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How to Clone and Share Agent Studio Agents Using Snapshots

Learn how to clone, load, and share Agent Studio AI agents using Account Snapshots to deploy automations across sub-accounts or sell via the Marketplace.

4 min read825 words10 explained imagesUpdated Fri, 26 Jun at 10:41 AM
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On this page
  1. Key Benefits of Using Snapshots with Agent Studio
  2. How to Create an Agent Snapshot
  3. How to Load Agent Snapshots into Sub-Accounts
  4. Option 1: Load Into a Single Sub-Account
  5. Option 2: Push Snapshot to Multiple Sub-Accounts
  6. Conflict Resolution During Import
  7. Snapshot Versioning and Refresh
  8. Sharing or Selling Agent Snapshots
  9. What Is Not Included in Snapshots
  10. Permissions Required
  11. Frequently Asked Questions
  12. Related Articles

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?

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

  1. Switch to Agency View

  2. Navigate to Account Snapshots

  3. Click Create New Snapshot

Step 1: Go to Account Snapshots (image 1 of 10) What this shows Switch to Agency View Navigate to Account Snapshots Click Create New Snapshot What this shows Illustrates the "Step 1: Go to Account Snapshots" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot appears in the "Step 1: Go to Account Snapshots" section of "How to Clone and Share Agent Studio Agents Using Snapshots". The text alongside this image reads: Switch to Agency View Navigate to Account Snapshots Click Create New Snapshot. Immediately after, the guide continues: Enter a Snapshot Name Select the Sub-Account that contains your agent Click Next. Image 1 of 10 What to clickSwitch to Agency View Navigate to Account Snapshots Click Create New Snapshot
Buttons and menus referenced Agency ViewAccount SnapshotsCreate New Snapshot
Next stepEnter a Snapshot Name Select the Sub-Account that contains your agent Click Next
All 3 steps in this procedure
  1. Switch to Agency View
  2. Navigate to Account Snapshots
  3. Click Create New Snapshot


Step 2: Name and Select Source Account

  1. Enter a Snapshot Name

  2. Select the Sub-Account that contains your agent

  3. Click Next

Step 2: Name and Select Source Account (image 2 of 10) What this shows Enter a Snapshot Name Select the Sub-Account that contains your agent Click Next What this shows Illustrates the "Step 2: Name and Select Source Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot appears in the "Step 2: Name and Select Source Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". The text alongside this image reads: Enter a Snapshot Name Select the Sub-Account that contains your agent Click Next. Immediately after, the guide continues: 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. Image 2 of 10 What to fill inEnter a Snapshot Name Select the Sub-Account that contains your agent Click Next
Buttons and menus referenced Next
Next stepExpand 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.
All 3 steps in this procedure
  1. Enter a Snapshot Name
  2. Select the Sub-Account that contains your agent
  3. Click Next

Step 3: Select Agent Studio Assets

  1. Expand the Agent Studio category

  2. Select the agent(s) you want to include

  3. Select any supporting assets (e.g., Knowledge Bases, Workflows, Custom Values)

  4. Click Create tab at the bottom right.

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

Step 3: Select Agent Studio Assets (image 3 of 10) What this shows The system will package the selected agents and assets into the snapshot. What this shows Illustrates the "Step 3: Select Agent Studio Assets" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot appears in the "Step 3: Select Agent Studio Assets" section of "How to Clone and Share Agent Studio Agents Using Snapshots". The text alongside this image reads: The system will package the selected agents and assets into the snapshot. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 3 of 10 What this coversThe system will package the selected agents and assets into the snapshot.
Fields in this part of the guide Expand the Agent Studio category
Buttons and menus referenced Agent StudioCreate
Next stepIf 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.
All 4 steps in this procedure
  1. Expand the Agent Studio category
  2. Select the agent(s) you want to include
  3. Select any supporting assets (e.g., Knowledge Bases, Workflows, Custom Values)
  4. Click Create tab at the bottom right.
 
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 3: Select Agent Studio Assets (image 4 of 10)
    What this shows The system will package the selected agents and assets into the snapshot.

  What this shows
  Illustrates the "Step 3: Select Agent Studio Assets" section of "How to Clone and Share Agent Studio Agents Using Snapshots".
  This screenshot appears in the "Step 3: Select Agent Studio Assets" section of "How to Clone and Share Agent Studio Agents Using Snapshots". The text alongside this image reads: The system will package the selected agents and assets into the snapshot. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: After creation, you can view the snapshot details screen.
  Image 4 of 10
  What this coversThe system will package the selected agents and assets into the snapshot.
  

        Fields in this part of the guide
        Expand the Agent Studio category
      

  

        Buttons and menus referenced
        Agent StudioCreate
      

  Next stepAfter creation, you can view the snapshot details screen.
  
  

        All 4 steps in this procedure
        
  1. Expand the Agent Studio category
  2. Select the agent(s) you want to include
  3. Select any supporting assets (e.g., Knowledge Bases, Workflows, Custom Values)
  4. Click Create tab at the bottom right.

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

  1. Go to Agency View → Sub-Accounts

    Step 1 of 5: Go to Agency View → Sub-Accounts What this shows Step 1 of 5: Go to Agency View → Sub-Accounts What this shows Shows where to go for step 1 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot accompanies step 1 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". At this point in the walkthrough you go to Agency View → Sub-Accounts. For context, this section explains: 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. The next step is to click the three-dot menu beside the account. Select Manage Client option. Step 1 of 5Image 5 of 10 Where to goGo to Agency View → Sub-Accounts
    Buttons and menus referenced Agency View → Sub-Accountsthree-dotManage ClientActions → Load SnapshotAgent Studio
    Next stepClick the three-dot menu beside the account. Select Manage Client option.
    All 5 steps in this procedure
    1. Go to Agency View → Sub-Accounts this image
    2. Click the three-dot menu beside the account. Select Manage Client option.
    3. Choose Actions → Load Snapshot
    4. Select your snapshot.
    5. Select the Agent Studio category (or Select All). Confirm import

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

    Step 2 of 5: Click the three-dot menu beside the account. Select Manage Client option What this shows Step 2 of 5: Click the three-dot menu beside the account. What this shows Shows what to choose for step 2 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot accompanies step 2 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". At this point in the walkthrough you click the three-dot menu beside the account. Select Manage Client option. The next step is to choose Actions → Load Snapshot. Step 2 of 5Image 6 of 10 What to chooseClick the three-dot menu beside the account. Select Manage Client option.
    Buttons and menus referenced three-dotManage ClientAgency View → Sub-AccountsActions → Load SnapshotAgent Studio
    Next stepChoose Actions → Load Snapshot
    All 5 steps in this procedure
    1. Go to Agency View → Sub-Accounts
    2. Click the three-dot menu beside the account. Select Manage Client option. this image
    3. Choose Actions → Load Snapshot
    4. Select your snapshot.
    5. Select the Agent Studio category (or Select All). Confirm import

  3. ChooseActions → Load Snapshot

    Step 3 of 5: Choose Actions → Load Snapshot What this shows Step 3 of 5: Choose Actions → Load Snapshot What this shows Shows what to choose for step 3 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot accompanies step 3 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". At this point in the walkthrough you choose Actions → Load Snapshot. For context, this section explains: 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. The next step is to select your snapshot. Step 3 of 5Image 7 of 10 What to chooseChoose Actions → Load Snapshot
    Buttons and menus referenced Actions → Load SnapshotAgency View → Sub-Accountsthree-dotManage ClientAgent Studio
    Next stepSelect your snapshot.
    All 5 steps in this procedure
    1. Go to Agency View → Sub-Accounts
    2. Click the three-dot menu beside the account. Select Manage Client option.
    3. Choose Actions → Load Snapshot this image
    4. Select your snapshot.
    5. Select the Agent Studio category (or Select All). Confirm import

  4. Select your snapshot. 

    Step 4 of 5: Select your snapshot What this shows Step 4 of 5: Select your snapshot. What this shows Shows what to choose for step 4 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot accompanies step 4 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". At this point in the walkthrough you select your snapshot. For context, this section explains: 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. The next step is to select the Agent Studio category (or Select All). Confirm import. Step 4 of 5Image 8 of 10 What to chooseSelect your snapshot.
    Buttons and menus referenced Agency View → Sub-Accountsthree-dotManage ClientActions → Load SnapshotAgent Studio
    Next stepSelect the Agent Studio category (or Select All). Confirm import
    All 5 steps in this procedure
    1. Go to Agency View → Sub-Accounts
    2. Click the three-dot menu beside the account. Select Manage Client option.
    3. Choose Actions → Load Snapshot
    4. Select your snapshot. this image
    5. Select the Agent Studio category (or Select All). Confirm import

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

    Step 5 of 5: Select the Agent Studio category (or Select All). Confirm import What this shows Step 5 of 5: Select the Agent Studio category (or Select All). What this shows Shows what to choose for step 5 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot accompanies step 5 of 5 in the "Option 1: Load Into a Single Sub-Account" section of "How to Clone and Share Agent Studio Agents Using Snapshots". At this point in the walkthrough you select the Agent Studio category (or Select All). Confirm import. Step 5 of 5Image 9 of 10 What to chooseSelect the Agent Studio category (or Select All). Confirm import
    Buttons and menus referenced Agent StudioAgency View → Sub-Accountsthree-dotManage ClientActions → Load Snapshot
    All 5 steps in this procedure
    1. Go to Agency View → Sub-Accounts
    2. Click the three-dot menu beside the account. Select Manage Client option.
    3. Choose Actions → Load Snapshot
    4. Select your snapshot.
    5. Select the Agent Studio category (or Select All). Confirm import this image

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

Option 2: Push Snapshot to Multiple Sub-Accounts

  1. Go to Account Snapshots

  2. Open the snapshot

  3. Click Push Snapshot

  4. Select the sub-accounts

  5. Select assets

  6. Proceed through conflict check

This method allows bulk deployment.

Option 2: Push Snapshot to Multiple Sub-Accounts (image 10 of 10) What this shows This method allows bulk deployment. What this shows Illustrates the "Option 2: Push Snapshot to Multiple Sub-Accounts" section of "How to Clone and Share Agent Studio Agents Using Snapshots". This screenshot appears in the "Option 2: Push Snapshot to Multiple Sub-Accounts" section of "How to Clone and Share Agent Studio Agents Using Snapshots". The text alongside this image reads: This method allows bulk deployment. For context, this section explains: Go to Account Snapshots Open the snapshot Click Push Snapshot Select the sub-accounts Select assets Proceed through conflict check. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: If an asset with the same name already exists in the target account, GHL Customer Care will prompt you to resolve conflicts. Image 10 of 10 What this coversThis method allows bulk deployment.
Fields in this part of the guide Proceed through conflict check
Buttons and menus referenced Account SnapshotsPush Snapshot
Next stepIf an asset with the same name already exists in the target account, GHL Customer Care will prompt you to resolve conflicts.
All 6 steps in this procedure
  1. Go to Account Snapshots
  2. Open the snapshot
  3. Click Push Snapshot
  4. Select the sub-accounts
  5. Select assets
  6. Proceed through conflict check

Conflict Resolution During Import

If an asset with the same name already exists in the target account, GHL Customer Care 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:

  1. Return to Account Snapshots

  2. Select the snapshot

  3. 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.

Sharing or Selling Agent Snapshots

Snapshots can be shared outside your agency.

To share:

  1. Go to Account Snapshots

  2. Click the three-dot menu

  3. Choose Share Snapshot

  4. Generate a share link or Marketplace listing

Recipients can load the snapshot into their own GHL Customer Care 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.

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