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Export Assistant

The Export Assistant feature in Max allows users to download the complete definition of an assistant, enabling it to be transferred between different environments such as development, staging, and production. This feature simplifies the migration of assistants across environments while maintaining consistency.

When a user exports an assistant, they are initially presented with a message detailing all the dependencies the assistant has, such as Connections and Datasets. This ensures that users are aware of any additional elements required for the assistant to function properly in the new environment. All Datasets dependencies are automatically exported with the Assistant.

Once exported, users can take advantage of the Import feature to pull the assistant's configuration into another environment. This functionality is essential for maintaining continuity and avoiding manual reconfiguration during the deployment process.

The Export Assistant feature can be found in the top-right menu of the Assistants screen, providing easy access for users managing multiple environments.

When exporting an assistant the user has an option to Include all file resources with this export?. This will export all resource files that are associated to either the skill or assistant.

Common Use Cases

  1. Testing in Staging: Before deploying a new or updated assistant to production, teams can export it from development and import it into staging for further testing in a controlled environment.
  2. Backup and Version Control: Users can export assistants as backups or for version control purposes, allowing them to restore previous versions or replicate assistants when necessary.
  3. Sharing Between Teams: Teams working in separate environments can easily share assistant configurations by exporting and importing them, ensuring smooth collaboration without having to manually recreate assistants.

This feature ensures that assistants can be smoothly transitioned between environments while maintaining their dependencies, making it easier for teams to manage their assistants across development cycles.