Pathway Versioning

Pathway Versioning allows workspaces to maintain multiple versions of a pathway, enabling safe development, testing, and publishing workflows without impacting the live production pathway.

Overview

With pathway versioning, users can:

  • Create new versions of a pathway for development and testing.

  • Test changes in non-production environments using the Start Call button.

  • Promote a tested version to production once confirmed.

This ensures that production pathways remain stable while allowing experimentation and iteration.

Permissions

Pathway versioning actions are controlled by the following permissions:

  • Pathway Publish Access – Allows a user to publish new versions of a pathway.

  • Settings Full Access – Allows a user to create new versions of a pathway, but does not allow publishing unless the user also has Pathway Publish Access.

Default Access

By default, the following roles have these permissions:

  • Owner – Settings Full Access + Pathway Publish Access

  • Admin – Settings Full Access + Pathway Publish Access

Other roles can be granted these permissions as needed.

Note: Users with only Settings Full Access can create versions of pathways but cannot publish them without Pathway Publish Access.

Key Rules

  1. Production Pathway Enforcement

    • All non-test calls go to the production pathway (VOIP calls, widget calls, text calls, WhatsApp calls, etc.).

    • Only calls started via the Start Call button in the top right can use non-production pathways.

  2. Immutable Production Pathway

    • The current production pathway cannot be edited directly.

    • Past production pathways also cannot be edited directly to ensure safe fallback.

    • To make changes, create a new version, edit it, and publish it to production.

  3. Single Production Pathway per Workspace

    • Each workspace only have one production pathway at a time.

    • The current production pathway is highlighted in the pathway selection dropdown, and shown in the General configuration section.

Enabling Pathway Versioning

  1. Navigate to Agent Configuration → General.

  2. Toggle Enable Pathway Versioning. (Default: OFF)

  3. When enabled:

    • The current pathway is promoted to production.

    • A list of available pathway versions is displayed. Selecting a version in this dropdown will publish it to production.

    • The Publish Pathway action is available also in the Pathway tab.

Before

After

Managing Pathway Versions

  • Creating a New Version

    • Users can create a new pathway version from the currently selected pathway.

    • A version name must be provided.

    • Each pathway under the workspace must have a unique version name.

  • Editing & Publishing

    • Previously published pathways cannot be edited but can be copied to create a new version or published again.

    • Publishing a pathway automatically demotes all other pathways to ensure exactly one production pathway at all times.

  • Switching Between Versions

    Using the dropdown menu which appears next to the "Start Call" button in the header, users can:

    • View the currently selected pathway version.

    • Switch between available versions for modification.

    • Select which version should be used when starting a test call.

Disabling Pathway Versioning

Users can disable pathway versioning at any time from Agent Configuration → General.

When versioning is turned off:

  • The current production pathway becomes the active pathway.

  • This pathway is now fully editable.

  • All other pathway versions are retained but hidden.

  • Hidden versions will become visible again if pathway versioning is re-enabled.

Note: Disabling versioning does not delete any existing pathway versions—it only hides them from the UI.

Testing Pathways

  • Non-production versions can be tested by starting a call from the Start Call button in the header.

  • The currently selected pathway version will be used for test calls.

Benefits

  • Safe development of new pathways without affecting production.

  • Easy testing workflow for QA and agents.

  • Clear version control and promotion to production.

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