Global Character Controls

Use the shared character toolbar to manage versions, save changes, clone or share a character, and review destructive settings before deletion.

Use the shared controls at the top right of each character page in the Convai Playground. The toolbar appears on Character Description, Avatar, Language and Speech, Knowledge Bank, Personality Traits, Core AI Settings, State of Mind, Agentic Actions, Narrative Design, External API, Publish, and Memory.

---

Where to find these controls

Look at the top right of any character screen. You will see:

• Versioning icon
• Update button
• Character Settings menu (three dots)

These controls behave the same way on every page.

---

Controls overview

1. Character Versioning

Use Versioning to save and switch between alternative definitions of your character.

• What it does

  • Saves a named snapshot of your character definition so you can test new ideas without losing a preferred setup.
  • Lets you switch to any saved version and continue editing from there.
• Typical uses

  • Keep a stable production version while experimenting with a new Core Description or personality.
  • Prepare variations for different audiences or channels.
• Good practice

  • Give versions clear names and short notes such as “v1.2 retail tone” or “v2.0 multi language test”.
  • Save a version before major edits or before handing the character to a teammate.

For more information, refer to the Character Versioning documentation.

2. Update button

Apply your unsaved changes to the character.

• States

  • Green: there are unsaved edits. Click Update to save.

  

  • Gray: everything is already saved.

  
• Important

  • If you refresh or navigate away while the button is green, your unsaved changes will be lost.
  • Click Update after edits on any tab, then proceed to testing.

3. Character Settings Menu

Open the three dots menu to access actions that affect the entire character.

Clone Character

Create a duplicate so you can branch work safely.

• What is copied: all character configuration tabs (e.g., Description, Personality, Languages, etc.) are copied, except the Memory tab.
• What changes: the clone receives a new Character ID.
• When to use: large experiments, staging vs production split, A or B variants.

Share Character

Let others test your character.

• What it does: Generates a share link so recipients can interact with the character (e.g., Chatbox or video call) without being able to modify it.
• How it works: Open the dialog to copy a share link, respecting your current visibility setting (Public, Unlisted, or Private).

Delete Character

Remove the character from your characters.

Deletion is permanent and cannot be undone.

• Checklist before deletion

  • Confirm the character is not used in any live experience.
  • Export or copy any content you may need.
  • Consider cloning for archival instead of deleting.