Staging and live environments

In certain cases, you may need to use two environments for your AI Agent: a staging (development) environment and a live (production) environment. In the staging environment, you will be able to immediately view the changes you make to the AI Agent, whereas the production environment should contain the assistant that your customers will converse with. Check out the following guide, which demonstrates the full procedure of creating the staging and production environments.

New environment

To create the dev environment, follow these steps. This environment is similar to any other environment, but we will set up a rule to route the conversation to a draft version of an AI Agent.

1. Click on your avatar and go to the Profile section.
2. Click on the + button next to the Environments tab on the sidebar.
3. Choose a name for your new environment and decide whether you want Human Chat enabled or not.

Routing rules

After creating your new environment, you need to set up a routing rule to route the conversation to the draft version of the AI Agent. This version reflects the state of your Agent as you see it when editing, without publishing a new version.

1. Go to Deploy → Rules.
2. Click on the dropdown menu in the subnavigation bar and select the environment you just created. In our case, it would be Development.
3. Click on the + Create new rule button.
4. Choose a name for your rule and click on Create.
5. Click on Add action and select Assign AI Agent from the menu.
6. In a production environment, you would select the latest version of the Agent, but in the development environment, you should select the draft version.
7. Activate the rule and save changes.