If your business uses AI agent templates inside your CRM for conversations or voice interactions, keeping those updates organized matters. This change helps make template edits easier to manage by tying them to version control, so updates are clearer, safer, and easier to review before they go live.

📌 Why This Matters

When AI agent settings can be changed without a clear release process, it becomes harder to know what was updated and when. With version control now applied to AI conversation and voice templates, your business gets better visibility into changes, fewer unexpected edits on live setups, and a more reliable way to manage updates before publishing them.

✨ What’s New

• AI agent template changes now follow version control: Updates to conversation and voice AI templates must be made through the CRM’s versioning process.
• No direct edits on the live version: Live versions are protected, which helps reduce accidental changes to active AI experiences.
• Draft-based update process: To make changes, create a draft from the live version, update the template there, and publish when ready.
• Minor updates for most template edits: Changes like agent details, descriptions, use cases, channels, actions, configurations, template links, or enabling and disabling links are treated as minor version updates.
• Major updates for first-time AI template additions: If your live CRM setup did not already include conversation or voice AI templates, adding them for the first time requires a major version update.

🛠️ How to Use It

1. Step 1: Go to your CRM version management area and find your current live version.
2. Step 2: Clone the live version to create a draft.
3. Step 3: Make your AI conversation or voice template changes inside the draft version.
4. Step 4: Review whether the update is a minor change or a major one, especially if you are adding AI templates for the first time.
5. Step 5: Publish the new version when everything is ready.

💡 Pro Tip

Use draft versions to test AI agent updates before they go live so your team can improve customer conversations without risking missed leads or inconsistent service.