Possibly a dumb question:
Let’s say I develop an agent and I don’t plan to make it Public. I intend to implement it o each customer who purchases it. Here’s the question:
“How do I do that?”
Do I duplicate it and transfer it? Can I transfer to a workspace I don’t own? Can they add me, do the transfer, and remove me?
Is there a way to backup and restore into a different account?
I’m sure this is in the documentation, but I don’t have time to look for it at the moment.
Hi @mikeboysen, thank you for the post!
Yes, you’ve got it exactly right. You can duplicate your Agent, customize it for your client, and then proceed with one of these options:
Enable Remixing and share the Remix link. The Agent will remain in your workspace, and your client can create their own copy by opening the link.
Make a copy of the Agent and ask your client to invite you to their workspace as a Member or Admin. Once added, you’ll be able to transfer the Agent to their workspace.
Hope this helps!
Is there any particular plan I need to be on to do this? It would seem like MS could benefit even from a free plan user sending agents out into the enterprise wild
Hi @mikeboysen,
Remixing becomes available starting with the Pro Plan, but you can still transfer an Agent to another user’s workspace. To do that, ask a user on the Pro or Business Plan to invite you to their Team. Once you’ve joined, you’ll see the option to transfer the Agent to their workspace.
