Managing Voice AI configurations across multiple Sub-Accounts can be a complex task, but using snapshots simplifies the process significantly. With Voice AI support in Snapshots, users can effortlessly replicate their Voice AI setups, including agents, workflows, prompts, and settings, across different Sub-Accounts without the need for manual reconfiguration.

Create a Snapshot

To begin, navigate to the Agency View and locate the Account Snapshots section in the left sidebar. If you do not have an existing snapshot, you will need to create one by clicking the Create New Snapshot button.

Enter a Name for your snapshot and choose the Sub-Account from which you want to extract the necessary Voice AI configurations. Click "Next" to proceed. Select the Voice AI components you wish to include in the snapshot, such as agents, workflows, prompts, and settings.

📌NOTE: Assigned phone numbers and post-call user notification settings are not included in the snapshot.

Search for or Create a Sub-Account

Before applying the snapshot, ensure that the correct Sub-Account is selected or created. Use the Search function to locate an existing Sub-Account. If the Sub-Account does not exist, create a new one.

Once you have identified the correct Sub-Account, click the three-dotted button next to it, and in the popup, select Manage Client.

Load Snapshot

Click on the Actions dropdown menu. Select Load Snapshot.

In the popup window, choose the snapshot that contains the Voice AI configurations you want to apply.

Click Select All to ensure all relevant assets are included. Click Proceed, then follow the remaining prompts to finalize the process.

A notification will appear in the top right corner. It is accessible via the bell icon once the snapshot upload is complete.

Review and Use the Templates

Head to Settings > Voice AI in the Sub-Account. Review the imported configurations, including agents, workflows, and prompts. Ensure that all settings are correctly applied and functioning as intended.

Benefits of Using Snapshots for Voice AI

• Time Efficiency: Eliminate the need to manually recreate configurations for each Sub-Account.
• Consistency: Maintain uniform AI behavior and performance across all accounts.
• Scalability: Quickly deploy Voice AI setups to multiple Sub-Accounts with minimal effort.
• Preservation of Key Elements: All workflows, prompts, and settings are retained, ensuring seamless functionality.
• Conflict Resolution: Choose to overwrite or skip existing configurations, providing flexibility during the transfer process.

By following these steps, you can easily load Voice AI configurations into your Sub-Accounts, ensuring a consistent and efficient experience across your client base.

Important Notes

1. Ensure the target Sub-Account has the necessary resources and permissions to support the imported Voice AI configurations.
2. Custom and standard fields are preserved during the transfer, maintaining data integrity.
3. Workflows and triggers linked to Voice AI are automatically carried over, ensuring uninterrupted automation.