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.

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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

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⚠️ Impact of Deploy

Conversations

• Ongoing conversations continue normally

• New messages follow the updated behavior

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Channels

If an Agent or Squad is removed:

• The channel is automatically deactivated

• The responder is unassigned

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Responders

• Removed Agents/Squads are no longer available

• Channels depending on them stop working

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📡 Channel Behavior

• If the assigned Agent/Squad exists → works normally

• If removed → channel becomes inactive

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🔄 Rollback (Reverting Versions)

A Rollback restores your configuration to a previous version.

⚠️ Rollback is global and affects all versioned entities.

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How to Rollback

1. Open Version History

2. Select a version

3. Click Edit this version

4. Confirm

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What Happens

• The current Draft is permanently discarded

• A new Draft is created from the selected version

• You can review and deploy again

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📌 Plan Limitations

• Freemium → No rollback

• Starter → 1 version back

• Pro / Agency / Enterprise → Unlimited

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⚠️ Restrictions

• No partial rollback

• Cannot rollback only one component

• Cannot rollback to current Draft

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🧾 Impact on CRM

CRM data is not versioned.

Preserved:

• Tickets

• History

• Tags

• Assignments

What changes:

• Only Agent behavior

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✅ Key Takeaway

• Deploy makes your changes live

• Rollback safely restores previous versions

• Neither affects stored data or conversation history