You just spent three days building the absolute perfect Conversation AI bot for a dental client. You dialed in the global prompts, fed it the exact website URLs to crawl, mapped out the specific FAQs, and tested every single edge case. It is a masterpiece that prints booked appointments.
Then you onboard three new dental clients. You realize you have to manually rebuild that exact same bot three more times. You find yourself copying and pasting prompts into Notepad, manually typing out the same FAQs, and repeating hours of tedious setup. One typo ruins the logic, and you waste half your week doing data entry just to get your new clients live.
You cannot scale an agency if you are manually duplicating work. HighLevel just dropped Conversation AI Bot Snapshots. You can now package your entire bot setup—prompts, training data, crawler URLs, and logic—into a single snapshot and deploy it instantly across unlimited sub-accounts. Let us start cloning your winners.
Part 1: Access the Snapshot Command Center
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Navigate to Account Snapshots from your left-hand navigation menu inside your agency view.
- Click the Create new snapshot button to start packaging your bot masterpiece.
Part 2: Select Your Source Data
- Enter a descriptive Snapshot name so your team knows exactly what this package contains (e.g., “Dental Booking Bot V1”).
- Click the Sub-account dropdown and select the specific source sub-account where your perfect bot currently lives.
- Click Next to move to the asset review stage.
Part 3: Package the Bot Assets
- Scroll through the snapshot creation flow and locate the Conversation AI section.
- Review the data to ensure it grabbed everything. The system automatically clones your bot names, settings, custom actions, and prompts.
- Verify that your training data is included. The snapshot captures your Bot Training Web Crawler URLs and your Custom Bot Responses/FAQs so your bot stays incredibly smart.
- Click Create Snapshot to finalize the package.
Part 4: Deploy and Handle Conflicts
- When you push this snapshot to a new client account, the system automatically assigns your cloned bot as the Primary Bot if they do not already have one configured.
- If you are pushing an update to an existing client who already has a bot with the exact same name, HighLevel lets you choose your conflict resolution. You can either Overwrite the old bot with your upgraded version, or Skip it to keep their existing bot intact.
Cloning your highest-converting AI bots ensures every new client gets your best automated systems the exact second they onboard.
Frequently Asked Questions
How do I access the Snapshot Command Center?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Navigate to Account Snapshots from your left-hand navigation menu inside your agency view. Click the Create new snapshot button to start packaging your bot masterpiece.
How do I select my Source Data?
Enter a descriptive Snapshot name so your team knows exactly what this package contains (e.g., “Dental Booking Bot V1”). Click the Sub-account dropdown and select the specific source sub-account where your perfect bot currently lives. Click Next to move to the asset review stage.
What should I know about package the Bot Assets?
Scroll through the snapshot creation flow and locate the Conversation AI section. Review the data to ensure it grabbed everything. The system automatically clones your bot names, settings, custom actions, and prompts. Verify that your training data is included. The snapshot captures your Bot Training Web Crawler URLs and your Custom Bot Responses/FAQs so your bot stays incredibly smart. Click Create Snapshot to finalize the package.
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