Publish changes
How to review your agent's pending changes, publish or discard them, and what happens to ongoing conversations.
In the product: AI agent →
Some changes to your agent apply instantly, and others wait in a draft until you publish them. Meanwhile, the agent keeps working with the previous setup. When there are pending changes, Unpublished changes appears at the bottom right of the agent’s page.
What needs to be published
- The workflow in the Work section, including the Payment rule for in-store pickup.
- Everything in the Voice section.
- The Knowledge toggles that choose which data the agent uses.
- The model, only if the agent has never been published.
- Anything you change in Guided configuration, except locations, bank accounts, and payment methods, which apply instantly.
Channels, skills, business details, and the model of an agent that’s already published apply instantly. Read Configure an agent.
Publish
- Click Unpublished changes. Review pending changes opens with the list of Changes in this draft.
- Review the list and click Review & Publish.
- When it finishes, you’ll see Changes published to Live: the agent now uses the new setup.
Only the owner and admins can publish.
Publishing turns on the agent
When you publish, the agent is turned on if it meets its requirements, even if you had turned it off before. If you want to make changes without it serving customers yet, publish them and then turn it off with the On toggle.
Discard changes
In Review pending changes, Discard Changes returns the draft to the setup that’s live. Confirm with Discard unpublished changes. This can’t be undone.
- It discards the workflow, the voice, the knowledge toggles, and the payment rule.
- It doesn’t touch what applies instantly: channels, skills, or business details.
- It’s only available after the first publish.
There’s no version history yet for going back to a previous setup.
What happens to ongoing conversations
- A message the agent was already replying to finishes with the previous setup.
- From the next message on, each conversation uses the new one.
- If you changed workflows, open conversations start from the first step of the new workflow. If not, they stay on the step they were on.
The first time
If your agent has never been launched, use Validate and launch on the agent’s page: it publishes your draft and turns the agent on in a single step. Read Launch your agent.