Seamless Upgrade for AI Employees

Overview

Seamless Upgrade helps builders safely test and deploy changes to a live AI Employee without causing downtime. It is designed for situations where an AI Employee is already in production and you need a safer way to update behavior, data, or configuration.

Key Features

• Clone AI Employee with Data -- Creates a full, editable copy of a live AI Employee, including uploaded files, configurations, and workflows. The cloned AI Employee is disabled by default, keeping tests isolated from live traffic.
• Import Changes from a Test AI Employee -- After validating changes in the clone, import those changes back into the production AI Employee of the same type. This applies workflows, data, and configurations while preserving production properties like metrics, API keys, and permissions.
• End-to-end upgrade workflow -- Supports a complete clone, test, validate, and deploy flow within the platform, reducing manual effort and avoiding downtime risk.

The Problem

Once an AI Employee is live, making changes can be risky and slow:

1. No safe testing environment -- Previous cloning did not carry over data, requiring manual re-uploads.
2. Manual effort and errors -- Files had to be ingested repeatedly, consuming time and increasing the chance of mistakes.
3. Difficult evaluations -- Testing updated behavior consistently took significant time.
4. Downtime risk -- Migrating changes back to the original AI Employee could disrupt service.

How to Use Seamless Upgrade

The workflow has three phases: Clone > Make changes and test > Import changes back to production.

Step 1: Clone the Production AI Employee

1. Navigate to the production AI Employee you want to test.
2. Click the three-dot menu in the top-right corner.
3. Select Clone AI Employee.
4. In the modal:
   • Enter a name for the new test AI Employee.
   • Choose Clone AI Employee with Data as the clone type.
5. Click Clone AI Employee.

The system clones the AI Employee along with all ingested data. A banner displays during the cloning process. Time to complete depends on the volume of files.

Important notes:

• During cloning, neither AI Employee can be edited, but the original AI Employee continues to function without disruption.
• Files currently in progress in the original AI Employee are also cloned once they are successfully ingested.
• Failed files are not cloned.
• You can simultaneously clone the same AI Employee multiple times.
• The system supports cloning a maximum of 6,000 files per hour across the tenant.

Step 2: Make Your Changes

Once cloning is complete:

1. Modify data -- add or remove files.
2. Change configuration or workflow.
3. Test in the platform.

Step 3: Import Changes Back to Production

Once you are satisfied with your changes:

1. Navigate to the production AI Employee where you want to import the changes.
2. Click the three-dot menu in the top-right corner.
3. Click Import changes from AI Employee.
4. Select the clone AI Employee from the dropdown.
5. Click Import.

During import, a banner is displayed and both AI Employees are locked for editing. Both AI Employees continue to function during the import.

What Gets Imported vs. Preserved

If the import does not complete successfully, no changes are applied -- there is no partial import, and the original AI Employee remains unaffected.

Once import is complete, a completion banner is displayed and the production AI Employee uses the imported data and configuration to respond.