Export and Import Assistants from PhoenixAI


Exporting Assistants may be key for keeping their information in a personal storage location or keeping track of the different versions of the Assistant. Importing assistants may be a way to view old versions or recreating assistant templates. Follow the detailed instructions below to export and import Assistants.

Export Assistants

  1. Navigate to phoenixai.uchicago.edu.
  2. Click on the profile icon in the top right corner.
  3. Select Assistants.
  4. Click on the three dots to the right of the Assistant name.
  5. Select Export.
  6. You can choose a unique file name as long as it ends with ".json".
  7. Click Save.

Exporting the assistant will save most of the information but there are still a few fields that you will need to keep track of:

  1. Review the uploaded Knowledge and ensure that you still have access to these files.
    1. While you cannot download files from your Assistant, it is helpful to copy and paste that section, as it will preserve full filenames for you, so that you can more easily keep track of what files you need to find and re-upload when you recreate your Assistant. 
    2. This may also be an opportunity to update them, if necessary.
  2. Who Can Access the Assistant? Was this Assistant private to you, or did you enable anyone with the link to access it? 
    1. Anyone who previously had a link will need to be sent a new link when the Assistant is recreated.
    2. To share Assistants with a large or specific group, please submit the PhoenixAI Shared Assistant Access Request.
  3. Logo Image: If you used a logo for your assistant, you may want to note that so you can find the file again, as PhoenixAI will not allow you to export it.

Import Assistants

  1. Navigate to phoenixai.uchicago.edu.
  2. Click on the profile icon in the top right corner.
  3. Select Assistants.
  4. Select Import Assistant.
  5. Choose the correct ".json" file from your directory.
  6. Click Open.

After importing the assistant file, you will need to re-upload any Knowledge files or logo images, and update Who Can Access the Assistant to its original settings. For more information on creating Assistants, please review PhoenixAI Assistants: Create, Edit, Share, Delete an Assistant.