Environments and releases

Change and test agents in Development, promote numbered releases through Staging to Production, roll back, compare and download releases, and choose which environment the widget, chat link, API and workflows use.

1. 01How environments and releases workThe path Development → Staging → Production, the draft, what a release holds and what every environment shares, which channel uses which environment, and what changed for new and existing agents.Concept4 min
2. 02Promote a releaseMake a numbered release from Development and run it in Staging, test it, then promote the same release to Production. The dialog, release notes, what changes, and the rules: forward only, requires Staging first, protected.Guide3 min
3. 03The Releases tab, release views and the artifactEvery release with its notes, digest and where it runs; compare any two or a release with the draft; download a release as JSON; and the read-only view of what Staging or Production runs, with its deployment history.Reference3 min
4. 04Roll back a releasePut Staging or Production back on a release it ran before, straight away. Only releases the environment ran before, admins only for protected environments, and the current release stays in the list.Guide2 min
5. 05Add, rename, reorder and remove environmentsSettings → Workspace → Environments: add an environment such as QA (up to 8), its name, slug, colour and place in the path; the default, requires-previous and protected rules; moving and removing environments.Guide3 min
6. 06Choose which environment answersThe default environment, and how to pick another: on the Deploy tab for the widget and a chat link (visitors can't), X-Environment or environment in the API, the Playground's picker, and what workflows and experiments use.Reference3 min
7. 07AGENT_NOT_DEPLOYED, ENVIRONMENT_NOT_FOUND and other environment errorsWhat the two environment codes and WORKSPACE_CREDIT_LIMIT mean, where they show up (API, widget, workflows), what to check, and the refusals the promote and rollback dialogs give.Troubleshooting4 min