Exception Routing

Mon, 01 Dec 2025 00:00:00 +0000

Overview

Exception routing is a process configuration setting in Kognitos. It allows agent admins to configure assignment and notification rules for exceptions.

When a process encounters an (a question requiring guidance), these rules ensure that the right person is automatically assigned to handle it and that the appropriate team members are notified.

Configuration

Agent admins can configure exception routing for a given process, including the following settings:


Exception Assignment	Specifies who is automatically assigned to handle exceptions.
Email Notifications	Specifies who receives email alerts when exceptions need guidance.

How to Configure Exception Routing

Follow these steps to configure exception routing for a process:

1. Select a Process

Navigate to Processes and click on the process to be configured.

2. Exception Routing

Click on the menu ⋮ in the top-right and select Exception Routing.

Warning

The process must be in draft mode. If the process is published, click Edit first.

Exception Routing Menu Option

3. Exception Configurations

Configure the following details, which may be updated at any time:

Field	Description
Exception Assignee (Required)	The user(s) to assign to handle exceptions for this process. At least one user is required.
Notify Members (Optional)	The user(s) to notify via email when exceptions need guidance. This is optional and may be left blank.

Note

Only collaborators of the agent can be selected as assignees.

To add additional users, go to Settings → Invite Users → Add Collaborator.

Exception Configurations

4. Save and Publish

Press Save to apply your configuration changes. Then, publish your process to make the changes live.

Examples

1. Basic Assignment

In this example, exceptions go to the process creator with no notification recipients.


Exception Assignee	john.doe@company.com (Process Creator)
Notification Recipients	None

2. Specialized Handler with Team Notifications

Here, exceptions are assigned to the process creator while the team lead and backup get email notifications.


Exception Assignee	jane.smith@company.com (Process Creator)
Notification Recipients	team-lead@company.com, backup-person@company.com

3. On-Call Assignment

Here, the current on-call person is assigned exceptions while the manager stays informed through email notifications.


Exception Assignee	oncall@company.com (current on-call person)
Notification Recipients	manager@company.com

Exporting and Importing Agents

Wed, 01 Oct 2025 00:00:00 +0000

Overview

Kognitos supports the ability to export automation agents from one environment and import them into another. This allows you to move published automation content across agents in a controlled way.

Exporting an Agent

Exporting lets you download a snapshot of an agent’s published state. The export includes only published processes, learnings, and books — draft processes, playgrounds, and configuration credentials are not exported. Anyone with access to the agent can export it.

How to Export an Agent

1. Navigate to Agents

Open the agent menu and select View All.

2. Select an Agent

Check the box next to the agent you want to export.

3. Start Export

Click on Actions, then select Export from the dropdown.

4. Confirm Export

In the confirmation popup, click on Export again. This will download a .json file containing the agent’s current state, which can be later imported into a new or existing agent.

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Importing an Agent

You can import an agent using a .json file generated from the export process. There are two ways to do this — into a new agent or into an existing agent. All imported items are added as drafts. The agent’s published content is not affected unless you review and publish the imported content.

Import into a New Agent: Use this option to create a new agent.
Import into an Existing Agent: This option allows you to update an existing agent and is available only to agent admins.

How to Import an Agent

1. Navigate to Agents

Open the agent menu and select View All.

2. Start Import

Click on Import to start the import.

3. Add Import Details

Upload a .json file of an exported agent.
Choose one of the following options:
1. Select Create New Agent and provide a name for the new agent.
2. Select Import to Existing Agent and select an existing agent from the dropdown menu. Note: This option is only available to agent admins.
Click Next to continue.

4. Review and Confirm

Review the summary of the import and click Import to finish importing.

Note

By default, all items are selected for import. You can uncheck items to exclude them.

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Guide |

Exception Routing

Overview

Configuration

How to Configure Exception Routing

1. Select a Process

2. Exception Routing

3. Exception Configurations

4. Save and Publish

Examples

1. Basic Assignment

2. Specialized Handler with Team Notifications

3. On-Call Assignment

Exporting and Importing Agents

Overview

Exporting an Agent

How to Export an Agent

1. Navigate to Agents

2. Select an Agent

3. Start Export

4. Confirm Export

Importing an Agent

How to Import an Agent

1. Navigate to Agents

2. Start Import

3. Add Import Details

4. Review and Confirm