How to Clone and Share Agent Studio Agents Using Snapshots

Modified on: Thu, 12 Mar, 2026 at 9:43 PM

Clone, distribute, and deploy your best-performing AI agents across sub-accounts using Account Snapshots. This guide explains how to package Agent Studio agents, include their dependencies, load them into other accounts, and share or sell them through Snapshot links or the Marketplace.

TABLE OF CONTENTS

What Are Agent Studio Snapshots?
Key Benefits of Using Snapshots with Agent Studio
How to Create an Agent Snapshot
How to Load Agent Snapshots into Sub-Accounts
- Option 1: Load Into a Single Sub-Account
- Option 2: Push Snapshot to Multiple Sub-Accounts
Conflict Resolution During Import
Snapshot Versioning and Refresh
Sharing or Selling Agent Snapshots
What Is Not Included in Snapshots
Permissions Required
Frequently Asked Questions
Related Articles

What Are Agent Studio Snapshots?

Agent Studio Snapshots allow you to package one or more AI agents inside an Account Snapshot so they can be loaded into other sub-accounts.

When included in a snapshot, the following are preserved:

Agent flow structure
Node configurations
Connected knowledge bases
Version state (Draft, Staging, Production)
Associated supporting assets (if selected)

This removes the need to manually rebuild agents in every new account.

Key Benefits of Using Snapshots with Agent Studio

Using snapshots to distribute agents helps agencies scale faster and maintain consistency.

Clone agents instantly: Copy complex AI agents to other accounts in minutes.

Preserve configurations: Agents retain their version states and logic.

Include dependencies: Knowledge bases and selected assets move with the agent.

Standardize onboarding: New clients can start with fully configured AI automations.

Enable distribution and monetization: Share or sell snapshots externally.

How to Create an Agent Snapshot

Follow these steps to package your Agent Studio agent.

Step 1: Go to Account Snapshots

Switch to Agency View
Navigate to Account Snapshots
Click Create New Snapshot

Step 2: Name and Select Source Account

Enter a Snapshot Name
Select the Sub-Account that contains your agent
Click Next

Step 3: Select Agent Studio Assets

Expand the Agent Studio category
Select the agent(s) you want to include
Select any supporting assets (e.g., Knowledge Bases, Workflows, Custom Values)
Click Create tab at the bottom right.

The system will package the selected agents and assets into the snapshot.

If your agent uses a Knowledge Base, you must select that Knowledge Base when creating the snapshot.

Snapshots package only the assets you choose.

If a connected knowledge base is not selected, the agent may load without its reference material.

Always review the asset selection screen before proceeding.

Step 4: Review Snapshot Details

After creation, you can view the snapshot details screen.

This screen confirms:

Included agents
Included knowledge bases
Total asset count

How to Load Agent Snapshots into Sub-Accounts

You can load a snapshot into one or multiple sub-accounts.

Option 1: Load Into a Single Sub-Account

Go to Agency View → Sub-Accounts

Click the three-dot menu beside the account. Select Manage Client option.

Choose Actions → Load Snapshot

Select your snapshot.

Select the Agent Studio category (or Select All). Confirm import

After loading, the agent will appear in Agent Studio inside the target sub-account.

Option 2: Push Snapshot to Multiple Sub-Accounts

Go to Account Snapshots
Open the snapshot
Click Push Snapshot
Select the sub-accounts
Select assets
Proceed through conflict check

This method allows bulk deployment.

Conflict Resolution During Import

If an asset with the same name already exists in the target account, HighLevel will prompt you to resolve conflicts.

You may choose to:

Keep both copies
Overwrite existing
Proceed with conflict check

Always review conflicts before finalizing.

Snapshot Versioning and Refresh

Each snapshot maintains versions.

When you update an agent in the source account:

Return to Account Snapshots
Select the snapshot
Click Refresh

This updates the snapshot to reflect the latest agent configuration and creates a new version.

You can then push the updated version to sub-accounts.

Snapshots can be shared outside your agency.

To share:

Go to Account Snapshots
Click the three-dot menu
Choose Share Snapshot
Generate a share link or Marketplace listing

Recipients can load the snapshot into their own HighLevel accounts.

Note: SaaS plan requirements apply for Marketplace monetization.

What Is Not Included in Snapshots

Snapshots do NOT include:

Contacts
Conversation history
Messages
Live data

Only configuration and selected assets are transferred.

Permissions Required

Users must have:

“Create Snapshots” permission to create

“Share/Import Snapshots” permission to load or share

Permissions are managed by an admin.

Frequently Asked Questions

Q: Does loading a snapshot overwrite existing agents?

Only if an agent with the same ID exists. You will be prompted to resolve conflicts.

Q: Are knowledge bases included automatically?

Only if selected during snapshot creation.

Q: Can I load snapshots outside my agency?

Yes, using share links or Marketplace distribution.

Q: Are version states preserved?

Yes. Draft, Staging, and Production states remain intact.

Q: Does importing affect API endpoints?

API endpoints remain available, but account-specific tokens may need updating.