AI Agent Versioning in BoldDesk AI 2.0
AI agent versioning is essential for maintaining accuracy, reliability, and control when managing automated support workflows from development to finalization. Versioning establishes a clear lifecycle; Draft → Publish → Deploy, serving as an effective system for managing AI agent versions. This process enables teams to safely and methodically improve, test, and implement updates.
Why Versioning Matters
| Benefit | Description |
|---|---|
| Quality Control | Guarantees accurate responses and prevents unintended behaviours from being released. |
| Rollback Capability | Allows teams to revert to a previously published version by redeploying it if problems occur. |
| Safe Experimentation | Draft mode and pre-deployment testing let teams refine features without affecting live services. |
AI Agent name, description, widget settings and profile image are shared across all versions.
Understanding AI Agent Versioning in BoldDesk
BoldDesk uses a lifecycle approach to manage AI agents, helping teams control updates:
- Draft Versions – editable, non-public versions of the agent
- Previously Published Versions – versions that were published earlier
- Currently Published Versions – finalised versions ready for deployment
Draft Versions
Draft mode is the workspace for refining an agent before it is exposed to users. In this state, teams can:
- Change agent details (name, description, tone, content)
- Update library data, AI Agent models and instructions
- Edit or add AI tools (API/MCP-based automations)
- Simulate conversations with the Test Agent tool (Playground).
All draft versions follow a minor versioning format, such as v1.1, v2.2, v3.2.
Previously Published Versions
This category includes all versions that were published previously but have since been superseded by newer versions. They use the major versioning format, for example: v1.0, v2.0, v3.0.
These versions cannot be published again, but they can be cloned to create new published versions.
Currently Published Versions
These are the active AI agent versions currently deployed to support various channels or prepared for deployment. They also follow the major versioning format, such as v1.0, v2.0, v3.0.
How to Add a New AI Agent Version
A new AI Agent version can be created from draft, previously published, or currently published versions. Follow these steps to create a new AI agent version:
- Navigate to AI Center > AI Agents
- Click on the more options icon on the AI Agent you wish to modify. You can also search the AI agent using the search option. Apply brand filters to narrow down to a specific brand.
- Select the edit option from where you will be redirected to the AI Agent configuration page.
- From the AI Agent configuration page, click on the version icon next to publish.
- Click on Add Version. The new version will be created from the highlighted version. All versions are displayed here, including the name of the agent who last updated them and the respective modification time.
- Click on Create in the popup window.
- A new draft version of the AI agent will then be created. You can perform the required changes and publish.
Restoring AI Agent 2.0 Version
This refers to reverting an AI Agent back to an earlier version of its configuration. To restore the AI Agent, click the previous version and click on confirm.
Frequently Asked Questions
-
Which AI agent properties are shared across all versions?
AI Agent name, description, widget settings, and profile image are shared across all versions. -
What can be edited in a Draft version?
Draft versions support editing agent behavior and assets, including agent details, libraries, AI Agent models, instructions, and AI tools (API/MCP-based). Draft versions can also be tested using Test Agent (Playground). -
How are Draft versions numbered?
Draft versions use a minor version format, such asv1.1,v2.2, orv3.2. -
How are published versions numbered?
Published versions use a major version format, such asv1.0,v2.0, orv3.0. -
Can a previously published version be published again?
Yes. A previously published version can be published again. It can also be cloned to create a new published version. -
How do I create a new version from an existing one?
In the AI Agent creation page, use the Version icon next to Publish, select the highlighted version you want as the base, then choose Add Version and click Create. -
How do I test changes before publishing?
Use Test Agent (Playground) while working in a Draft version. -
How does rollback work with versioning?
Rollback is performed by redeploying a previously published version if a newer version causes problems.
