Using Snapshots to Duplicate Voice AI Configurations

Understanding Voice AI Snapshots

Voice AI Snapshots allow you to replicate your complete Voice AI configuration—including agents, prompts, workflows, and actions—across different sub-accounts within your CRM. This feature helps maintain consistency and saves time when deploying similar Voice AI setups for multiple clients or brands.

Benefits of Using Voice AI Snapshots

Using snapshots for Voice AI offers several advantages:

• Quickly duplicate complex configurations without manual setup
• Ensure consistent agent behavior and prompt delivery across accounts
• Reduce errors that can occur during manual configuration
• Speed up onboarding for new sub-accounts
• Scale Voice AI solutions efficiently across multiple brands

Creating a Voice AI Snapshot

Follow these steps to create a snapshot of your Voice AI configuration:

1. From your agency dashboard, select Snapshots from the main menu
2. Click + New Snapshot
3. Choose the sub-account containing the Voice AI setup you want to copy
4. In the components list, ensure Voice AI is selected
5. Click Create Snapshot to save your configuration

Applying a Voice AI Snapshot

To apply your saved snapshot to another sub-account:

1. Select the target sub-account you want to update
2. Click Apply Snapshot and choose your Voice AI snapshot
3. Confirm the action and wait for the configuration to copy
4. Visit the Voice AI dashboard in the new account to assign phone numbers and make any necessary adjustments

What's Included in Voice AI Snapshots

Voice AI Snapshots transfer these components:

• Voice AI agents and their configurations
• Custom prompts and settings
• Workflows that use Voice AI actions
• System and user-defined actions connected to Voice AI logic

Note that phone numbers are not included in snapshots and must be assigned manually after application.

Frequently Asked Questions

Do Voice AI snapshots include phone numbers?

No. Phone numbers are account-specific and must be manually assigned after applying the snapshot.

Can I modify the Voice AI setup after applying the snapshot?

Yes. All components transferred via snapshot can be customized in the new sub-account.

Are workflows using Voice AI preserved in the snapshot?

Yes. Workflows containing Voice AI triggers or actions are fully included and function identically after import.

What happens if I apply the same snapshot to multiple sub-accounts?

Each sub-account receives an identical clone of the Voice AI setup, which you can then customize individually.

Is this feature available to all users?

Yes. Voice AI Snapshot functionality is part of the standard snapshot feature set and doesn't require additional licensing.

Next Steps After Applying a Snapshot

After applying your Voice AI snapshot, remember to:

• Assign phone numbers to agents in the new sub-account
• Customize Voice AI prompts for the specific audience
• Reconnect any automations or workflows unique to the new sub-account
• Explore additional Voice AI features for deeper integration