{"id":622,"date":"2026-11-07T10:48:43","date_gmt":"2026-11-07T15:48:43","guid":{"rendered":"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-choose-what-assistants-can-touch\/"},"modified":"2026-11-07T10:48:43","modified_gmt":"2026-11-07T15:48:43","slug":"how-to-choose-what-assistants-can-touch","status":"publish","type":"page","link":"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-choose-what-assistants-can-touch\/","title":{"rendered":"How to choose what AI assistants can touch"},"content":{"rendered":"\n<!--\n DMpro Help Center: How-To\n URL: https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-choose-what-assistants-can-touch\/\n-->\n<style>\n.kb-page{\n  --coral:#EE6055; --mint:#3DE8B7; --ink:#1A1A1A; --paper:#FAFAF7; --pen:#5F5E5A;\n  --yellow:#F8E170; --blue:#365eff; --line:#ececec;\n  font-family:-apple-system,BlinkMacSystemFont,\"Segoe UI\",Roboto,Helvetica,Arial,sans-serif;\n  color:var(--ink); line-height:1.62; max-width:840px; margin:0 auto; 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padding:0;}\n.kb-page .kb-cards a{display:block; border:1px solid var(--line); border-radius:12px; padding:14px 16px; font-weight:650; font-size:15px; color:var(--ink); background:#fff; height:100%;}\n.kb-page .kb-cards a:hover{border-color:var(--coral); text-decoration:none; color:var(--coral);}\n.kb-page .kb-cards small{display:block; font-weight:500; color:var(--pen); font-size:13px; margin-top:4px; line-height:1.4;}\n.kb-page .kb-hubsearch{width:100%; margin:18px 0 0; padding:14px 18px; border:1.5px solid var(--line); border-radius:14px; font-size:16px; font-family:inherit;}\n.kb-page .kb-hubsearch:focus{outline:none; border-color:var(--coral);}\n.kb-page .kb-hgroup{margin:34px 0 0;} .kb-page .kb-hgroup h2{font-size:22px; font-weight:800; margin:0 0 4px;} .kb-page .kb-hgroup p{margin:0 0 14px; color:var(--pen); font-size:15px;}\n.kb-page .kb-empty{display:none; color:var(--pen); margin:22px 0;}\n@media (max-width:560px){.kb-page .kb-step{gap:12px;}.kb-page .kb-step-n{width:32px;height:32px;font-size:14px;}}\n.kb-page .kb-notice{margin:18px 0 6px; padding:14px 18px; border-radius:12px; background:#fff8e1; border:1px solid #f3dd8a; font-size:15px;}\n.kb-page .kb-notice strong{color:#1A1A1A;}\n<\/style>\n\n<section class=\"kb-page\" id=\"kb-howto\">\n<nav class=\"kb-crumb\" aria-label=\"Breadcrumb\"><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/\">Help Center<\/a><span>\/<\/span><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/#how-to-guides\">How-To Guides<\/a><span>\/<\/span>How to choose what AI assistants can touch<\/nav>\n<header class=\"kb-head\"><span class=\"kb-eyebrow\">AI Assistant (MCP)<\/span><h1>How to choose what AI assistants can touch<\/h1><p class=\"kb-lead\">Set, area by area, what every connected assistant may see or do in your DMpro account. Changes apply on the assistant&#8217;s next message, with no reconnecting.<\/p><div class=\"kb-meta\"><span>5 steps<\/span><span>With screenshots<\/span><span>Updated October 2026<\/span><\/div><\/header>\n<div class=\"kb-needs\"><h2>Before you start<\/h2><ul><li>At least one assistant connected, or about to be<\/li><li>A few minutes to decide how much access you are comfortable with<\/li><\/ul><\/div>\n<div class=\"kb-steps\">\n<section class=\"kb-step\" id=\"step-1\"><div class=\"kb-step-n\">1<\/div><div class=\"kb-step-b\"><h2>Open What assistants can touch<\/h2><p>In the DMpro sidebar, under <strong>Account<\/strong>, click <strong>AI Assistant (MCP)<\/strong> and scroll to <strong>What assistants can touch<\/strong>. Just above it, the master switch reads <strong>AI assistant access is on<\/strong>. This section applies to every connected assistant at once.<\/p><p>Each of the 14 areas has its own segmented control. Click a level to select it. The last level in each row is full access.<\/p><div class=\"kb-tip\">Start by setting an area to the lowest level that does the job. You can raise it later in seconds.<\/div><figure class=\"kb-fig\"><img decoding=\"async\" src=\"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-mcp-permissions-1.jpg\" alt=\"The master switch and the first areas: Account and plan, Campaigns, Conversations, Performance and revenue, Products and catalogs, and Team and seats.\" loading=\"lazy\" width=\"1511\" height=\"812\"><figcaption>The master switch and the first areas: Account and plan, Campaigns, Conversations, Performance and revenue, Products and catalogs, and Team and seats.<\/figcaption><\/figure><\/div><\/section>\n<section class=\"kb-step\" id=\"step-2\"><div class=\"kb-step-n\">2<\/div><div class=\"kb-step-b\"><h2>Decide Account, Campaigns and Conversations<\/h2><p><strong>Account &amp; plan<\/strong> is <strong>Off<\/strong> or <strong>Can see<\/strong>: your name, plan, how much of this billing period is left and which accounts are connected.<\/p><p><strong>Campaigns<\/strong> is <strong>Off<\/strong>, <strong>Can see<\/strong> or <strong>Can see, build and edit<\/strong>. With full access an assistant can build and edit campaigns, but new ones are saved paused and never go live until you publish them. Publishing or deleting one is shown to you first and happens only after you confirm.<\/p><p><strong>Conversations<\/strong> is <strong>Off<\/strong>, <strong>Can read<\/strong> or <strong>Can read, sort and reply<\/strong>. Full access lets an assistant tag a thread, file it in a list, hand it to a teammate, leave a note and send replies. Replies go out only after you approve them in the chat, and never beyond the daily limit.<\/p><\/div><\/section>\n<section class=\"kb-step\" id=\"step-3\"><div class=\"kb-step-n\">3<\/div><div class=\"kb-step-b\"><h2>Decide Performance, Products, Team and Messages<\/h2><p><strong>Performance &amp; revenue<\/strong> (<strong>Off<\/strong> or <strong>Can see<\/strong>) covers campaign results, link clicks and store revenue.<\/p><p><strong>Products &amp; catalogs<\/strong> can be <strong>Can see<\/strong> or <strong>Can see and build catalogs<\/strong>. Connected stores are never changed from here.<\/p><p><strong>Team &amp; seats<\/strong> can be <strong>Can see<\/strong> or <strong>Can see and invite<\/strong>. Invites are shown to you and sent only after you confirm.<\/p><p><strong>Messages from DMpro<\/strong> can be <strong>Can read<\/strong> or <strong>Can read and message support<\/strong>. A message to support is shown to you in full and sent only after you confirm.<\/p><p><strong>Score &amp; rewards<\/strong> and <strong>Plans &amp; pricing<\/strong> are <strong>Off<\/strong> or <strong>Can see<\/strong>. Redeeming a prize, changing a plan or touching a payment method is never possible for an assistant.<\/p><figure class=\"kb-fig\"><img decoding=\"async\" src=\"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-mcp-permissions-2.jpg\" alt=\"The middle of the permission list: Performance and revenue, Products and catalogs, Team and seats, Messages from DMpro, Score and rewards, Plans and pricing and the start of Social accounts.\" loading=\"lazy\" width=\"1511\" height=\"812\"><figcaption>The middle of the permission list: Performance and revenue, Products and catalogs, Team and seats, Messages from DMpro, Score and rewards, Plans and pricing and the start of Social accounts.<\/figcaption><\/figure><\/div><\/section>\n<section class=\"kb-step\" id=\"step-4\"><div class=\"kb-step-n\">4<\/div><div class=\"kb-step-b\"><h2>Decide Social accounts, Integrations, Templates, Invitations and Quick replies<\/h2><p><strong>Social accounts<\/strong> can be <strong>Can see<\/strong> or <strong>Can see, assign and pause<\/strong>. Full access lets an assistant put an account into a campaign, take it out, and pause or resume its automations. Connecting and disconnecting accounts is always yours.<\/p><p><strong>Integrations<\/strong> is <strong>Off<\/strong> or <strong>Can see<\/strong>. Connecting or removing one stays with you.<\/p><p><strong>Templates<\/strong> can be <strong>Can see<\/strong> or <strong>Can see and save<\/strong>. A template never runs on its own.<\/p><p><strong>Campaign invitations<\/strong> can be <strong>Can see and decline<\/strong> or <strong>Can see, decline and invite<\/strong>. Sending an invitation, or accepting one so a campaign runs on your account, needs full access and is shown to you first.<\/p><p><strong>Quick replies<\/strong> can be <strong>Can see<\/strong> or <strong>Can see, write and delete<\/strong>. Saving a quick reply sends nothing to anyone.<\/p><figure class=\"kb-fig\"><img decoding=\"async\" src=\"https:\/\/dmpro.brandid.app\/blog\/wp-content\/uploads\/2026\/11\/dmpro-kb-dm-mcp-permissions-3.jpg\" alt=\"The last permission areas: Plans and pricing, Social accounts, Integrations, Templates, Campaign invitations and Quick replies, with the start of Connected assistants below.\" loading=\"lazy\" width=\"1511\" height=\"812\"><figcaption>The last permission areas: Plans and pricing, Social accounts, Integrations, Templates, Campaign invitations and Quick replies, with the start of Connected assistants below.<\/figcaption><\/figure><\/div><\/section>\n<section class=\"kb-step\" id=\"step-5\"><div class=\"kb-step-n\">5<\/div><div class=\"kb-step-b\"><h2>Check the new levels with your assistant<\/h2><p>Changes take effect on the assistant&#8217;s next message. Test one area you changed. For example, set <strong>Account &amp; plan<\/strong> to <strong>Off<\/strong>, then ask:<\/p><pre><code>What plan am I on in DMpro?<\/code><\/pre><p>The assistant should say it cannot see that. Set the row back to <strong>Can see<\/strong>, ask again, and it should answer. If the result does not match, refresh the page and check each row.<\/p><div class=\"kb-warn\">Giving an area full access does not mean the assistant acts unasked. Anything that publishes, sends a message or deletes is still shown to you first, but turn on only the full access you actually need.<\/div><\/div><\/section>\n<\/div>\n<div class=\"kb-box\"><h2>Tips<\/h2><ul><li>Changes apply on the assistant&#8217;s next message, and you can raise or lower a level whenever you like.<\/li><li>To cut every assistant off at once without touching these rows, use the master switch.<\/li><li>Some things are never possible through an assistant, such as connecting social accounts, paying, changing your plan or redeeming a prize.<\/li><\/ul><\/div>\n<div class=\"kb-box\"><h2>If something goes wrong<\/h2><details class=\"kb-prob\"><summary>My assistant says it does not have access to something I need.<\/summary><div><p>Open the matching area and raise the level. If every area fails, check the master switch reads <strong>AI assistant access is on<\/strong>.<\/p><\/div><\/details><details class=\"kb-prob\"><summary>An assistant refuses to publish or send without asking me.<\/summary><div><p>This is by design. Publishing, deleting, sending a message and sending a bulk message are always shown to you first and happen only after you confirm.<\/p><\/div><\/details><details class=\"kb-prob\"><summary>Do I have to reconnect after changing a level?<\/summary><div><p>No. Changes take effect on the assistant&#8217;s next message.<\/p><\/div><\/details><\/div>\n<div class=\"kb-box\"><h2>Related how-to guides<\/h2><ul class=\"kb-cards\"><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-turn-off-all-assistants\/\">How to turn off every AI assistant at once<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-disconnect-an-assistant\/\">How to rename or disconnect an AI assistant<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-build-a-campaign\/\">How to have an AI assistant build a campaign<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-have-an-assistant-sort-your-inbox\/\">How to have an AI assistant sort your inbox<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/how-to-connect-claude-to-dmpro\/\">How to connect Claude to DMpro<\/a><\/li><\/ul><\/div>\n<div class=\"kb-related\"><h2>Help Center articles<\/h2><ul><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/ai-assistant-mcp\/\">AI Assistant (MCP) &rarr;<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/settings\/\">Settings &rarr;<\/a><\/li><li><a href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/faq\/\">FAQ &rarr;<\/a><\/li><\/ul><\/div>\n<div class=\"kb-cta\">\n<h3>Still stuck? We&#8217;re happy to help.<\/h3>\n<p>Create your DMpro account, see pricing, or reach out to support directly.<\/p>\n<div class=\"kb-cta-btns\">\n<a class=\"kb-btn kb-btn-coral\" href=\"https:\/\/dmpro.brandid.app\/signin\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><path d=\"M5 12h14M12 5l7 7-7 7\"><\/path><\/svg>Create Free Account<\/a>\n<a class=\"kb-btn kb-btn-ghost\" href=\"https:\/\/dmpro.brandid.app\/\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><rect height=\"18\" rx=\"2\" width=\"18\" x=\"3\" y=\"4\"><\/rect><path d=\"M3 10h18\"><\/path><\/svg>See Plans<\/a>\n<a class=\"kb-btn kb-btn-ghost\" href=\"https:\/\/brandid.app\/contact-us\/\">\n<svg fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" viewbox=\"0 0 24 24\"><path d=\"M21 15a2 2 0 0 1-2 2H7l-4 4V5a2 2 0 0 1 2-2h14a2 2 0 0 1 2 2z\"><\/path><\/svg>Contact Support<\/a>\n<\/div>\n<\/div>\n\n<a class=\"kb-back\" href=\"https:\/\/dmpro.brandid.app\/blog\/dmpro-knowledge-base\/#how-to-guides\"><svg viewBox=\"0 0 24 24\" width=\"16\" height=\"16\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"m15 18-6-6 6-6\"\/><\/svg>All how-to guides<\/a>\n<\/section>\n<script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"HowTo\", \"name\": \"How to choose what AI assistants can touch\", \"description\": \"Set, area by area, what every connected assistant may see or do in your DMpro account. Changes apply on the assistant's next message, with no reconnecting.\", \"step\": [{\"@type\": \"HowToStep\", \"position\": 1, \"name\": \"Open What assistants can touch\", \"text\": \"In the DMpro sidebar, under Account , click AI Assistant (MCP) and scroll to What assistants can touch . Just above it, the master switch reads AI assistant access is on . This section applies to every connected assistant at once. Each of the 14 areas has its own segmented control. Click a level to select it. The last level in each row is full access. Start by setting an area to the lowest level that does the job. 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