in how it greets a returning contact by name. Read does not let the employee say the value out loud — that requires Share as well.
Grant read access
- Open the Attributes tab on an employee.
- Click Add attribute.
- Choose a built-in field (first name, last name, email, phone) or a custom workspace attribute.
- Enable Read.
- Save.
Using it in guidelines
Once Read is enabled, reference the attribute directly in a guideline with @Attributes — for example, update the language attribute when the AI detects the contact’s language, or greet returning contacts by their first name.
Only expose fields the employee truly needs. Fewer fields mean fewer places a guideline can misfire or leak a value it should not have access to.
