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New to environments? Start with the Environments tutorial for a hands-on introduction. For detailed workflows and best practices, see Version management.
Develop, test, and deploy through environments: Draft → Sandbox → Pre-release → Live.

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Creating a version

A version is created whenever changes are made to an agent. A draft banner appears at the top of the page, allowing you to:
  • Delete: Revert to the most recent published version.
  • Publish: Save the draft as a version, optionally adding a description highlighting changes made and any notes for future collaborators.
delete-publish Once published, the version becomes your active deployment and you can access it from Deployments > Environments in the sidebar. active-publish

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Promoting a version

Promotion moves a version from one environment to the next. The environments include Sandbox, , and .

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Pre-release

Pre-release is used for user acceptance testing (UAT). It is a stable staging area where versions are tested before being released to production.
  1. Go to Deployments > Environments in the sidebar.
  2. Click the Options Menu next to the desired version.
  3. Select Promote to Pre-release.

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Live

The live environment, also referred to as production, is where your agent handles real traffic.
  1. Go to the Pre-release tab in Deployments > Environments.
  2. Click the overflow menu (three vertical dots) next to the version.
  3. Select Promote to Live.
  4. Confirm your selection by checking the box and clicking Promote.
initiate release

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Comparing versions and environments

Before promoting changes, you can compare versions across environments using a side-by-side diff view.
  1. Go to the Deployments section and open Environments or Project History.
  2. Select a version and click Compare to view differences between Sandbox, Pre-release, and Live.
  3. Versions appear in reverse chronological order (newest first) for easier navigation.
For detailed information on tracking changes between versions, see Tracking changes.

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Rolling back to a previous version

If an issue arises with the promoted version, you can roll back to a previous version:
  1. Go to Deployments > Environments in the sidebar.
  2. Select the Options Menu for the desired version.
  3. Click Rollback.
  4. Confirm the rollback.
Once complete, the system will notify you that the rollback was successful.
initiate rollback

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Testing your agent

Main page: agent Chat You can test your agent by interacting with it in different environments. This helps identify issues and refine prompts.
  1. Click the Play Chat icon in the top-right corner of the screen.
  2. Select the environment containing the version you want to test.

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Assigning phone numbers

Each environment can have a unique phone number, allowing you to distinguish between test calls and live calls. To assign phone numbers:
  1. Go to Configure > Numbers in the sidebar.
You can assign different phone numbers and SIP headers to your versions here. assign version phone numbers