Docs/Using Plugins/Version Management

Version Management

Every Chat Form has a version history. When you need to change the form — adding questions, removing fields, or adjusting validation — you create a new version instead of overwriting the existing one. This keeps historical submissions intact and linked to the version that collected them.

Why Versions Exist

When users submit a form, the submission stores the version number it was collected under. If you were to modify questions directly, older submissions would no longer match the form that collected them, making it impossible to interpret the data correctly.

Versions solve this by keeping each configuration snapshot immutable once published. Older submissions always reflect the exact form the user answered.

Active Version

At any point, exactly one version per form is active. The active version is the configuration the AI uses when collecting new submissions. All other versions are inactive and no longer accept new submissions.

Creating a New Version

  1. Navigate to Actions → Plugins in the agent sidebar and open your Chat Form plugin.
  2. Go to the Versions tab.
  3. Click Create New Version.
  4. The new version is created as a copy of the current active version, with all questions and settings preserved.
  5. The new version starts as inactive — existing submissions continue using the current active version until you explicitly switch.
  6. Edit the new version as needed.
  7. When ready, click Activate on the new version.

Once a version is activated, it becomes the active version and the previous version is deactivated automatically.

Version Labels

Versions are labeled sequentially: v1, v2, v3, and so on. The label is assigned automatically and cannot be changed. You can add Change Notes to each version to describe what was modified.

Archiving a Version

Inactive versions can be archived to remove them from the default view. Archiving is a soft delete — the version and its associated submissions are retained and can still be accessed through the versions list with the Show Archived filter enabled.

You cannot archive the active version.

Viewing Submissions Across Versions

The submissions list aggregates responses from all versions of the form. Each submission record includes the version number it was captured under, visible in the detail view.

When exporting data, all versions are included in the date range. If you need version-specific data, filter by the version's activation and deactivation dates.

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