Overview
The migration process involves two main steps:- Export: Retrieve the Assistant configuration from the source workspace using the assistant Get API
- Import: Create a new Assistant in the target workspace using the assistant Create API
Prerequisites
Before you begin, ensure you have:Two API keys with AGENT_API scope:- One API key for the source workspace (where the Assistant currently exists)
- One API key for the target workspace (where you want to migrate the Assistant)
- Access to the Assistant: Your source workspace API key must have access to the assistant you want to migrate
- Matching resources in target workspace (if applicable):
- If the target workspace does not have access to the same model, set
modelin the script to an available deployment name before migration - If the Assistant uses custom actions, those integrations must be enabled in the target workspace
- Attachments need to be re-uploaded separately (they are not transferred automatically)
- If the target workspace does not have access to the same model, set
Step 1: Export the Assistant from Source Workspace
Use the Assistant Get API to retrieve the settings available for your assistant:Understanding the Response
The Get API returns the following Assistant settings:name,description,instruction- The Assistant’s identity and system promptemojiIcon- The emoji icon displayed for the Assistantmodel- Identifier of the model being usedtemperature- Creativity setting (0-1)conversationStarters- Suggested prompts for usersinputType- The configured input typeinputFields- Display properties for form fields. The response does not include theslug,options,fileTypes, oremailDomainvalues required to recreate themwebSearchEnabled,imageGenerationEnabled,canvasEnabled- Capability flagsextendedThinking- Whether extended thinking is enabledactions- Custom integration actionsattachments- UUIDs of attached filesknowledgeFolderIds- UUIDs of connected Folders
canvasEnabled is read-only in these endpoints and is not transferred by this migration.
Step 2: Transform the Configuration
The Get API response uses slightly different field names than the Create API expects. You need to map the fields:Field Mapping Reference
Step 3: Create the Assistant in Target Workspace
Use the Assistant Create API to create the assistant in the target workspace:Complete Migration Script
Here’s a complete script that combines all steps:Handling Special Cases
Form Fields
The Get API response does not include theslug, options, fileTypes, or emailDomain values required by the Create API. Recreate form fields manually in the target workspace.
Actions (Custom Integrations)
Actions reference integrations that must be enabled in the target workspace. Action UUIDs are specific to each workspace’s integration setup.Attachments
Attachment UUIDs reference files stored in the source workspace. These files are not automatically transferred. To migrate attachments:- Download the files from the source workspace
- Re-upload them to the target workspace using the Upload Attachment API
- Update the Assistant with the new attachment UUIDs
OAuth Connections
Migrating Multiple Assistants
To migrate multiple Assistants, simply loop through a list of assistant IDs:Post-Migration Checklist
After migrating an Assistant, verify the following in the target workspace:- Assistant appears in the assistants list with correct name and emoji
- Description and instructions are correctly transferred
- Conversation starters are present
- Capabilities (web search, image generation, etc.) are correctly enabled
- Input fields are properly configured (for STRUCTURED input type)
- Manually configure any OAuth connections through the UI
- Re-upload and attach any necessary files
- Configure custom actions/integrations if needed
- Test the Assistant by sending a message
Limitations
Keep these limitations in mind when planning your migration:
- Attachments are not transferred - Files must be re-uploaded to the target workspace
- Actions may need reconfiguration - Integration action UUIDs are workspace-specific
- OAuth connections require manual setup - Cannot be configured via API
- Model access must match - The Create API rejects a model that is not available in the target workspace. Set an available deployment name before migration
- Conversation history is not migrated - Only the Assistant configuration is transferred
Migrating to Agents API
The new Agents API offers improved compatibility with modern AI SDKs. The migration process is similar with updated parameter names. See the equivalent guide in the Agents API:- Agent Migration Guide - Uses
agentIdinstead ofassistantId
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