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Conversation AI- Bot Snapshots

Learn how to create Conversation AI bot snapshots in GHL Customer Care to copy bot prompts, actions, settings, and training data across sub-accounts.

4 min read919 words3 explained imagesUpdated Tue, 2 Jun at 1:42 AM
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On this page
  1. What is the Conversation AI Bot Snapshot Feature?
  2. Key Benefits of Conversation AI Bot Snapshots
  3. How to Create a Snapshot with Bots
  4. Conversation AI Snapshot Options & Behaviors
  5. Primary Bot Auto-Assignment
  6. Conflict Handling
  7. What’s Included in the Snapshot?
  8. Frequently Asked Questions
  9. Related Articles

This article explains how to create a snapshot of fully configured Conversation AI bots in GHL Customer Care, including bot prompts, actions, settings, and training data. Bot snapshots help you quickly deploy the same Conversation AI setup across multiple sub-accounts while keeping configurations consistent. This reduces manual setup time and helps agencies scale proven bot templates with less repetitive work.

TABLE OF CONTENTS

What is the Conversation AI Bot Snapshot Feature?

Conversation AI Bot Snapshots allow you to save configured Conversation AI bots into an account snapshot so they can be reused in other sub-accounts. This is useful when you have a tested bot setup that you want to deploy repeatedly without rebuilding prompts, actions, training data, and bot settings from scratch.

The Conversation AI Bot Snapshot feature lets you clone entire bots, including prompts, actions, configurations, Bot Training Web Crawler URLs, and Custom Bot Responses. This helps maintain consistency across client accounts and ensures each imported bot starts with the same structure, logic, and training setup as the original bot.

Key Benefits of Conversation AI Bot Snapshots

Bot snapshots help teams reduce setup time, avoid manual configuration errors, and keep bot behavior consistent across multiple accounts. They are especially useful for agencies or businesses managing repeatable bot templates for similar industries, services, or client workflows.

  • Full bot configuration capture: Includes bot settings, prompts, actions, and related configuration details.
  • Faster sub-account setup: Reduces the need to manually rebuild the same bot in each account.
  • Consistent customer experience: Helps maintain the same tone, instructions, and bot logic across accounts.
  • Training data included: Captures Bot Training Web Crawler URLs and Custom Bot Responses.
  • Primary bot support: Automatically sets the imported bot as the primary bot when the destination account does not already have one.
  • Flexible import handling: Lets you decide whether to overwrite or skip bots when a naming conflict exists.

How to Create a Snapshot with Bots

Creating a snapshot allows you to package your configured Conversation AI bot setup so it can be imported into another sub-account later. Before creating the snapshot, make sure the source sub-account contains the bot configuration, prompts, actions, and training data you want to reuse.

  1. Navigate to Account Snapshots from the left-hand navigation menu.
    Step 1 of 9: Navigate to Account Snapshots from the left-hand navigation menu What this shows Step 1 of 9: Navigate to Account Snapshots from the left-hand navigation menu. What this shows Shows where to go for step 1 of 9 in the "How to Create a Snapshot with Bots" section of "Conversation AI- Bot Snapshots". This screenshot accompanies step 1 of 9 in the "How to Create a Snapshot with Bots" section of "Conversation AI- Bot Snapshots". At this point in the walkthrough you navigate to Account Snapshots from the left-hand navigation menu. This part of the guide covers 6 fields, listed below. The next step is to click Create new snapshot. Step 1 of 9Image 1 of 3 Where to goNavigate to Account Snapshots from the left-hand navigation menu.
    Fields in this part of the guide Bot namesBot settings and configurationsBot actionsBot promptsBot Training Web Crawler URLsCustom Bot Responses/FAQs
    Buttons and menus referenced Account SnapshotsCreate new snapshotSnapshot nameSub-accountNextConversation AICreate Snapshot
    Next stepClick Create new snapshot.
    All 9 steps in this procedure
    1. Navigate to Account Snapshots from the left-hand navigation menu. this image
    2. Click Create new snapshot.
    3. Enter a descriptive Snapshot name.
    4. Click the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include.
    5. Click Next.
    6. Continue through the snapshot creation flow and review the selected assets.
    7. Locate the Conversation AI section.
    8. Review the bots and related bot data included in the snapshot. This may include:
    9. Click Create Snapshot to finish creating the snapshot.
  2. Click Create new snapshot.
    Step 2 of 9: Click Create new snapshot What this shows Step 2 of 9: Click Create new snapshot. What this shows Shows what to click for step 2 of 9 in the "How to Create a Snapshot with Bots" section of "Conversation AI- Bot Snapshots". This screenshot accompanies step 2 of 9 in the "How to Create a Snapshot with Bots" section of "Conversation AI- Bot Snapshots". At this point in the walkthrough you click Create new snapshot. For context, this section explains: Creating a snapshot allows you to package your configured Conversation AI bot setup so it can be imported into another sub-account later. Before creating the snapshot, make sure the source sub-account contains the bot configuration, prompts, actions, and training data you want to reuse. This part of the guide covers 6 fields, listed below. The next step is to enter a descriptive Snapshot name. Step 2 of 9Image 2 of 3 What to clickClick Create new snapshot.
    Fields in this part of the guide Bot namesBot settings and configurationsBot actionsBot promptsBot Training Web Crawler URLsCustom Bot Responses/FAQs
    Buttons and menus referenced Create new snapshotAccount SnapshotsSnapshot nameSub-accountNextConversation AICreate Snapshot
    Next stepEnter a descriptive Snapshot name.
    All 9 steps in this procedure
    1. Navigate to Account Snapshots from the left-hand navigation menu.
    2. Click Create new snapshot. this image
    3. Enter a descriptive Snapshot name.
    4. Click the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include.
    5. Click Next.
    6. Continue through the snapshot creation flow and review the selected assets.
    7. Locate the Conversation AI section.
    8. Review the bots and related bot data included in the snapshot. This may include:
    9. Click Create Snapshot to finish creating the snapshot.
  3. Enter a descriptive Snapshot name.
  4. Click the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include.
    Step 4 of 9: Click the Sub-account dropdown and select the source sub-account that… What this shows Step 4 of 9: Click the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include. What this shows Shows what to choose for step 4 of 9 in the "How to Create a Snapshot with Bots" section of "Conversation AI- Bot Snapshots". This screenshot accompanies step 4 of 9 in the "How to Create a Snapshot with Bots" section of "Conversation AI- Bot Snapshots". At this point in the walkthrough you click the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include. This part of the guide covers 6 fields, listed below. The next step is to click Next. Step 4 of 9Image 3 of 3 What to chooseClick the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include.
    Fields in this part of the guide Bot namesBot settings and configurationsBot actionsBot promptsBot Training Web Crawler URLsCustom Bot Responses/FAQs
    Buttons and menus referenced Sub-accountAccount SnapshotsCreate new snapshotSnapshot nameNextConversation AICreate Snapshot
    Next stepClick Next.
    All 9 steps in this procedure
    1. Navigate to Account Snapshots from the left-hand navigation menu.
    2. Click Create new snapshot.
    3. Enter a descriptive Snapshot name.
    4. Click the Sub-account dropdown and select the source sub-account that contains the Conversation AI bot you want to include. this image
    5. Click Next.
    6. Continue through the snapshot creation flow and review the selected assets.
    7. Locate the Conversation AI section.
    8. Review the bots and related bot data included in the snapshot. This may include:
    9. Click Create Snapshot to finish creating the snapshot.
  5. Click Next.
  6. Continue through the snapshot creation flow and review the selected assets.
  7. Locate the Conversation AI section.
  8. Review the bots and related bot data included in the snapshot. This may include:
    • Bot names
    • Bot settings and configurations
    • Bot actions
    • Bot prompts
    • Bot Training Web Crawler URLs
    • Custom Bot Responses/FAQs
  9. Click Create Snapshot to finish creating the snapshot.

Conversation AI Snapshot Options & Behaviors

Understanding how Conversation AI bot data is copied helps prevent confusion when importing snapshots into other sub-accounts. These behaviors determine how bots are assigned, what information is included, and how conflicts are handled during import.

Primary Bot Auto-Assignment

If the destination sub-account does not already have a primary Conversation AI bot, the imported bot from the snapshot is automatically set as the primary bot. If a primary bot already exists, you can manually review and update the primary bot setting after import.

Conflict Handling

If a bot with the same name already exists in the destination sub-account, GHL Customer Care provides options during import so you can decide how to handle the conflict.

  • Overwrite: Replaces the existing bot with the bot from the snapshot.
  • Skip: Keeps the existing bot and does not import the matching bot from the snapshot.

What’s Included in the Snapshot?

Conversation AI bot snapshots are designed to preserve the core bot setup needed to recreate the bot in another sub-account.

Included items may include:

  • Complete bot structure
  • Bot actions
  • Prompt and response mappings
  • Bot settings and configurations
  • Bot Training Web Crawler URLs
  • Custom Bot Responses/FAQs created in Bot Training

Frequently Asked Questions

Q: What happens if a bot with the same name already exists in the destination sub-account?
During import, you can choose to overwrite the existing bot or skip the bot from the snapshot.

Q: Will my bot prompts and action logic be preserved?
Yes. The snapshot preserves the bot’s configured prompts, actions, settings, and related bot logic.

Q: Does the snapshot include training data like FAQs and Web Crawler URLs?
Yes. Bot Training data, including Web Crawler URLs and Custom Bot Responses/FAQs, is included in the snapshot.

Q: Will the imported bot automatically become the primary bot?
If the destination sub-account does not already have a primary bot, the imported bot will automatically be set as the primary bot.

Q: Can I change the primary bot after importing a snapshot?
Yes. You can manually update the primary bot from the Conversation AI bot settings after import.

Q: Can I edit an existing snapshot after it has been created?
No. Snapshots cannot be edited after creation. If you update the original bot, create a new snapshot to capture the latest configuration.

Q: Should I test the bot after importing a snapshot?
Yes. Always test the imported bot in the destination sub-account to confirm prompts, actions, training data, and primary bot settings are working as expected.

Frequently asked questions

What is the Conversation AI Bot Snapshot Feature?
Conversation AI Bot Snapshots allow you to save configured Conversation AI bots into an account snapshot so they can be reused in other sub-accounts. This is useful when you have a tested bot setup that you want to deploy repeatedly without rebuilding prompts, actions, training data, and bot settings from scratch. The Conversation AI Bot Snapshot feature lets you clone entire bots, including prompts, actions, configurations, Bot Training Web Crawler URLs, and Custom Bot Responses. This helps maintain consistency across client accounts and ensures each imported bot starts with the same structure, logic, and training setup as the original bot.
What’s Included in the Snapshot?
Conversation AI bot snapshots are designed to preserve the core bot setup needed to recreate the bot in another sub-account. Included items may include: Complete bot structure Bot actions Prompt and response mappings Bot settings and configurations Bot Training Web Crawler URLs Custom Bot Responses/FAQs created in Bot Training

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