Doc Summary
This article will show you how to create a snapshot of fully configured Conversation AI Bots, including all prompts, actions, and settings. Snapshots make it easy to deploy the same bot across multiple sub-accounts with full consistency and minimal effort.
TABLE OF CONTENTS
- What is the Conversation AI Bot Snapshot Feature?
- Key Benefits of Conversation AI Bot Snapshots
- How to Create a Snapshot with Bots
- Conversation AI Snapshot Options & Behaviors
- Frequently Asked Questions
- Next Steps
What is the Conversation AI Bot Snapshot Feature? #
The Conversation AI Bot Snapshot feature allows users to clone entire bots—including prompts, actions, and configurations—into a reusable snapshot. This eliminates the need to manually recreate bots across sub-accounts and ensures consistency in customer interactions, training data, and bot logic.
Key Benefits of Conversation AI Bot Snapshots #
Creating snapshots of your bots can streamline setup across accounts and reduce human error.
- Capture full bot configurations, including settings, prompts, and actions.
- Eliminate repetitive bot setup in every sub-account.
- Maintain consistency in tone and capabilities across all client accounts.
- Automatically set the imported bot as the primary bot (if one doesn’t already exist).
- Include all bot training data (Web Crawler URLs and FAQs).
- Choose how to handle existing bots in the destination—overwrite or skip them.
How to Create a Snapshot with Bots #
To replicate bots across sub-accounts, follow these steps to create a snapshot that includes your Conversation AI configurations.
- Navigate to the Account Snapshots tab in your left-hand navigation menu.
- Click Create New Snapshot.
- Select the source sub-account that contains the bot you want to snapshot.
- Enter a descriptive name for the snapshot.
- Scroll to the Conversation AI section.
- Review the bots listed. This section will include:
- Bot names
- Bot Training Web Crawler URLs
- Custom Bot Responses (FAQs)
- Once reviewed, click Create Snapshot.
Conversation AI Snapshot Options & Behaviors #
Knowing what gets copied and how import rules work ensures a smoother bot migration process.
Primary Bot Auto-Assignment
If the destination sub-account doesn’t already have a primary bot, the imported bot from the snapshot will automatically be set as the primary.
Conflict Handling
If a bot with the same name already exists in the destination sub-account, you’ll have two options:
- Overwrite – Replace the existing bot with the one from the snapshot.
- Skip – Keep the existing bot and ignore the one from the snapshot.
What’s Included in the Snapshot?
- Complete bot structure: all actions and prompt-response mappings.
- Bot settings and configurations.
- Bot Training Web Crawler URLs.
- Custom FAQ data created via the Bot Training tab.
Frequently Asked Questions #
Q: What if a bot with the same name already exists in the destination sub-account?
During import, you’ll be prompted to overwrite the existing bot or skip the new one.
Q: Will my prompt and action logic be preserved?
Yes, the snapshot preserves all flows, actions, and responses exactly as configured.
Q: Can I change the primary bot after importing a snapshot?
Yes, if the snapshot bot doesn’t become the primary, you can manually assign it as primary from the Conversation AI settings.
Q: Does this include training data like FAQs and Web Crawler links?
Yes. All training data—including URLs and FAQs—are included in the snapshot.
Q: Can I edit a snapshot later?
No, snapshots are immutable. You must create a new snapshot if you make changes to the original bot.
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Next Steps #
- After importing the snapshot, verify that the bot is functioning properly in the new sub-account.
- Manually assign it as the primary bot if it’s not automatically selected.
- Test the bot’s training data to ensure accurate responses.
- Continue building or modifying the bot for specific account needs using the Bot Training and Bot Flow Builder tools.
