Skip to main content

Command Palette

Search for a command to run...

How to Export and Import Flows in ZazzyAgent

Updated
View as Markdown

A ZazzyAgent flow can represent a significant amount of work.

You may have spent hours creating:

  • Messages

  • Buttons

  • Conditions

  • User Input

  • Labels

  • Sequences

  • API connections

  • Branches

  • Actions

You may therefore want to save a copy outside the platform.

ZazzyAgent provides flow Export and Import functionality for this purpose.

The current flow-management interface supports exporting flows as JSON and importing them back into a bot.

Why export a flow?

Export can be useful for:

  • Backup

  • Reuse

  • Migration

  • Testing

  • Version control

  • Moving a workflow between environments

What is exported?

The flow is exported as a JSON file.

JSON is a structured format that represents the flow configuration.

Export a flow

Open the flow-management area.

Find the flow you want to export.

Open its action menu.

Choose:

Export

The current flow-management interface provides an export action for flows.

Save the JSON file

Save the exported file somewhere secure.

Use a useful filename.

For example:

lead-qualification-v1.json

rather than:

flow.json

Why use version names?

If you later make changes, you can keep:

lead-qualification-v1.json
lead-qualification-v2.json
lead-qualification-v3.json

This creates a simple history of your automation.

Import a flow

To import a flow into a bot:

Open the flow-management options.

Choose the Flow Import option.

Upload the JSON file.

The current platform's flow-management workflow provides Flow Import for previously exported JSON files.

Import into a test bot first

When possible, import into a test environment before using it in production.

This allows you to check whether:

  • Flow structure is intact.

  • Actions still point to the right resources.

  • Templates are correct.

  • External connections are correct.

  • URLs are correct.

Important: imported flow doesn't mean every external dependency is ready

A flow may refer to resources outside the JSON structure.

For example:

  • WhatsApp templates

  • API credentials

  • External URLs

  • Connected accounts

  • Labels

  • Sequences

  • Custom fields

After import, inspect those dependencies.

Check templates

If the flow uses a specific WhatsApp template, verify that the destination bot has the appropriate template available.

You may need to remap or reconfigure channel-specific resources.

Check custom fields

Make sure the imported logic points to the correct fields.

For example:

Budget

should still point to the intended custom field.

Check labels

Verify that labels used by the flow exist and represent the intended customer classification.

Check sequences

Verify that sequence actions point to the correct sequence.

You don't want an imported flow to start the wrong follow-up campaign.

Check API integrations

This is particularly important.

If the flow contains an API integration, don't assume the same API configuration exists in the target bot/account.

Check:

  • Endpoint

  • Authentication

  • Parameters

  • Response mapping

Check URLs

Open all important external links.

For example:

  • Booking page

  • Website

  • Product page

  • Payment page

Make sure they still point to the intended destinations.

Use export as a backup

Before making major changes to a production flow, exporting a copy can provide a recovery point.

For example:

Production Flow
      ↓
Export
      ↓
production-before-edit.json
      ↓
Make changes

If something goes wrong, you have a saved copy of the previous configuration.

Export before major redesigns

Good times to export include:

  • Before changing triggers

  • Before replacing large branches

  • Before modifying API logic

  • Before redesigning a lead workflow

  • Before major template changes

Import for testing

Suppose you want to experiment with:

Version 2 of your booking flow.

You can export the existing version and create a test copy.

Then make the changes in the test version.

Export vs Duplicate

Duplicate

Creates a copy inside ZazzyAgent.

Export

Creates an external JSON file.

Use Duplicate for quick in-platform reuse.

Use Export when you want a portable backup or file-based version.

Export vs Copy to Other Bot

Copy to Other Bot

Moves/copies a flow directly between connected bots.

Export

Creates a JSON file that can later be imported.

The current flow-management interface supports all three operations separately: duplicate, copy and export/import.

Keep exported files organized

For a larger automation library, use folders such as:

ZazzyAgent Flows/
   Sales/
   Support/
   Booking/
   Lead Generation/
   Archive/

Then keep versioned exports.

Don't blindly import production flows

A flow can contain powerful actions.

Before activating an imported flow, check:

  • Who receives leads?

  • Which sequence starts?

  • Which API is called?

  • Which template is sent?

  • Which labels are added?

  • Which URL is opened?

Test after importing

The import is not the end.

Run a complete test.

Import
  ↓
Review
  ↓
Save
  ↓
Test Trigger
  ↓
Test Every Branch
  ↓
Check Actions
  ↓
Activate

Common problems

Import fails

Check that the JSON file is valid and was exported from a compatible flow configuration.

Flow imports but behaves differently

Review external dependencies and channel-specific configuration.

Buttons point somewhere unexpected

Check the duplicated/imported connections.

API stops working

Review the API configuration and credentials.

Labels or sequences don't behave correctly

Check whether the destination bot has the required resources and whether the imported references are still correct.

Use exports as version history

For serious automation projects, a simple naming system can help:

booking-v1.json
booking-v2-after-api.json
booking-v3-production.json

You now have a record of your automation versions outside the dashboard.

The main idea

Duplicate when you want another copy inside ZazzyAgent.

Copy to Other Bot when you want to reuse a flow across another connected bot.

Export when you want a portable JSON copy.

Import when you want to bring that JSON flow back into a bot.

These tools make larger automation projects much easier to manage.