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AurionAI

Backup and restore configuration

4 min readBy Emmanuel Yazbeck

The Backup & Restore page saves part of your organization's settings in a JSON file and loads them back. Use it to keep a copy before a big change, or to copy settings to another organization. It is not a backup of your data.

Availability: all profiles. Administrators only.

Prerequisites

  • You have the Owner or Admin role. Other users see Access Denied.
  • To restore, you need a JSON file that was exported from this page.

What the file contains

The export contains these sections. The section names in the file and on the page are technical names.

Section Content Restored by an import?
agent_settings Voice agent name, greeting and behaviour Yes
auth_policy Caller authentication rules Yes
voice_settings Voice, language and speech settings Yes
recording_settings Call recording settings Yes
escalation_rules Escalation rules Yes
business_hours Business hours Yes
kb_settings Knowledge base and Help Center settings Yes
itsm_provider ITSM provider settings, without credentials Yes
feature_flags Feature flag overrides Yes
llm_configurations AI language model settings, without keys No (the page does not offer it)
phone_numbers Your phone numbers No (the page does not offer it)
cs_kb_settings Helpdesk knowledge base settings No (the page does not offer it)

The file never contains passwords, API keys or provider credentials. When you import provider settings, AurionAI keeps the credentials that are already saved.

The file does not contain:

  • users, roles and teams
  • knowledge base articles, conversations, contacts or other data
  • workflows, AI automation settings, SLA policies, notification settings, channels or security settings

To export your organization's data, read Data export and deletion (privacy).

Export the configuration

  1. In the sidebar, select Configuration.
  2. Open the System category.
  3. Select Backup & Restore.
  4. In the Export Configuration section, select Export JSON.

Backup & Restore page with the export and import sections.

AurionAI downloads a file named itsm-config- followed by the date. Keep it in a safe place: it describes how your organization is set up.

Restore the configuration

  1. In the Import Configuration section, choose the JSON file.
  2. Under Sections to import, clear the sections that you do not want to restore. Sections that are not in the file do not appear.
  3. Select Preview Changes. AurionAI lists the sections that would change. Select Show details to compare the current and the new values.
  4. Select Apply Import.

The preview does not include itsm_provider and feature_flags, but the import applies them when they are selected. An import writes the values in the file over the current values of the selected sections. Settings that are not in the file keep their current values.

Refresh the configuration cache

The Cache Management card shows how long AurionAI caches the configuration. Configuration changes take effect on the next call without service restart. Use "Force Refresh" for immediate cache invalidation on this pod.

Result

  • After Apply Import, the preview closes. AurionAI shows no separate success message. Open the restored pages to check the values.
  • Restored voice settings apply to calls that start after the import.
  • Every export and every import is written to the audit log.

If something goes wrong

  • Invalid configuration export file. The file is not an export from this page, or it was edited. The lines below the message name the fields with problems.
  • A technical message in red under the file field, for example about an unexpected token. The file is not valid JSON. Export a new file.
  • Failed to read import file. The browser could not read the file. Choose the file again.
  • An error appears under the import buttons. A section has values that AurionAI does not accept, for example business hours in a wrong format. AurionAI checks the selected sections first. In rare cases, sections before the failing one are already saved. Open the restored pages to check, then clear the failing section and try again.
  • Nothing downloads after Export JSON. The page shows no error. Reload the page and try again.

Still stuck? Submit a request or .