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Use Training to review what your agent knows and how it handles customer situations. Ask the Assistant to make changes; the old trained-source bulk editor and active/inactive controls are not the current workflow.

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Update business information

1

Find the current wording

Open the intended agent’s Training page. Expand Knowledge entries under their category headings and identify the policy or subject that changed.
2

Give the Assistant the correction

State the old and new rule, its exceptions, and when it takes effect. Provide the updated source. Ask to replace outdated information wherever it affects this agent, not to add a contradictory duplicate.
3

Resolve open facts

Answer questions about missing prices, dates, or policies. For a future change, specify the date, time, and timezone; the Assistant can arrange a scheduled change.
4

Verify completion

Read what is live or scheduled. Review the updated Knowledge and affected Scenarios, then test the changed question and a nearby exception in Preview.
Ask the Assistant to remove obsolete content or stop sending a file. For an unwanted setup change, ask it to restore the specific behavior. Restoring setup cannot reverse external actions.

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Migrate an existing agent

Use this only when the agent displays the migration notice. You need Assistant permission on the original agent.
1

Start migration

Open the original agent and select Start migration. Jaaxis opens its migration agent and a dedicated Assistant chat. The original continues answering customers.
2

Work through the business material

Explain the outcomes to preserve and provide any updated material. The Assistant organizes the knowledge and customer situations, configures the behavior, and tests it.
3

Review the migration

Review its Training content, test results, and Preview. Report missing facts or behavior to the Assistant. Connected channels stay with the original.
4

Replace when ready

When Replace is enabled and you are satisfied, select it and confirm. Jaaxis returns to the original with the migrated settings. Existing customer conversations and connected social channels remain.
A migration does not take an extra agent slot and cannot be deleted separately. It ends when it replaces the original or the original is deleted.

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Store products and future dates

Manage synchronized products through the store connection. For policy changes that should start later, ask the Assistant for a scheduled change and check the reported effective time. There is no separate knowledge schedule form.