Every time you save your agent's configuration a version is created: a snapshot of how the agent was at that moment. Versions let you test changes without affecting your customers, publish a version on each channel (WhatsApp, Instagram, Messenger or the widget) and roll back to an earlier version if something did not turn out as expected.
Save a version
- 1
Make your changes
In the agent's settings. - 2
Click "Save"
"Save agent version" opens. - 3
Name and describe the version
"Version name" and "Version description" (up to 200 characters) are suggested by AI; you can change them. The name is optional: without one, the version shows as
v12 · Personality, for example. - 4
Choose which channels it is published on
In "Update on channels" your connected channels (WhatsApp, Instagram, Messenger, Widget) are selected. Channels that are not connected appear disabled with "Connect the integration first". The new version always applies to the Playground.
- 5
Click "Save version"
You will see "Channels updated to this version".
Test before publishing
The Playground answers with the latest saved version. To test a change without your customers seeing it, untick the channels in "Update on channels", save, test in the test chat and then publish the version from each channel's history. A channel you untick keeps answering with the version it already had.
What reaches your customers, and when
| Change | When your customers see it |
|---|---|
| Agent configuration (instructions, Q&A, rules, funnel…) | When you publish the version on that channel |
| "Max wait before replying" and "On for new conversations" | As soon as you save |
| Memory and Resources files | As soon as they are uploaded |
| Changes you did not save | Never |
Choose each channel's version
In the channel bar, to the right of the Playground (on desktop), each channel has its switch and its "Version history".
- Turn the agent on in a channel: switch the channel on; it is enabled with the Playground's current version. Confirm in "Enable agent on WhatsApp" (or the channel you chose).
- Switch versions: in "Version history", pick another version and confirm "Switch active WhatsApp version".
- Turn the agent off in a channel: confirm "Disable WhatsApp agent".
Each channel can only be connected to one agent at a time; if another agent has it, you will see, for example, "WhatsApp is already connected to another agent".
Roll back to an earlier version
- On a channel: open its "Version history" and pick the earlier version. The channel starts answering with it.
- As your draft: in the version selector above the test chat, pick a version. That restores it: your configuration goes back to how it was in that version and the Playground answers with it. To get it to your customers, save and publish it.
You can also pin a version per funnel stage, so chats in that stage are handled with it. See Funnel.