Agents

Import & Export Agent

Copy Agent configurations between environments to save time and reduce manual setup.

Overview #

Import & Export allows you to package an Agent's entire configuration and move it to a different environment — for example, from a staging (test) setup to a production (live) setup. This saves time and ensures consistency.

Why This Matters #

  • Saves time — No need to rebuild an Agent from scratch in a new environment
  • Ensures consistency — The same configuration is used everywhere
  • Reduces errors — Avoids manual mistakes when recreating complex Journeys
  • Supports scaling — Easily duplicate proven Agents across Brands or regions

How It Works #

Exporting an Agent #

  1. Open the Agent you want to export.
  2. Click Export (or the export option in the menu).
  3. The system generates a file containing the Agent's full configuration.
  4. Save the file.

Importing an Agent #

  1. Go to the target environment (e.g., production).
  2. Click Import Agent.
  3. Upload the exported file.
  4. Review the imported configuration.
  5. Test the Agent with a test Candidate before making it live.

What Gets Exported #

When you export an Agent, the file typically includes:

  • Agent name and settings
  • Path structure and Step order
  • Step configurations (forms, messages, options, etc.)
  • Compatibility Match settings and weights
  • Completion and timeout configuration
  • Appearance and branding settings

What You Need to Check After Import #

Some settings may need to be updated in the new environment:

  • Email addresses — Sender addresses may differ between environments
  • Webhook URLs — External system endpoints may have different addresses
  • Signing templates — Document templates may need to be reconnected
  • Brand assignment — Make sure the Agent is assigned to the correct Brand
  • Gate connections — Gates may need to be reconfigured for the new environment

Step-by-Step: Safe Import Process #

  1. Export from the source environment.
  2. Import into the target environment.
  3. Review all Steps and settings.
  4. Update any environment-specific settings (emails, webhooks, etc.).
  5. Run a full test with a test Candidate.
  6. Only then, make the Agent live.

Common Mistakes #

  • Importing and going live without testing first
  • Forgetting to update email or webhook settings for the new environment
  • Overwriting an active Agent without checking what will change
  • Ignoring warning messages during import
  • Skipping the test run after import

Last updated May 4, 2026