Managing Voice AI configurations across multiple Sub-Accounts can be complex, 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, click the Create New Snapshot button to create one.

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.

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 pop-up, 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, or expand the asset list to choose specific agents. 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 #

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

Frequently Asked Questions #

What Voice AI elements are included in a snapshot? #

Snapshots can include Voice AI agents, workflows, prompts, and settings, along with linked workflows and triggers and custom/standard fields.

What is not included in a Voice AI snapshot? #

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

How do I load a Voice AI snapshot into a sub-account? #

Find the destination sub-account, choose Manage Client, click Actions > Load Snapshot, select the snapshot, click Select All (or pick specific agents), and click Proceed.

How do I handle conflicts during the transfer? #

You can choose to overwrite or skip existing configurations, giving you flexibility during the transfer process.

Where do I review the imported Voice AI setup? #

Go to Settings > Voice AI in the sub-account to review agents, workflows, and prompts and confirm all settings are applied correctly.

Why use snapshots for Voice AI? #

They save time, maintain consistent AI behavior, scale deployments across many sub-accounts, and preserve key elements like workflows, prompts, and settings.