App Import and Export

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App Management covers importing, exporting, and managing AI Agent configurations for migration, cloning, and backup.

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Import & Export

Import Types

Type	Behavior
Full Import	Replaces the target agent with the imported configuration. Deletes any target configurations absent from the import file. Retains the webhook channel even if not in the import.
Incremental Import	Merges the import file into the target agent. Retains additional configurations in both source and target. Allows selective component import.

Back up the target agent before a Full Import. Overwritten configurations cannot be recovered.

Bot imports are not supported — only App imports. To upgrade an XO10 Bot, follow the migration path to XO11.

Before importing, review the config.json file — it contains variables that need values for the target agent.

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Import to an Existing Agent

1. Open the target agent and go to Deploy > Import & Export.
2. Select the Import tab.
3. Choose an upload method:
   • JSON Files: Upload appDefinition.json and config.json separately. Optionally upload a custom script file (max 500 KB).
   • ZIP File: Upload the .zip exported from the source agent directly.
4. Select Full Import or Incremental Import.
5. Full Import behavior for Generative AI and LLM:
   • Deletes existing models and prompts in the target; overwrites with those from the import file.
   • Retains model configurations present in both source and target.
   • Replaces all feature mappings, custom instructions, guardrails, and DialogGPT.
   • Preserves existing integrations; imports XO-GPT as-is.
   • Enables imported features with warnings.
   • Handles Azure OpenAI by Kore.ai integration based on token status.
   • Requires a manual update of the LLM key when importing a DialogGPT-enabled export that uses LLMs (other than XO-GPT) for the application to function as expected.
6. Incremental Import — select the components to import:
   • Flows: Select specific flows to import.
   • Automation Tasks: Dialog tasks, Digital Forms, Small Talk, or FAQs (with or without comments).
     When importing Automation Tasks, also select NLP Data — utterances linked to dialog tasks are not imported otherwise.
   • NLP Data: Synonyms, Concepts, Traits, Rules, Utterances, Patterns, and Standard Responses.
     • Append (default): Imports utterances and retains any additional utterances in the agent.
     • Replace: Imports utterances and removes any additional utterances in the agent. Imported Traits, Synonyms, and Concepts replace those in the target. Rules import only with their associated dialog tasks.
   • Settings: App Settings, Variables, Voice Call Properties, and Generative AI and LLM (integrations, prompts, feature mappings, guardrails, DialogGPT).
   • Custom Dashboards: Imports custom dashboards from the Analyze section.
   • Agent AI Dashboards: Agent coaching rules, checklists, and configurations.
7. On the backup prompt, click Backup to download the current agent configuration.
8. Click Proceed, then Done after the import completes.

Import fails if the agent has been restored but not published after the restore.

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Create a New Agent via Import

1. On the landing page, click New App > Import App.
2. On the Get Started screen, click Try now on the Automation AI tile.
3. Enter an App Name and optionally set an icon.
4. Choose an upload method:
   • JSON Files: Upload appDefinition.json and config.json. Optionally upload a custom script file (max 500 KB).
   • ZIP File: Upload the exported .zip directly.
5. Click Create App.

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Incremental Import: Component Reference

Component	Behavior
Tasks with the same Reference ID	Replace target tasks; status resets to Configured (including Suspended and Rejected tasks).
Tasks in source with a different Reference ID	Created in the target with the same Reference ID.
Tasks in target with a different Reference ID	Remain unchanged.
Utterances, Patterns, Task-level Synonyms	Replace those in the target and apply to imported tasks. Published models in the target are unchanged.
App Synonyms and Standard Responses	Replace existing synonyms and standard responses in the target.
Synonyms, Concepts, Traits	Imported with all underlying terms; replace those in the target.
Rules	Imported only if their tagged dialog tasks are also imported. On-Prem: NLP components (Synonyms, Concepts, Rules, Traits) can be imported from a higher to a lower platform version by selecting NLP Settings, but Rules still require their dialog tasks.
Generative AI and LLM	• Keeps existing prompts; adds new ones. • Replaces feature mappings, custom instructions, guardrails, and DialogGPT. • Preserves integrations. • Imports XO-GPT as-is. • Enables features with warnings. • Handles Azure OpenAI by Kore.ai based on token status. • Requires a manual update of the LLM key when importing a DialogGPT-enabled export that uses LLMs (other than XO-GPT) for the application to function as expected.

Export

Exporting downloads a .zip archive with the following files:

File	Contents
appDefinition.json	Metadata, tasks, synonyms, utterances, patterns, knowledge graph, standard responses, flows, and IDPs
config.json	App settings, variables, and IVR settings
Icon.png	Agent icon
<ScriptFileName>.js	Custom JavaScript functions (if a script file exists)

Each agent and its components receive unique Reference IDs on export. These IDs let the platform match and update tasks in the target agent during import.

Export Modes

Published Mode — exports only the published version of each task.

Task Status	Exported?
In Progress	No
Configured	No
Published	Yes
Upgrade in Progress	No — only the published version exports
Rejected	No
Suspended	No

In Dialog tasks, only nodes in the Published status are exported.

Latest Version Mode — exports the most recent version of each task, regardless of publish status.

Task Status	Exported?
In Progress	Only if it’s the sole available version
Configured	Only if it’s the sole available version
Published	Only if it’s the sole available version
Upgrade in Progress	Always
Rejected	No
Suspended	No

Steps to Export

1. Open the agent and go to Deploy > Import & Export.
2. Select the Export tab.
3. Select Published or Latest Version mode.
4. Deselect any components to exclude (all selected by default).
   If bot events reference Dialog tasks not included in the export, those events are disabled in the exported copy. Include all tasks referenced by bot events to avoid this.
5. For Automation Tasks, select specific tasks to export (default: all).
   When exporting Automation Tasks, also select NLP Data to include their utterances.
6. Optionally enable Include dependent tasks to export linked dialogs and sub-intents. Import fails if dependent tasks are missing.
7. Click Export. When complete, click Download.

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Exported Components Reference

Category	Component	Details
Flows	Start Flows	System-created conversational start flows for calls and chat
Flows	Exit Flows	System-created flows for No Agents Available and Out of Operational Hours (voice and chat)
Automation Tasks	Alert Tasks, Dialog Tasks, Digital Forms, FAQs, Small Talks	Task definitions, synonyms (task/field/entity), and patterns
Natural Language	NL Model	Advanced NLP settings, ignore words, field memory, concepts, synonyms, traits, and rules (with corresponding dialog tasks)
Natural Language	Utterances	All utterances for all enabled languages
Natural Language	Standard Responses	All standard responses for all enabled languages
Settings	App Settings	General settings, name/description, language management, welcome message, hold & resume, custom script, tenancy URLs, error messages, task setup/execution
Settings	App Variables	All global and content variables with values
Settings	Voice Call Properties	All voice channel configurations
Settings	Generative AI and LLM	Integrations, Prompts Library, Feature Mappings, Guardrails, DialogGPT
Custom Dashboard	—	Custom dashboards from the Analyze section
Agent AI Dashboard	Agent Coaching	Coaching rules and configurations
Agent AI Dashboard	Agent Playbook	Checklists and configurations

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