Organization
The top-level entity representing your company. An organization contains multiple accounts and provides the overarching identity for all agents within it.Account
A workspace for a team or project. Each account lives within an organization and houses multiple agents. Accounts allow teams to manage their own set of agents independently.Agent
An individual conversational AI with its own configuration, settings, entities, and tools. Each agent operates within an account and represents a specific use case or domain.Agent Versions
Every agent has multiple versions that track changes to its configuration over time. Versions enable safe iteration, testing, and deployment of agent behavior. Version States:- Draft — Editable working version. You can modify configuration, test changes, and iterate freely. Not live.
- Published — Locked snapshot. Once published, a version becomes immutable and can be activated for production use.
- Active — The live version users interact with. Only one version can be active at a time.
- Archived — Preserved but inactive. Archived versions remain in history but are not available for activation.
- Create a draft version and edit agent configuration
- Publish the draft when ready (locks it permanently)
- Activate the published version to make it live
- Archive old versions to clean up while preserving history
Version Pinning
When creating conversation threads or sending messages, you can pin to specific versions:- By version ID — Pin to a specific draft or published version
- By version tag — Use semantic labels like
v8.14to reference revisions - Default behavior — If no version is specified, the agent’s active version is used
Agent configuration (entities, parameters, rules, tools, integrations) is versioned. When you edit an agent, you’re editing a specific version. Changes to a draft don’t affect the active version until you publish and activate.
