Back Up and Restore Configuration

Before a big change, take a snapshot you can roll back to. A backup captures the whole assistant configuration — behaviour, appearance, forms, hints, translations, keys, and settings — in one JSON file.

When to Back Up

  • Before rewriting the behaviour instructions.
  • Before switching the dataset.
  • Before a major theme or layout change.
  • Before importing someone else's configuration.

Steps to Back Up

  1. Open the assistant's Settings.
  2. Open the Backup and Restore section.
  3. Choose Export to download the configuration file.
  4. Keep the downloaded file somewhere safe — name it with the date so you can tell backups apart.

Steps to Restore

  1. Open the assistant's Settings.
  2. Open the Backup and Restore section.
  3. Choose Import and pick your backup file.
  4. Confirm and apply.

What's Included

A backup contains everything about the assistant's configuration:

  • General settings (title, name, avatar, description, welcome message).
  • Behaviour (system instructions, memory settings).
  • Search settings.
  • Appearance (theme, colors, layout, floating button).
  • Hints (all suggested questions).
  • Translations (all language overrides).
  • Forms (lead-capture form definitions and fields).
  • Keys.

Verify the Result

After restoring, open the playground and check that behaviour, style, forms, and translations came back as expected. Ask a test question to confirm the search settings are right.

Troubleshooting

  • Only restore from files you trust — a backup can overwrite your entire configuration.
  • If a restore fails, confirm the file is a valid assistant configuration backup (a JSON file exported from Seekdown).
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