Agent Import & Export

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Overview

• Cross-Account Sharing: Share agent configurations between organizations
• Agent Marketplace: Distribute pre-built agents as templates
• Backup & Migration: Create portable copies of your agents
• Version Control: Maintain templates for different agent configurations

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Agent Templates

• Agent Configuration: Instructions, settings, and behavior
• Tools & Integrations: Connected tools and custom functions
• Sub-Agents: Complete hierarchy of delegated agents
• Knowledge Bases (Optional): Associated documents and files

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Exporting Agents

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Export Options

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REST API Example

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Export with Knowledge Bases

curl -X POST https://api.xpander.ai/v1/agents/{agent_id}/export \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Customer Support Agent Template",
    "description": "Pre-configured agent for customer support workflows",
    "icon": "🎧",
    "with_knowledge_bases": true
  }'

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Export without Knowledge Bases

curl -X POST https://api.xpander.ai/v1/agents/{agent_id}/export \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Support Agent Config Only",
    "description": "Agent configuration without knowledge bases",
    "icon": "🎧",
    "with_knowledge_bases": false
  }'

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Response Structure

{
  "id": "template-123",
  "name": "Customer Support Agent Template",
  "description": "Pre-configured agent for customer support workflows",
  "icon": "🎧",
  "organization_id": "org-456",
  "agent_definition": {
    "id": "agent-789",
    "name": "Support Agent",
    "description": "Handles customer inquiries",
    "instructions": {
      "role": ["Customer support specialist"],
      "goal": ["Resolve customer issues efficiently"],
      "general": "Be helpful and professional"
    },
    "custom_functions": [...],
    "connectors": [...],
    "sub_agents": [...],
    "knowledge_bases": [
      {
        "name": "Product Documentation",
        "description": "Product guides and FAQs",
        "documents": [
          {
            "name": "User Guide",
            "url": "https://...",
            "content": "..."
          }
        ]
      }
    ]
  }
}

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Importing Agents

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REST API Example

curl -X POST https://api.xpander.ai/v1/agents/template_import/{template_id} \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "My Support Agent",
    "description": "Customized support agent from template",
    "icon": "🎧",
    "with_knowledge_bases": true
  }'

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Import Behavior

1. New Agent Created: A fresh agent instance is created in your organization
2. Configuration Copied: All agent settings, instructions, and tools are replicated
3. Sub-Agents Recreated: Complete agent hierarchy is maintained
4. Knowledge Bases (if included): Documents are copied to your organization
5. Tools & Connectors: Tool configurations are preserved (you may need to provide credentials)

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Cross-Account Sharing

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Sharing Workflow

1. Organization A exports an agent as a template
2. Template ID is shared with Organization B (via documentation, marketplace, etc.)
3. Organization B imports the template using the template ID
4. A new agent instance is created in Organization B

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Use Cases

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Knowledge Base Handling

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Including Knowledge Bases

• Documents: All document files are exported with their content
• Structure: Knowledge base organization is preserved
• Size: Export may be larger due to document content

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Excluding Knowledge Bases

• Lightweight: Smaller export size for faster sharing
• Configuration Only: Agent behavior without data
• Flexibility: Import and attach different knowledge bases later

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Best Practices

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For Exporting

1. Descriptive Names: Use clear, descriptive template names
2. Documentation: Include comprehensive descriptions
3. Knowledge Base Decision: Choose whether to include based on use case:
   • Include for complete, ready-to-use agents
   • Exclude for configurable frameworks
4. Icon Selection: Use meaningful icons for easy identification

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For Importing

1. Review Template: Understand what’s included before importing
2. Customize After Import: Adjust agent settings for your needs
3. Test Thoroughly: Validate imported agents in your environment
4. Tool Credentials: Ensure you have access to required integrations
5. Knowledge Base Validation: Verify imported documents are appropriate

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For Cross-Account Sharing

1. Security Review: Ensure no sensitive data in templates
2. Documentation: Provide clear usage instructions
3. Version Management: Track template versions for updates
4. Access Control: Share template IDs securely

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Security Considerations

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What Gets Shared

• Agent instructions and behavior
• Tool configurations (without credentials)
• Knowledge base documents (if selected)
• Sub-agent hierarchies

• API keys or secrets
• Organization-specific credentials
• User data or execution history
• Account identifiers

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Common Scenarios

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Scenario 1: Sharing Agent Logic Only

# Export without knowledge bases
POST /v1/agents/{agent_id}/export
{
  "name": "Sales Assistant Framework",
  "with_knowledge_bases": false
}

# Recipient imports and adds their own knowledge
POST /v1/agents/template_import/{template_id}
# Then attach organization-specific knowledge bases

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Scenario 2: Complete Agent Package

# Export with everything
POST /v1/agents/{agent_id}/export
{
  "name": "Complete Onboarding Agent",
  "with_knowledge_bases": true
}

# Recipient gets fully functional agent
POST /v1/agents/template_import/{template_id}

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Scenario 3: Agent Marketplace Distribution

# Create marketplace-ready template
POST /v1/agents/{agent_id}/export
{
  "name": "E-commerce Support Agent",
  "description": "Ready-to-use agent for online stores",
  "icon": "🛒",
  "with_knowledge_bases": true
}

# Multiple organizations can import
POST /v1/agents/template_import/marketplace-template-123

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Related Resources