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The two modes

Every bot has two versions that coexist independently:

Draft

Your workspace. You can make any changes you want — modify instructions, add tools, adjust the voice — without affecting conversations already in progress.

Production

The bot’s active version. It’s the one that talks to people in live campaigns. Changes only reach it when you publish them.

How to switch between modes

At the top right of the bot editor you’ll find a dropdown with the Draft and Production options. You can switch between the two to see how each version is configured. Mode dropdown with Draft and Production options
Every change you make in the editor modifies the active mode. Make sure you’re in Draft before experimenting.

The floating toolbar

When you’re in Draft Mode, a fixed toolbar with three actions appears on the right edge of the editor. It follows you no matter which tab you’re on (Agents, Voice, Tools, etc.): Floating toolbar with Open conversation, Deploy, and Reset from production
  • Open conversation — test the bot in real time. See Test your bot.
  • Deploy — publishes the current Draft to Production.
  • Reset from production — discards the changes in Draft and replaces them with the current Production content.
In Production Mode you only see the Open conversation button — Deploy and Reset don’t make sense if you’re already looking at the live version.

Publishing to Production

When your changes in Draft are ready, use the toolbar’s Deploy 🚀 button to publish them to Production. Tooltip of the Deploy button: deploy the current draft version to the production bot
This affects ongoing conversations. If the bot is being used in an active campaign, the deploy updates the bot’s behavior in real time — including calls already in progress. Publish during low-activity periods whenever possible.

Reset from production

If you start working in Draft and Production changes in the meantime (because someone else published something), your Draft can end up outdated or accidentally overwrite those changes. To avoid that, use Reset from production ↩️: it discards everything you had in Draft and replaces it with the current Production content, so you start editing from an up-to-date base. Tooltip of the Reset from production button
This action is irreversible. You lose any unpublished changes in Draft. Use it before you start editing, not in the middle of work you haven’t published yet.

1

Always work in Draft

Check that the dropdown says Draft before editing. If you suspect Production changed since last time, use Reset from production before you start.
2

Test your changes

Use Open conversation in the floating toolbar to test the updated behavior.
3

Publish when you're confident

Once the bot behaves the way you want, click Deploy to publish to Production.