Export & Import
The Export & Import feature allows you to export your bot configurations and import them into other workspaces. This is useful when you want to replicate a bot setup across multiple environments, share configurations with team members, or create backups of your bot settings.
Exporting a Bot
To export a bot configuration:
- Navigate to the Bots menu and select the bot you want to export.
- Click the Export option from the bot's action menu.
- The system will generate an export file containing the bot's configuration, including persona settings, advanced settings, knowledge base references, and assignment rules.
- Download the export file to your local machine.
The export file includes:
| Component | Included |
|---|---|
| Bot Persona | Name, persona name, persona description |
| Labels | Related labels with the current bot |
| Bot Config | Mode, execution delay, and other behavioral settings |
| QNA | All configured question and answer knowledge data |
| Tools | Tool configurations linked to the bot |
| Dynamic Value Overrides | All customized dynamic value |
| Knowledge Base | References to associated knowledge base articles |
| Assignment Rules | Configured routing rules and conditions |
Importing a Bot
There are two types of imports. You can use it to create new bots and modify existing bots. When you import a knowledge base with the same name, it will be updated.
To import a bot configuration into a workspace:
- Navigate to the Bots menu.
- Click the Import Bot button.
- Select the export file from your computer.
- Review the imported configuration to ensure all settings are correct.
- Click Confirm to create the bot with the imported settings.
After importing a bot, review the assignment rules and channel connections to make sure they are correctly mapped to the channels available in your target workspace. Channel identifiers may differ between workspaces.
Common Use Cases
- Multi-workspace deployment — Set up a bot in your development workspace, test it thoroughly, then export and import it into your production workspace.
- Team collaboration — Share bot configurations with team members who manage different workspaces.
- Backup and recovery — Regularly export your bot configurations as backups so you can restore them if needed.
- Template sharing — Create a well-configured bot template and import it across multiple projects to save setup time.
