Backup and restoration

How to create a project backup and restore a project.

• How to clone a project

• How to clone a flow within a project

• How to restore a flow from a backup file

Why backups are essential

It's easy to underestimate the importance of backups—until you need to restore from one. Since backups are free and unlimited, there's no reason not to use them regularly. If your bot contains complex logic that took significant time to build, maintaining regular backups is crucial for protecting your work.

How to duplicate a project

How backup (duplication) works:

When a new project is created, it includes a complete copy of the bot's structure and settings. This includes:

• The bot's flow.

• All quick replies and text responses.

• CRM configuration and settings.

Please note: The actual CRM data (e.g., client records, deal information) is not copied to the new project.

What is copied:

The new project includes a copy of all project settings.

What is not copied:

The following data is not transferred to the new project:

• Client and lead data

• Integrations (e.g., AmoCRM, Bitrix24)

• Mini-landing pages

This makes the feature ideal for selling pre-built bot templates. You can copy the project and provide it to a buyer, who can then safely connect their own accounts and data without accessing your confidential information.

Backup can be done in two ways.

1. Simply click the "Duplicate" button on the "Projects" tab.

1. Create a new project and go to the "Backup" section:

Next, select the project from which you want to restore the data.

Here, you can also download the bot flow (it will be saved as a .json file) and restore a copy from the selected project.

When restoring, the entire project flow will be deleted and replaced with the one copied from the selected project.

How to clone (copy) a flow within a project

To copy a flow, go to the "Backup - Project restoration" tab and select "Copy workflow."

Your flow will remain unchanged, and the flow from the selected project will be added alongside it.

How to restore a flow from a backup file

To restore a flow, you can use a previously saved .json backup file. Navigate to the "Restore from file" tab in your project and upload the file. This also works for importing a bot flow that was saved from a different project.

Important: This action will restore the flow to the exact state of the backup. This includes any blocks, connections, and their settings that may have been deleted in the current version.