Deploy & Rollback

This section covers how changes move to production and how to safely revert them.

🚀 Deploy (Publishing Changes)

A Deploy is the action of promoting your Draft version to Production.


What happens during a Deploy

  • Your Draft becomes the new live version

  • A version is saved in history (e.g., v23)

  • A new Draft is automatically created


⚠️ Impact of Deploy

Conversations

  • Ongoing conversations continue normally

  • New messages follow the updated behavior


Channels

If an Agent or Squad is removed:

  • The channel is automatically deactivated

  • The responder is unassigned


Responders

  • Removed Agents/Squads are no longer available

  • Channels depending on them stop working


📡 Channel Behavior

  • If the assigned Agent/Squad exists → works normally

  • If removed → channel becomes inactive


🔄 Rollback (Reverting Versions)

A Rollback restores your configuration to a previous version.

⚠️ Rollback is global and affects all versioned entities.


How to Rollback

  1. Open Version History

  2. Select a version

  3. Click Edit this version

  4. Confirm


What Happens

  • The current Draft is permanently discarded

  • A new Draft is created from the selected version

  • You can review and deploy again


📌 Plan Limitations

  • Freemium → No rollback

  • Starter → 1 version back

  • Pro / Agency / Enterprise → Unlimited


⚠️ Restrictions

  • No partial rollback

  • Cannot rollback only one component

  • Cannot rollback to current Draft


🧾 Impact on CRM

CRM data is not versioned.

Preserved:

  • Tickets

  • History

  • Tags

  • Assignments

What changes:

  • Only Agent behavior


✅ Key Takeaway

  • Deploy makes your changes live

  • Rollback safely restores previous versions

  • Neither affects stored data or conversation history

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