How to create and publish your own package of agents and knowledge bases
Package the agents, knowledge bases, playbooks, and responses you've already set up, and publish a version to install in your spaces and for your clients.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A package takes what you've configured (agents, knowledge bases, playbooks, canned responses, templates, and tags) to other organizations and spaces of yours. Contacts, conversations, deals, people, connections, and passwords never go along.
Where to find it in Cognizy
Before you start
- Only the owner and admins create packages.
Step by step
- Step 1:
Open the Marketplace, My Packages tab, and click New Package.
- Step 2:
Enter the Name, the Summary, and, if you'd like, the description. Click Create Package.
- Step 3:
Under Content, check what goes in the package: agents, knowledge bases, playbooks, canned responses, templates, journeys, and tags. An agent brings its knowledge base along.
- Step 4:
Under What's in the Package, open See What's Included, write What's New in This Version, and click Publish Version 1.
- Step 5:
On the Listing tab, fill in support details and terms, and under Share, see who can install it (private: your organization and its spaces).
How to know it worked
The published version appears under Versions, and the package becomes available to install in your spaces. Changed something? Publish a new version; anyone who installed it can update.
If something goes wrong
An item doesn't show up to choose from.
The package pulls content from the organization or space you're currently in. Switch to the right space before creating it.
Next step
Install the package in a space.
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