<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Tutorial |</title><link>https://katchonka-portfolio.netlify.app/tags/tutorial/</link><atom:link href="https://katchonka-portfolio.netlify.app/tags/tutorial/index.xml" rel="self" type="application/rss+xml"/><description>Tutorial</description><generator>HugoBlox Kit (https://hugoblox.com)</generator><language>en-us</language><lastBuildDate>Wed, 01 Oct 2025 00:00:00 +0000</lastBuildDate><image><url>https://katchonka-portfolio.netlify.app/media/icon_hu_afbf4a02698e8403.png</url><title>Tutorial</title><link>https://katchonka-portfolio.netlify.app/tags/tutorial/</link></image><item><title>Exporting and Importing Agents</title><link>https://katchonka-portfolio.netlify.app/portfolio/exporting-and-importing-agents/</link><pubDate>Wed, 01 Oct 2025 00:00:00 +0000</pubDate><guid>https://katchonka-portfolio.netlify.app/portfolio/exporting-and-importing-agents/</guid><description>&lt;h2 id="overview"&gt;Overview&lt;/h2&gt;
&lt;p&gt;Kognitos supports the ability to &lt;strong&gt;export&lt;/strong&gt; automation agents from one environment and &lt;strong&gt;import&lt;/strong&gt; them into another. This allows you to move published automation content across agents in a controlled way.&lt;/p&gt;
&lt;p&gt;
&lt;figure &gt;
&lt;div class="flex justify-center "&gt;
&lt;div class="w-full" &gt;
&lt;img alt="Exporting &amp;amp; Importing Agents"
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width="760"
height="424"
loading="lazy" data-zoomable /&gt;&lt;/div&gt;
&lt;/div&gt;&lt;/figure&gt;
&lt;/p&gt;
&lt;h2 id="exporting-an-agent"&gt;Exporting an Agent&lt;/h2&gt;
&lt;p&gt;Exporting lets you download a snapshot of an agent’s &lt;strong&gt;published state&lt;/strong&gt;. The export includes only published processes, learnings, and books — draft processes, playgrounds, and configuration credentials are &lt;em&gt;not&lt;/em&gt; exported. Anyone with access to the agent can export it.&lt;/p&gt;
&lt;h3 id="how-to-export-an-agent"&gt;How to Export an Agent&lt;/h3&gt;
&lt;h4 id="1-navigate-to-agents"&gt;1. Navigate to Agents&lt;/h4&gt;
&lt;p&gt;Open the agent menu and select &lt;kbd&gt;View All&lt;/kbd&gt;.&lt;/p&gt;
&lt;h4 id="2-select-an-agent"&gt;2. Select an Agent&lt;/h4&gt;
&lt;p&gt;Check the box next to the agent you want to export.&lt;/p&gt;
&lt;h4 id="3-start-export"&gt;3. Start Export&lt;/h4&gt;
&lt;p&gt;Click on &lt;kbd&gt;Actions&lt;/kbd&gt;, then select &lt;kbd&gt;Export&lt;/kbd&gt; from the dropdown.&lt;/p&gt;
&lt;h4 id="4-confirm-export"&gt;4. Confirm Export&lt;/h4&gt;
&lt;p&gt;In the confirmation popup, click on &lt;strong&gt;Export&lt;/strong&gt; again. This will download a &lt;strong&gt;.json&lt;/strong&gt; file containing the agent&amp;rsquo;s current state, which can be later imported into a new or existing agent.&lt;/p&gt;
&lt;p&gt;➡️
&lt;/p&gt;
&lt;h2 id="importing-an-agent"&gt;Importing an Agent&lt;/h2&gt;
&lt;p&gt;You can import an agent using a &lt;strong&gt;.json&lt;/strong&gt; file generated from the export process. There are two ways to do this — into a &lt;strong&gt;new agent&lt;/strong&gt; or &lt;strong&gt;into an existing agent&lt;/strong&gt;. All imported items are added as &lt;strong&gt;drafts&lt;/strong&gt;. The agent&amp;rsquo;s published content is &lt;em&gt;not&lt;/em&gt; affected unless you review and publish the imported content.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Import into a New Agent&lt;/strong&gt;: Use this option to create a &lt;strong&gt;new agent&lt;/strong&gt;.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Import into an Existing Agent&lt;/strong&gt;: This option allows you to update an &lt;strong&gt;existing agent&lt;/strong&gt; and is available only to agent &lt;strong&gt;admins&lt;/strong&gt;.&lt;/p&gt;
&lt;/li&gt;
&lt;/ul&gt;
&lt;h3 id="how-to-import-an-agent"&gt;How to Import an Agent&lt;/h3&gt;
&lt;h4 id="1-navigate-to-agents-1"&gt;1. Navigate to Agents&lt;/h4&gt;
&lt;p&gt;Open the agent menu and select &lt;kbd&gt;View All&lt;/kbd&gt;.&lt;/p&gt;
&lt;h4 id="2-start-import"&gt;2. Start Import&lt;/h4&gt;
&lt;p&gt;Click on &lt;kbd&gt;Import&lt;/kbd&gt; to start the import.&lt;/p&gt;
&lt;h4 id="3-add-import-details"&gt;3. Add Import Details&lt;/h4&gt;
&lt;ol&gt;
&lt;li&gt;Upload a &lt;strong&gt;.json&lt;/strong&gt; file of an exported agent.&lt;/li&gt;
&lt;li&gt;Choose &lt;em&gt;one&lt;/em&gt; of the following options:
&lt;ol&gt;
&lt;li&gt;Select &lt;strong&gt;Create New Agent&lt;/strong&gt; and provide a name for the new agent.&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Import to Existing Agent&lt;/strong&gt; and select an existing agent from the dropdown menu. &lt;em&gt;Note: This option is only available to agent admins.&lt;/em&gt;&lt;/li&gt;
&lt;/ol&gt;
&lt;/li&gt;
&lt;li&gt;Click &lt;kbd&gt;Next&lt;/kbd&gt; to continue.&lt;/li&gt;
&lt;/ol&gt;
&lt;h4 id="4-review-and-confirm"&gt;4. Review and Confirm&lt;/h4&gt;
&lt;p&gt;Review the summary of the import and click &lt;kbd&gt;Import&lt;/kbd&gt; to finish importing.&lt;/p&gt;
&lt;div class="callout flex px-4 py-3 mb-6 rounded-md border-l-4 bg-blue-100 dark:bg-blue-900 border-blue-500"
data-callout="note"
data-callout-metadata=""&gt;
&lt;span class="callout-icon pr-3 pt-1 text-blue-600 dark:text-blue-300"&gt;
&lt;svg height="24" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"&gt;&lt;path fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" d="m16.862 4.487l1.687-1.688a1.875 1.875 0 1 1 2.652 2.652L6.832 19.82a4.5 4.5 0 0 1-1.897 1.13l-2.685.8l.8-2.685a4.5 4.5 0 0 1 1.13-1.897zm0 0L19.5 7.125"/&gt;&lt;/svg&gt;
&lt;/span&gt;
&lt;div class="callout-content dark:text-neutral-300"&gt;
&lt;div class="callout-title font-semibold mb-1"&gt;Note&lt;/div&gt;
&lt;div class="callout-body"&gt;By default, all items are selected for import. You can uncheck items to exclude them.&lt;/div&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;p&gt;➡️
&lt;/p&gt;</description></item></channel></rss>