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Versioning

Versioning lets you ship confidently, recover quickly, and keep production stable while iterating fast.


Why versioning matters

Without version discipline, teams risk:

  • accidental production regressions,
  • unclear rollback paths,
  • poor auditability across changes.

Versioning solves this with explicit release checkpoints.


Core actions

ActionWhat it doesProduction impact
SaveStores current draft as a named checkpointNo live impact
DeployPromotes a version to live trafficImmediate live impact
LoadRestores a previous version into draftNo impact until deploy

Versioning menu


Draft vs deployed

  • Draft: where you edit and test
  • Deployed: what users actually experience

This separation is central to safe release management.


  1. Implement configuration changes
  2. Test full Agent and critical Subagents
  3. Save named version
  4. Deploy selected version
  5. Monitor conversations/feedback/worklist
  6. Roll back if quality drops

Naming strategy

Use predictable, searchable version names.

Examples:

  • v1.2.0-support-routing
  • v1.2.1-hotfix-fallback
  • v1.3.0-sharepoint-sync

Guidelines:

  • include intent,
  • avoid ambiguous names like latest-update,
  • keep format consistent across team.

Rollback runbook

If incident occurs:

  1. Identify last known-good version
  2. Load it
  3. Deploy it
  4. Confirm runtime behavior in Interact
  5. Capture incident notes before reattempting fix

Team operating model

For multi-person teams:

  • define who can deploy,
  • require version naming conventions,
  • review major guardrail/tool changes before deploy,
  • track deployment rationale in release notes.

Common mistakes

  • Deploying unsafely without targeted preview tests
  • Reusing vague version names
  • Editing rapidly without intermediate saves
  • Skipping rollback drills