Import / Export
Back up, migrate, or share workspace configuration as a portable JSON file.
Import / Export
Move workspace configuration around. Export captures assistants, workflows, knowledge, and other configuration into a single JSON file. Import restores or applies that JSON to a workspace.
Go to Settings → Workspace → Export.
Export
Click Export to download the workspace configuration as JSON. Useful for:
- Backups — Snapshot before a major reconfiguration so you can roll back.
- Migration — Copy configuration into a new or sister workspace.
- Debugging — Share configuration with support when troubleshooting.
- Templating — Export a "golden" workspace and import it as the starting point for new ones.
The export captures the configuration tree (assistants, workflows, abilities, data types, templates). It does not capture chats, members, or other operational data — those stay in the source workspace.
Import
Click Import and pick a previously exported JSON file. The configuration is applied to the current workspace.
Warning Import overwrites existing configuration. Always Export first as a backup before importing into an existing workspace.
Import is best used on:
- Fresh workspaces — Apply a template to a new workspace before any real configuration is built up.
- Recently exported workspaces — Roll back a recent change by importing yesterday's export.
Tips
- Export regularly. Treat exports like database backups — keep periodic snapshots, especially before risky changes.
- Version-control critical configuration. Commit your export JSON to a git repo so you have history and diff-ability.
- Test imports on a scratch workspace. Before importing into production, verify the JSON imports cleanly into a sandbox workspace.
Related
- Workspace Settings — Index of all workspace settings tabs.
- Organizations — Org-level workspace creation and provisioning.
Related Resources
General
Workspace name, slug, default language, timezone, signup code, and default assistant.
Business Hours
Define when your workspace is open. Drives escalation routing, phone work modes, and the is_business_hours variable.
Phone
Workspace-wide voice defaults — default phone number, audio recording, and voicemail detection on AI-initiated outbound calls.
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