To ensure Fin AI Agent provides the most accurate information, it’s important to understand the publishing lifecycle. Every change you make to a procedure goes through specific stages before it impacts your customers.
Understanding the publishing lifecycle
There are three stages a change moves through before it affects Fin:
Unsaved changes: You have edited the procedure but haven't saved it yet. These exist only in your browser and will be lost if you navigate away.
Draft: You’ve clicked Save. Your changes are stored, but Fin is not using them yet.
Live: You’ve clicked Set live. This version is now active and used by Fin in real customer conversations.
Note: Only the live version is used by Fin. Unsaved changes and drafts have no effect on how Fin responds to customers.
Procedure states
A procedure will always be in one of the following states:
State | What it means |
Draft | The procedure has never been published. Fin will not use it. |
Live | The procedure is published and actively used by Fin. |
Live with draft | The procedure is live, but you have saved changes that haven't been published yet. Fin continues using the live version. |
Paused | The procedure was previously live but has been paused. Fin will not use it until it is set live again. |
Paused with draft | The procedure is paused and you have saved changes that haven't been published yet. |
If you have saved a draft you no longer want, click Discard changes. This reverts the editor to the current live version and removes your draft without affecting what customers see.
Using version history
Every time you set a procedure live, that version is saved in the Version history side panel. This provides a record of all changes that have impacted Fin.
The side panel displays:
All previously live versions.
The current live version.
The active draft (if one exists).
To view a specific version, click it in the side panel to open a read-only view. Click Back to editing to return to the editor.
Important: Historical drafts are not shown in version history, only versions that have been set live are recorded.
Rolling back to a previous version
If you need to revert a change, you can restore any previously live version as a new draft:
Open the procedure.
Click Version history from the top navigation bar.
Click the ... (ellipsis) beside the version you want to restore.
Click Restore this version.
Red Important: Restoring a version will override your existing draft. Ensure you do not need your current draft before restoring.
Adding version notes
To keep your teammates aligned, you can document what changed during each publish:
To add a note: When clicking Set changes live, enter a summary (50 to 500 characters) in the "What changed?" field and confirm.
To edit a note: Open the Version history panel, find the version, click the Pencil icon (Edit version note), and click Save.
FAQs
Will rolling back a procedure affect customers immediately?
Will rolling back a procedure affect customers immediately?
No, rolling back creates a new draft. It won't go live until you click Set live.
Can I see drafts in version history?
Can I see drafts in version history?
No, version history only records versions that have been set live.
Can I pause a procedure without losing my draft?
Can I pause a procedure without losing my draft?
Yes, pausing stops Fin from using the procedure, but your saved draft is preserved for future editing.
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