Configuration backup & restore

Back up your workspace configuration to an encrypted JSON file, then restore it on the same or another install. Find it under Settings → Backup (admin only).

This backs up configuration, not conversations or messages.

What's included

You choose which sections to export:

• Settings — workspace settings and policies.
• Inboxes — channel setup (channel secrets are encrypted).
• Labels — labels and canned responses.
• Users — agent accounts.

Secrets — channel tokens, integration keys — are encrypted per-field with your passphrase. Everything else stays readable so the file is easy to inspect.

Export

1. Open Settings → Backup.
2. Tick the sections you want.
3. Enter a Passphrase (at least 8 characters). Keep it safe — it can't be recovered, and without it the file can't be restored.
4. Click Export. A file like chatapp-config-YYYY-MM-DD.json downloads.

Restore (import)

1. Under Import, click Choose file and pick a backup JSON. You'll see a summary (date and counts); sections not present in the file are disabled automatically.
2. Enter the passphrase used when the backup was created.
3. Click Import.

Import is a merge/upsert — it updates matching items and creates missing ones, and never wipes your workspace. Entries are matched by stable keys (email for users, name for labels/teams, name+channel for inboxes), so re-importing is safe.

Good to know

• A wrong passphrase is detected before anything is written — a failed import changes nothing.
• Password hashes and 2FA secrets are never exported. Any brand-new users created by an import get a random password and are listed as needing a password reset — set them a new password afterwards.
• Global platform settings (S3, Pusher, branding) are not part of this per-workspace backup — those are managed separately by the platform operator.