AI Employee Export & Import
The Export & Import feature allows you to copy an AI Employee's complete configuration and data from one environment (the source) into another AI Employee (the target). This is useful for promoting configurations from staging to production, duplicating a proven setup across tenants, or restoring a previous state.
How This Agent Works
The import process runs as a managed, multi-step workflow. The platform handles all the complexity of data replication, workflow copying, and configuration transfer automatically.
Workflow Steps
- Backup -- The target AI Employee's current state is backed up before any changes are made. This backup is used for rollback if any subsequent step fails.
- Tag structure sync -- Tag dimensions and tags from the source AI Employee are ensured to exist in the target's database so that data replication can reference them.
- Data replication -- All widget data (knowledge bases, files, indexed content) is replicated from the source to the target. Each widget is replicated independently, and progress is tracked per widget.
- Poll for completion -- The platform monitors replication progress for each widget. You can track overall progress (completed nodes vs. total nodes) during this phase.
- Workflow copy -- The source AI Employee's workflow canvas (nodes, connections, and configuration) is deep-copied and associated with the target AI Employee.
- Configuration update -- The target AI Employee's configuration is updated to match the source, with widget name mappings applied to reflect the new data locations.
- Cleanup -- Old resources (the previous workflow and widget data) are removed from the target.
- Finalize -- The import request status is updated to reflect success or failure.
Rollback on Failure
If any step fails during the import, the platform automatically rolls back the target AI Employee to its pre-import state:
- The backed-up configuration is restored.
- Any newly created resources (new workflow, new widget data) are deleted.
- The import request is marked as FAILED with a detailed error message.
The rollback process ensures that a failed import never leaves the target AI Employee in a broken or partially-updated state.
Progress Tracking
During the data replication phase, you can monitor progress through the import request status. The platform reports:
- Total nodes -- The total number of data nodes across all widgets that need to be replicated.
- Completed nodes -- The number of nodes that have been successfully replicated so far.
Progress updates are written to the database after every polling cycle, so you see near-real-time status even for large imports.
Timeouts and Limits
| Parameter | Value |
|---|---|
| Maximum replication poll duration | 1 hour per widget |
| Maximum consecutive poll errors | 5 (before the import is marked as failed) |
| Poll interval | 10 seconds between status checks |
Requirements
- Both the source and target AI Employees must belong to the same tenant.
- The user initiating the import must have appropriate permissions on both AI Employees.
- Integrations used by the source AI Employee should be available and configured in the target environment. The platform validates integration availability during the import process.
Related Pages
- AIE Audit Log -- Import events are recorded in the audit log.
- Workspaces & Tenants -- Understanding tenant boundaries for import operations.