Guide for upgrading Lindy SDK and migrating between versions.
Use when upgrading SDK versions, migrating agents,
or handling breaking changes.
Trigger with phrases like "upgrade lindy", "lindy migration",
"lindy breaking changes", "update lindy SDK".
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
Step 3: Plan Migration Order
Phase 1: Internal-only agents (no customer impact)
→ Migrate, test, verify for 24-48 hours
Phase 2: Low-risk customer-facing agents (email triage, notifications)
→ Migrate during low-traffic window
→ Monitor for 24 hours
Phase 3: Critical agents (phone, live chat, lead routing)
→ Migrate with rollback plan ready
→ Keep old agent active in parallel for 48 hours
Step 4: Migrate Agent to New Workspace
Option A — Template sharing:
In source workspace: Share agent as Template
In target workspace: Import template
Reconfigure integrations (OAuth tokens are NOT transferred)
Re-authorize all connected services
Option B — Manual recreation:
Create new agent in target workspace
Paste saved prompt
Recreate trigger with same configuration
Re-add all actions and configure fields
Upload knowledge base files
Re-create memories
Step 5: Reconfigure Webhooks, Email, and Phone
These require special attention — they are NOT automatically transferred:
Webhooks:
New agent gets a NEW webhook URL
Update all calling systems with the new URL
Generate new webhook secret
Update all clients with new Bearer token
Lindymail (Lindy-assigned email addresses):
New agent gets a new Lindymail address
Update forwarding rules and any published email addresses
Phone numbers:
Phone numbers may need to be re-provisioned ($10/month each)
Update IVR systems and published phone numbers
Test call quality and language settings
Step 6: Parallel Run & Cutover
Day 1-2: Both old and new agents active
→ Route test traffic to new agent
→ Compare task completion rates and output quality
Day 3: Gradual cutover
→ Redirect 50% of traffic to new agent
→ Monitor error rates and credit consumption
Day 4: Full cutover
→ Route 100% to new agent
→ Keep old agent paused (not deleted) for 7 days
Day 11: Cleanup
→ Delete old agent after 7-day safety window
Step 7: Verify Post-Migration
All triggers firing correctly
All actions completing successfully
Knowledge base returning relevant results
Webhook URLs updated in all calling systems
Phone numbers tested (inbound and outbound)
Credit consumption within expected range
Team members have correct access in new workspace
Common Migration Scenarios
Scenario: Consolidating Multiple Agents
When you have too many single-purpose agents:
Identify agents with overlapping triggers
Merge prompts into sections (use ## Billing, ## Technical, etc.)
Add conditions to route based on content
Reduce total active agents → lower costs
Scenario: Upgrading Agent Capabilities
When Lindy adds new features (new actions, new models):