Reusing Conversation AI Bot Configurations with Snapshots

This article explains how to create a snapshot of a fully configured Conversation AI bot, including its prompts, actions, settings, and training data. Bot snapshots allow you to deploy the same Conversation AI setup across multiple sub-accounts quickly, ensuring configuration consistency and saving time on manual setup.

Understanding Conversation AI Bot Snapshots

A Conversation AI Bot Snapshot is a saved package of a configured bot that you can reuse in other sub-accounts. This feature is ideal when you have a bot setup that has been tested and proven effective, and you want to replicate it without rebuilding every component from scratch. The snapshot clones the entire bot, including its prompts, actions, configurations, Bot Training Web Crawler URLs, and Custom Bot Responses. This helps maintain a consistent structure, logic, and training foundation across different accounts.

Benefits of Using Bot Snapshots

Using bot snapshots provides several key advantages for teams and agencies:

• Reduced Setup Time: Eliminates the need to manually rebuild the same bot configuration in each sub-account.
• Consistency: Ensures that every imported bot has the same tone, instructions, and operational logic, providing a uniform customer experience.
• Error Prevention: Minimizes the risk of manual configuration errors when deploying bots repeatedly.
• Complete Configuration Capture: Includes all bot settings, prompts, actions, and related training data.
• Automatic Primary Bot Assignment: If the destination account lacks a primary bot, the imported bot is automatically set as the primary.
• Flexible Conflict Handling: Offers options to overwrite or skip bots if a naming conflict occurs during import.

Creating a Snapshot with Conversation AI Bots

To create a snapshot that includes your Conversation AI bot configuration, follow these steps:

1. Ensure the source sub-account contains the bot, including its prompts, actions, and training data, that you wish to package.
2. Navigate to Account Snapshots from the left-hand menu.
3. Click the Create new snapshot button.
4. Provide a descriptive name for the snapshot.
5. Select the source sub-account containing the bot from the Sub-account dropdown menu.
6. Click Next and proceed through the snapshot creation steps.
7. Locate the Conversation AI section to review the bots and associated data that will be included. This includes bot names, settings, configurations, actions, prompts, Bot Training Web Crawler URLs, and Custom Bot Responses.
8. Click Create Snapshot to finalize the process.

Snapshot Options and Import Behavior

When you import a snapshot into a destination sub-account, the following behaviors apply:

Primary Bot Assignment: If the destination sub-account does not have a primary Conversation AI bot, the imported bot will be automatically set as the primary. If a primary bot already exists, you can manually adjust this setting after import.

Handling Naming Conflicts: If a bot with the same name already exists in the destination, you will be prompted to choose an action during import:

• Overwrite: Replaces the existing bot with the version from the snapshot.
• Skip: Leaves the existing bot untouched and does not import the conflicting bot from the snapshot.

Included Data: The snapshot is designed to capture the complete bot setup, including the bot structure, actions, prompt and response mappings, bot settings, Bot Training Web Crawler URLs, and Custom Bot Responses created in Bot Training.

Frequently Asked Questions

Q: What if a bot with the same name already exists in the destination account?
A: During the import process, you can choose to either overwrite the existing bot or skip the import of the bot from the snapshot.

Q: Are the bot's prompts and action logic preserved?
A: Yes, the snapshot preserves all configured prompts, actions, settings, and bot logic.

Q: Does the snapshot include training data like FAQs and Web Crawler URLs?
A: Yes, Bot Training data, including Web Crawler URLs and Custom Bot Responses/FAQs, is included.

Q: Will the imported bot automatically become the primary bot?
A: It will only be set as the primary bot automatically if the destination sub-account does not already have a primary bot.

Q: Can I change the primary bot after importing a snapshot?
A: Yes, you can manually update the primary bot setting from the Conversation AI bot settings after the import is complete.

Q: Can I edit a snapshot after creating it?
A: No, snapshots cannot be edited. If you make changes to the original bot, you must create a new snapshot to capture the updated configuration.

Q: Should I test the bot after importing a snapshot?
A: Yes, it is always recommended to test the imported bot in the destination sub-account to verify that prompts, actions, training data, and the primary bot setting are functioning as expected.