Exporting an Agent
- Navigate to the Agents page.
- Click the ⋯ menu on the agent card.
- Select Export.
- A JSON file will be downloaded containing the agent’s full configuration, including:
- Name and model settings
- System prompt
- Language configuration
- Welcome message settings
- All tool configurations (handoff, end chat, custom functions)
- Knowledge base connections
- Analysis fields
- Temperature, max tokens, and auto-close settings
The export does not include your Knowledge Base files or API keys. You’ll need to reconnect those after importing.
Importing an Agent
- Navigate to the Agents page.
- Click the Import button (upload icon).
- Select a previously exported JSON file.
- The agent will be created with all the exported settings.
- Reconnect any Knowledge Bases and update Custom Function webhook URLs if needed.
Duplicating an Agent
To quickly create a copy of an agent within the same organization:- Navigate to the Agents page.
- Click the ⋯ menu on the agent card.
- Select Duplicate.
- A new agent is created as a copy with “(copy)” appended to its name.