Skip to main content
A procedure answers customers only once it is set live. After that, your edits wait in a draft while the live version keeps running, and every version you set live is kept. The controls are at the top of each procedure, under Procedures in the sidebar. For how to write a procedure, see Build procedures.

​
What the status means

The badge beside the procedure’s name shows where it stands:

​
Set a procedure live

  1. Open the procedure and check its Overview tab. It reads Verified when nothing needs fixing, or lists what to resolve. Set live stays greyed out while an error is left.
  2. Choose Set live and confirm. Aide starts using the procedure in conversations.
Before that, Save changes saves your work without making it live.

​
Edit a live procedure

  1. Make your changes and choose Save draft. The live version keeps running as it was, and the status becomes Live with draft.
  2. Try the draft in Test (see Test a procedure before setting it live).
  3. Choose Set live. A dialog asks What changed? Write a note of up to 500 characters for your team, or leave it empty, and confirm.
Discard draft deletes the changes that aren’t live yet. What is live stays as it is.

​
Version history

Version history is on the procedure’s Overview tab. It lists the versions that were set live, newest first, up to 100:
  • the version number, such as v3
  • the note written when it was set live. A version without one reads “No note”, and the oldest reads “First version”.
  • who set it live, and when
The newest version is marked Live or Paused.

​
Restore a version

  1. In Version history, choose Restore on the version you want.
  2. The version becomes your draft. If you already have a draft or unsaved edits, Aide asks before replacing them: Replace draft continues, Keep my draft cancels.
  3. Check the draft, then choose Set live.
Restoring never changes what is live by itself.

​
Pause and resume

Once a procedure has been live, Pause stops it for new messages straight away. A draft stays a draft. Resume runs the live version again. Neither needs a save.

​
Times run this month

On the Activity tab, Times run this month counts how often the procedure ran in the last 30 days. Test chats aren’t counted. Select the number to open those conversations.

​
Who can do this

  • Owners and admins can set a procedure live, save a draft of a live procedure, discard it, see the version history and restore a version.
  • Agents can create a procedure and edit it until it is first set live, and can pause or resume one that has been live.