Switching Workplace Instances

How to switch instances on Workplace

Tom Gibby avatar
Written by Tom Gibby
Updated over a week ago

You have created a bot on your company's test Workplace instance, and it's time to launch it on your main instance.  You can switch Workplace instance from The Bot Platform. 

How it works

1) Make sure you are logged into the right Workplace instance

First, you must make sure that you are logged into the Workplace instance to which you want to move your bot. Log in to the platform, and select the bot you want to switch. You can find  'Switch Workplace Instance' under 'Extras':

Please note that you should ONLY switch instance if you are trying to move your bot from one Workplace instance to another. If you switch to the same instance, you will end up with multiple instances of the same bot with only the latest working. 

It is also important to note that when you switch instance, you will lose all users and their data from your bot.

2) Confirm you want to switch instances

You will have to confirm that you are happy to switch instances by typing in "Switch":

The click the "Switch" button to proceed.

3) Select permissions for your switched bot

Select the permissions you want the bot to have on the new instance:

Then click "Next",

4) Select the Workplace instance your want to switch to

You will then be taken to Workplace. Choose the Workplace instance you want to switch to. This will show up as a little pop up on Workplace, with your Workplace profile name and Workplace instance name.

5) Brand your bot and update group based permissions

Don't forget to customise your logo and description at this point as well as locking the bot down to specific groups if you want:

Hit 'Add to Workplace' and after a few seconds, you should be redirected back to The Bot Platform.

Things to consider

If you had any sections of the bot that were linked to your old Workplace instance, for example 'post to group' or 'send message to user', you'll need to re-configure these with groups and users who exist on your new instance.

Once you've done this, give your bot a test!

Reach out to the team on Intercom if you have any problems.

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