Agents draft and version

The agent draft and version features let you safely develop and improve your agent without affecting the live version. Work on your agent in a draft with autosave, then publish your changes when you're ready. Use version history to restore a previous state.

Understanding drafts, ready-to-publish versions, and published versions

Glean separates in-progress work from the live agent that end users see. The following states let you update an agent safely:

• Draft: your in-progress working version. Changes are autosaved while you edit.
• Ready to publish: a staged version waiting to be published. This state appears when publishing requires approval for the agent's sharing scope. When a version moves to this state, the builder must enter a short change message that explains what changed.
• Published: the live version that end users currently use.

A draft or ready-to-publish version doesn't change the live experience. End users continue to use the published version until a new version is published.

Version history stores published versions so you can review older versions and restore one as a new draft. Glean retains up to 30 published versions, identified by timestamp and editor metadata.

Working with drafts and publishing

With drafts and version history, you can safely improve an agent without interrupting active users. You can:

• Work in a draft while changes are autosaved
• Publish a version when it is ready to go live
• Request to publish when approval is required and you don't have direct publish permission
• Restore an older published version as a new draft
• Discard a draft you no longer want to keep

If approval is required, requesting to publish moves the agent to Ready to publish and sends it to a moderator for review. The currently published version stays live until the moderator publishes the staged version.

If approval isn't required, users with publish permission can publish the draft directly.

Drafts in the agent library

Agent drafts are saved automatically. Use the Drafts filter to find agents that currently have active drafts. Owners, editors, and moderators can see draft indicators on agents they can edit. View-only users can't see draft indicators.

Edit a draft

1. Use the Drafts filter to find the agent you want to update.
2. Open the draft and continue editing in Agent builder.

note

Changes to agent permissions, sharing settings, and publishing options are not versioned. Only changes to the core agent workflow are versioned.