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Versions and AI-assisted editing

Every AI Employee keeps a version history. A change goes live only when you publish it, and each publish creates a new version you can roll back to. You can make changes by hand or describe them in plain language and let the AI Employee Builder plan them for you.

Save or publish your changes​

When you edit an AI Employee by hand on its Configure page:

  • Save changes keeps your work as a draft without putting it live. The status chip reads Live · unpublished changes.
  • Publish asks for a short version message, then puts your changes live as a new version.
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A capability shared by several AI Employees is one configuration. Publishing a change to it creates a new version of every AI Employee that uses it. To change one AI Employee only, give it its own copy of the capability.

Roll back to an earlier version​

History lists every published version with its date and version message.

  1. Open the version chip and select History.
  2. Select the version you want.
  3. Click Edit from this version.
  4. Click Publish.

The earlier version is published as a new version, so nothing in the history is lost.

What a rollback restores​

A rollback restores the AI Employee's name, role, capabilities, guardrails, and model settings.

Triggers, knowledge sources, and automations aren't part of a version. Check them after a rollback.

Edit with AI​

Modify opens the AI Employee Builder, where you describe a change in plain language.

  1. Go to AI → Workforce and click Configure on the AI Employee.
  2. Click Modify.
  3. Describe the change, or start from one of these:
    • Improve my prompts
    • Create a new capability
    • Add useful capabilities for my business category
  4. Review the plan the Builder returns. Its What Stays Exactly the Same section lists what the change won't touch, such as an existing guardrail.
  5. Click Approve to apply the plan, Edit to change it, or Cancel to discard it.

Nothing changes until you approve the plan. When you click Approve, the change is published right away as a new version, with a version message written by the Builder. To undo it, roll back to an earlier version.

Frequently asked questions​

Why aren't my changes live?

Save changes keeps a draft. Click Publish to put your changes live. The status chip reads Live · unpublished changes while you have a draft.

Does a rollback restore my knowledge sources?

No. Triggers, knowledge sources, and automations aren't part of a version, so check them after a rollback.

I edited a capability and other AI Employees got a new version. Why?

The capability is shared by those AI Employees, so publishing a change to it creates a new version of each one. To change one AI Employee only, give it its own copy of the capability.

Does Modify change anything before I approve the plan?

No. Nothing changes until you click Approve, and approving publishes the change as a new version.