Migrating from v1 agents to v2

Step 1: Open the AI Agents & Bots listing page

Navigate to the unified agents/bots list to begin creating the new agent.

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Step 2: Start creating a new Chat AI Agent

Click the agent-creation control and choose the agent type.

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Step 3: Choose industry, use case, and name the agent

This step spans three wizard screens.

3a — Industry selection:

3b — Use case selection (choose "Build from scratch"):

3c — Agent name and medium:

Note: The wizard auto-fills a suggested agent name (e.g. "Education - Build from scratch") based on your industry + use-case choices; rename it as needed. Medium defaults to WhatsApp.

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Step 4 & 5: Open the v1 bot and locate Role, Goal, and Instructions

Open the v1 bot directly at its flow URL and review its Home tab, where Role, Goal, and Instructions are all visible together.

Note: In v1, Role/Goal/Instructions live together on the Home tab rather than separate tabs.

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Step 6: Paste Role/Goal/Instructions into the new agent, save, and test

Paste the copied content into the new v2 agent's Instructions tab and verify behavior using the built-in Live Testing panel.

Note: The v2 agent has a live "Live testing" chat panel built directly into the Instructions tab, useful for immediately validating the migrated Role/Goal/Instructions (this also covers the final Step 12 verification).

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Step 7: Review the v1 bot's custom actions

Open the v1 bot's Actions tab to see which actions need to be recreated.

Note: v1's "My Actions" includes assign_to_bot, assign_to_team, assign_to_user, booking_details, and get_details, alongside System Actions assign_to and get_current_date_time.

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Step 8: Recreate the custom actions in the new v2 agent

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Step 9: Identify files to migrate from the v1 bot

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Step 10: Create/link a Knowledge Base in the new agent

Note: v2 uses a dedicated Knowledge Base object (up to 3 can be attached per agent) rather than a flat file list. The "Dubai Housekeeping Knowledge Base" was created and linked here.

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Step 11: Configure Settings (AI Model)

Note: Under "AI Model & Document Intelligence": AI Provider is locked to v2, AI Model is set to gpt-4o, and LLM Temperature is 0.10.