lindy-upgrade-migration

# Lindy Upgrade & Migration ## Overview Lindy is a managed platform — agents run on Lindy's infrastructure. "Upgrades" mean reconfiguring agents for new capabilities, migrating agents between workspaces, or adapting to platform changes. Key concern: agents with webhooks, Lindymail, and phone numbers require reconfiguration after migration. ## Prerequisites - Admin access to source and target Lindy workspaces - Inventory of all agents, triggers, and integrations - Migration window scheduled for customer-facing agents ## Instructions ### Step 1: Inventory Current Agents Document every agent before making changes: | Agent Name | Trigger Type | Actions | Integrations | Webhook URL | Phone # | |-----------|-------------|---------|--------------|-------------|---------| | Support Bot | Email Received | Gmail Reply, Slack Notify | Gmail, Slack | N/A | N/A | | Lead Router | Webhook | Sheets Update, Slack DM | Sheets, Slack | `https://public.lindy.ai/...` | N/A | | Phone Screener | Call Received | Transfer, Agent Send | Phone | N/A | +1-555-0100 | ### Step 2: Export Agent Configurations For each agent, document: - **Prompt**: Copy full text from Settings > Prompt - **Model**: Which AI model is selected - **Skills/Actions**: List all action steps and their configurations - **Trigger filters**: Copy filter conditions - **Knowledge Base**: Note all sources (files, URLs, integrations) - **Memories**: Export any persistent memories - **Exit conditions**: Copy all condition text ### ...