The AI agent's draft, publishing and versions
Last updated: 2 November 2026 · 5 min read
When you change an AI agent's settings, customers don't see it right away. The change goes into a draft first, you check it in the test chat, and you publish it when it's ready. Every publish is kept as a version.
Steps
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1
What goes into the draft
These pages write to the draft: “Instructions” (the agent's name too), “Rules” (with the situations), “Skills”, “Memory” and “Handoff and closing”. “Knowledge sources” is not part of the draft: the Q&As, files and websites you add there work at once. Changes on “Where it works” and “Comments” also work at once.
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2
Save the draft
On “Rules”, “Skills” and “Handoff and closing”, each change goes into the draft by itself. The name and “Instructions” are saved with “Save draft” at the top. While there are changes nobody has published, the top bar says “Unpublished changes”.
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3
Test it in the test chat
The test chat on the right and “Batch test” answer from the draft, so you check a change before any customer sees it. Text typed in “Instructions” and not saved yet goes into the draft by itself when you send a question.
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4
Publish
Click “Publish” at the top. The draft goes live at once and the agent answers with the new settings in every channel. Publish a new agent before you connect it to a channel too: a channel always gets the published version.
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5
Go back to an older version
Click the clock icon at the top to open “Versions”. The table shows each publish: its number, who published it, when and what changed. “Live” marks the version customers get now. An agent made before this feature keeps its settings of that day as version 1. “Go back to this version” writes the version into the draft; the live agent doesn't change. Check it and click “Publish”. Going back to the live version throws the draft away.