Agents

Agent Lifecycle and Release

Manage agent changes from draft to production with predictable review and release controls.

Definition #

Agent Lifecycle and Release describes how an Agent moves from initial draft to validated production use.

It covers editing, reviewing, testing, approving, and releasing changes in a controlled process.

Why it matters #

A defined release lifecycle reduces regressions, protects live candidate experience, and improves team accountability.

How it works #

  1. Build or update Agent in draft.
  2. Review key changes (routing, widgets, integrations).
  3. Test critical candidate paths.
  4. Approve change using role-based control.
  5. Release to production.
  6. Monitor behavior and logs after release.

Configuration fields #

  • Draft vs live state indicators
  • Release owner and approver
  • Change scope (paths/steps/widgets)
  • Validation checklist status
  • Rollback plan reference
  • Post-release monitoring window

Example scenario #

A team updates journey completion messaging and compatibility criteria.

They test in non-production, get approval, release during low-risk hours, and monitor candidate progress metrics for the next day.

Common mistakes #

  • Releasing multiple major changes at once
  • Missing rollback strategy before publish
  • Skipping smoke tests after release
  • No owner assigned for release monitoring

Troubleshooting checklist #

  • Confirm what changed in this release
  • Compare pre-release and post-release behavior
  • Isolate whether issue is configuration or integration related
  • Re-run high-impact path tests
  • Decide fix-forward vs rollback quickly
  • Record root cause and prevention note

Last updated Mar 28, 2026