Export & import
Save an agent as a portable, secret-free template and recreate it as a new agent — in the same workspace or another.
You can export any agent to a .json template and import it later to create a
new agent. This is handy for backups, for cloning a good setup, and for sharing a
configuration with someone else.
Export
On the agent's Settings page, click Export. You get a
.json file containing the agent's:
- Name, persona/instructions, tone, and use case
- Settings (working hours, handoff rules, branding, languages, and so on)
- Installed packs and their configuration
- Pasted manual-text knowledge
Templates are safe to share. Everything sensitive is stripped on export — API keys, channel connections, store bindings, and OAuth tokens are never included. The exporter removes secrets by default, so even custom integrations don't leak.
Import
From Agents → New agent, choose Import from a file and upload the template. FluentChat validates it and creates a new agent in draft status with the persona, settings, pack configuration, and pasted knowledge restored.
After importing
Because credentials and connections aren't part of a template, you'll need to re-connect anything that requires them on the new agent:
- Channels — re-connect WhatsApp, Slack, and so on.
- Stores — re-bind your Shopify / WooCommerce connection.
- Actions that use keys — re-enter API keys for booking, payments, CRM, and custom tools.
The import screen calls out what needs re-pairing so nothing is missed.