Role-based chatbot implementation in Appian interfaces

Hi All,

I am working on an Expense Reimbursement System POC in Appian.

We have three different user roles: Employee, Manager, and Finance Team, each with separate interfaces. I need to implement an AI chatbot in all three interfaces that can answer user questions based on claim data.

What is the best approach to design and integrate role-specific chatbots in Appian? Should each interface have a separate chatbot configuration, or can we reuse a single chatbot with dynamic context?

Also, how can we ensure the chatbot responds based on the logged-in user’s role and related data?

Thanks in advance.

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