Lindy Upgrade & Migration

Overview

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: