Skip to main content

Import an agent

Updated this week

Import loads an agent from a .zip archive exported from Newo.ai, replacing or merging its Flows, Knowledge Base, and Customer Attributes into the current agent. Use it to restore a backup, copy a configured agent to a new customer, or promote an agent from a staging environment to production.

⚠️ CAUTION

Before importing, the Builder automatically creates a full backup export of the current agent (including AKB and Customer Attributes) and downloads it to your browser. Save this file — it is your only restore point if the import produces an unexpected result.

Import an agent

  1. Open the Builder and go to Settings.

  2. Click Import.

  3. Click the file picker and select a .zip archive previously exported from Newo.ai.

  4. Optionally expand Advanced settings and adjust the options (see Advanced settings below).

  5. Click Import.

The Builder downloads a backup of the current agent automatically, then applies the import. The page reloads when the import is complete.

Advanced settings

Expand Advanced settings to control how the import handles existing data. The defaults are designed for a clean, complete restore — change them only when you need to merge or partially apply the archive.

Setting

Default

What it does

Stop initialization if Flow publication fails

On

Aborts the entire import if any Flow fails to publish. Prevents a partial import where some Flows are applied and others are not. Turn off only if you want the import to continue despite publication errors.

Clear Agent Flows before importing

On

Deletes existing Flows for every Persona included in the archive before adding the imported ones. Turn off to merge imported Flows into the existing set without removing any current Flows first.

Delete Agent Personas not included in imported Flows

On

Removes Personas from the current agent that do not appear in the archive. Turn off to keep existing Personas that aren't part of the import.

Clear Customer Attributes

On

Deletes all existing Customer Attributes before importing the ones from the archive. Turn off to preserve existing Attributes and only add or update the ones included in the archive.

Overwrite Webhooks

Off

When enabled, replaces the current agent's Webhooks with those in the archive. Leave off if you want to keep the existing Webhook configuration unchanged.

When to import

  • Restore from backup — If a change produced an unexpected result, import the backup archive that was downloaded automatically before the previous import.

  • Copy an agent to a new customer — Export from the source agent (see Export an agent), then import into the target customer's account.

  • Promote from staging to production — Export the fully tested staging agent and import it into the production agent to push configuration changes.

Did this answer your question?