Transition

Transition lets a platform administrator migrate many datasets from one embedder to another in a single operation — a process also known as bulk reindexing. Every dataset currently using the source embedder is reindexed onto the target embedder, rebuilding its search index with the new embedding model and the target's recommended chunking.

Where to find it
Transition is an administrator-only feature. Open the Admin → Transition tab. It is available only on the platform admin organization.
admin navbar transition

What it does

Instead of reindexing assistants one by one, you pick a source and a target embedder once and let QAnswer fan out across every matching dataset. The job runs in the background and persists its progress, so you can leave the page and come back later.

  • Serial by defaultdatasets are reindexed one at a time, so a single failure only affects that dataset — the rest of the job keeps going.
  • Safe skipsdatasets that are mid-upload or already being reindexed are skipped rather than corrupted.
  • Fully trackedevery dataset gets its own row with a live status, elapsed time and any error, all visible from the job details.
How datasets are matched
A dataset is in scope when its embedding model equals the selected source embedder. Reindexing rebuilds the search index from the dataset's already-indexed files and atomically swaps to the new index, so live search keeps working throughout.

Before you start

  • You must be signed in as a platform administrator.
  • At least two active embedders must exist — a source to migrate away from and a target to migrate to. If only one is available, add or activate another embedder first.

Step 1 — Choose source and target

In the Embedder Transition section, configure the migration:

  1. Source embedderthe embedder you are migrating away from. Every dataset using it becomes a candidate.
  2. Target embedderthe embedder to migrate to. The target's recommended chunking is applied during reindexing.
  3. Include chatbot playgroundswhen ticked, chatbot playground datasets are migrated alongside regular assistants; otherwise only assistants are.
Embedder Transition setup with source, target and scope preview

Step 2 — Review the scope

As soon as both embedders are selected, the scope preview updates with a live count of how many datasets will be affected. Use it to confirm the migration before launching.

MetricMeaning
In scopeTotal datasets using the source embedder (assistants + playgrounds).
AssistantsIn-scope datasets that are regular AI assistants.
PlaygroundsIn-scope chatbot playground datasets (counted only when "Include chatbot playgrounds" is ticked).
Reindex runningDatasets already being reindexed by another job — they will be skipped.
Index runningDatasets with a connector mid file-ingestion — they will be skipped.
EligibleDatasets that can be reindexed right now = In scope − Reindex running − Index running.

Step 3 — Launch and confirm

Click Launch reindex. A confirmation dialog summarises the migration — source and target names, their embedding size (dimensions) and context window (tokens), plus the same scope counts. Review it and click Confirm to start the job.

Confirm reindex dialog showing source and target embedder details

The job is created immediately and starts processing datasets in the background. You can close the dialog and track progress in the Recent jobs table below.

Quota
Datasets reindexed through a bulk job are not charged against usage quota — this admin migration is free. Triggering a single force-reindex from an assistant is still charged as usual.

Step 4 — Track progress

The Recent jobs table lists every bulk job with its creation time, the source → target migration, a progress bar (completed / total, with succeeded, failed and skipped counts) and an overall status.

A job moves through these statuses:

StatusMeaning
Pending / RunningThe job is queued or actively reindexing datasets.
SucceededEvery dataset finished without a failure.
Partially failedSome datasets succeeded and some failed. Open the job to see which.
FailedNo dataset succeeded.
CancelledThe job was cancelled before all datasets were processed.

Click Open on any job to see the per-dataset breakdown — each dataset's name, type, status, elapsed time, the skip reason (if it was skipped) and the error message (if it failed).

Job details dialog listing each dataset, its status, elapsed time and any error

Understanding skipped datasets

A dataset can be skipped to protect its data. A skip is not an error — the dataset is simply left untouched, with the reason recorded in the job details.

Skip reasonMeaning
No search indexA playground that has no search index yet. The new embedder is saved for its next upload, but there is nothing to reindex right now.
Reindex runningThe dataset is already being reindexed by another job.
Index runningA connector is mid file-ingestion. Reindexing now would drop the in-flight files, so the dataset is skipped.
Dataset deletedThe dataset was removed between submitting the job and processing it.
CancelledThe dataset was still pending when the job was cancelled.
Re-running for skipped datasets
Skips caused by a busy dataset (reindex or index running) are temporary. Once the dataset is idle, simply launch the migration again with the same source and target to pick up the ones that were skipped.

Managing jobs

  • Openview the job details and the per-dataset item list.
  • Cancelavailable while a job is still active. Datasets already reindexing finish normally; the remaining pending ones are marked cancelled.
  • Unblockrecover a job whose datasets appear stuck, releasing them so processing can resume.
  • Deleteavailable only for finished jobs. Removes the job record and its item history; it does not undo a completed reindex.