Using snapshots with chat widgets makes it easier to create a consistent communication experience across multiple accounts. Instead of rebuilding widgets and integrations manually for every new account, agencies can save an existing setup and apply it wherever needed. This helps reduce onboarding time, maintain consistency between accounts, and simplify setup for teams managing multiple locations or clients.

Create a Snapshot #

To begin, open the Account Snapshots section from Agency View and click Create New Snapshot.

In the pop-up window, enter a name for the snapshot and choose the source sub-account you want to copy assets from.

From the asset list, ensure that the Chat Widget option is selected before creating the snapshot.

Once your selections are complete, click Create to save the snapshot. Widget settings, layouts, and media assets can all be transferred as part of the snapshot process, making it easier to replicate communication setups across accounts.

Load the Snapshot into Another Account #

Next, navigate to the Sub-Accounts section and open the account where you want to load the snapshot.

From the Actions dropdown menu, select Load Snapshot.

Choose the snapshot you want to apply and click Proceed.

After the snapshot is selected, the system prepares the included chat widget assets for import into the destination account.

Account-Specific Dependencies #

Some chat widget features rely on integrations or account-specific resources. During the snapshot loading process, the system automatically attempts to map these dependencies whenever possible.

• For WhatsApp widgets, connected phone numbers are mapped if matching numbers are available in the target account. If no matching number exists, the WhatsApp section remains unconfigured until a number is connected manually.
• Voice AI widgets follow a similar process. If compatible Voice AI agents are available in the receiving account, they are assigned automatically. If not, the widget still loads successfully, but additional setup may be required before it can be fully used.
• Facebook Messenger and Instagram widgets also depend on account-level integrations. If those channels are not connected in the destination account, the widgets remain present after the snapshot loads, but the integrations must be completed before the widgets become fully functional.

Fallback Behavior During Import #

Chat widgets continue to load even when some dependencies are missing. Instead of stopping the snapshot process completely, the system preserves the widget structure and displays an incomplete or unavailable state where setup is still required.

In some cases, actions such as Save or Get Code may remain disabled until the missing integrations are connected. Helper tooltips are also displayed throughout the setup experience to explain what still needs attention. This approach helps maintain the original widget configuration while allowing users to complete any remaining setup steps afterward.

Review the Imported Widgets #

Once the snapshot has finished loading, open Sites > Chat Widgets inside the receiving account to review the imported widgets. The widgets from the original account should now appear in the target account with their configurations carried over. From there, review each widget carefully and complete any remaining integrations if needed.

Depending on the widget type, additional setup may include reconnecting WhatsApp numbers, Facebook Messenger, Instagram, or Voice AI services before the widgets are ready for use on websites or other digital properties.

Loading snapshots with chat widgets provides a reliable way to standardize communication setups across multiple accounts. By saving and reusing widget configurations, agencies can streamline onboarding, reduce repetitive setup work, and maintain a more consistent customer experience while still safely managing account-specific integrations and dependencies.

Frequently Asked Questions #

How do I create a snapshot that includes chat widgets? #

In Agency View, open Account Snapshots, click Create New Snapshot, name it, choose the source sub-account, ensure the Chat Widget option is selected, and click Create.

What chat widget elements transfer with the snapshot? #

Widget settings, layouts, and media assets can all be transferred as part of the snapshot process.

How are WhatsApp numbers handled when loading the snapshot? #

Connected numbers are mapped if matching numbers exist in the target account; otherwise the WhatsApp section stays unconfigured until a number is connected manually.

What happens to Facebook Messenger, Instagram, or Voice AI widgets without integrations? #

The widgets still load, but they remain in an incomplete state until the required account-level integrations or Voice AI agents are connected.

Why might Save or Get Code be disabled after import? #

Those actions can remain disabled until the missing integrations are connected; helper tooltips explain what still needs attention.

Where do I review imported chat widgets? #

Open Sites > Chat Widgets in the receiving account to review the imported widgets and complete any remaining integrations.