Exporting a company
Export a company from Company → Settings → Export. You get to choose what goes in the archive:- Structure only — teams, org chart, workflow definitions, agent configurations. No runtime state, no history, no secrets.
- Structure plus memory — everything above, plus the agent memory scopes (learned preferences, per-client notes). No secrets.
- Full snapshot — everything above, plus the audit trail, cost history, completed tasks, and runtime service state. Still no secrets.
- Full snapshot with secrets — only used for machine-to-machine transfer when you are moving the whole company to a new host. Secrets are encrypted with a one-time passphrase you set at export time.
.ca-archive file (it is really a zip with
a manifest inside). Archives are portable across operating systems
and are versioned so that older archives can be imported by newer
releases.
The manifest
Every archive contains amanifest.json at the root. The manifest
lists:
- The company schema version
- The Company Agents release that produced the archive
- A checksum over every file in the archive
- A summary (team count, agent count, workflow count, archive size)
- The export mode (structure, plus-memory, full, full-with-secrets)
Importing
Import from New company → Import archive or with the CLI:- Validates the manifest and checksum
- Checks for naming collisions (if a company with the same slug already exists, you get to pick a new slug)
- Migrates the archive schema if needed
- Creates the company, teams, agents, workflows, and memory scopes
- Writes the audit trail and cost history if the archive is a full snapshot
- Decrypts the secrets bundle if the archive is full-with-secrets and you have the passphrase
Exporting to Clipmart
Clipmart is the public gallery of company templates. Publishing a company to Clipmart is a special kind of export:- The archive is always “structure plus memory” (no secrets, no history)
- All client-specific memory is stripped
- All integration credentials are replaced with named slots that a new importer has to fill in
- A template manifest is added with installation count, category, license, and author info
- The archive is signed so Clipmart can prove it came from you
Installing from Clipmart
Installing a template is import with a thin wrapper:Versioning templates
Templates have their own version numbers, separate from the Company Agents release version. When you publish an update to an existing template, installed copies see an “update available” badge in the dashboard. Updating pulls the new structure but preserves your local runtime state, memory, audit trail, and secrets. If a template update changes a workflow in a way that breaks compatibility (for example, renames a required integration slot), the update surfaces as a breaking change and you have to approve it explicitly.Backup and restore
You can schedule automatic full snapshots (including history) as backups. Under Settings → Storage → Backups:- Pick a frequency (daily, weekly)
- Pick a retention count (keep the last N)
- Pick a location (local directory, S3 bucket, or any path Company Agents can write to)
Next
- Creating a company for the flow you will use after importing a template.
- Dashboard for the view you land on once the import finishes.
- The Deploy section if you are moving a company between hosts and need to set up the destination machine.