Conversation AI: Snapshot Support - How to Snapshot Fully Configured Conversation AI Bots

Modified on: Thu, 5 Jun, 2025 at 12:27 PM

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.

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.