Duplicate and Deploy an AI Agent
Agencies can duplicate any existing agent or custom templates they have in their main account and deploy it on new subteam accounts. This allows agency owners to have preconfigured agents that they can quickly set up for their subteams for faster deployment.
Quick Duplication
Clone existing agents from your main account to any client sub-account.
Rapid Deployment
Deploy preconfigured agents instantly for faster client onboarding.
How to Duplicate and Deploy an Agent
Navigate to the Agents Tab
Navigate to Agents tab within the subteam.
Select the Agent to Duplicate
Locate the AI agent you wish to duplicate and select the checkbox.
Import the Agent
Click Import Agent to clone or duplicate the function of the AI agent onto the subteam.
💡 Tip: The imported agent will retain all configurations, instructions, and settings from the original agent, allowing for consistent service across all client accounts.
Benefits of Agent Duplication
⚡ Faster Setup
Skip the configuration process by deploying pre-built agents with proven workflows and instructions.
🎯 Consistency
Ensure all clients receive the same high-quality AI experience with standardized agent templates.
🔧 Easy Customization
After importing, you can still customize the agent to match each client's specific needs and branding.
📋 Template Library
Build a library of specialized agents for different industries or use cases in your main account.
Best Practices
Create Industry-Specific Templates
Maintain different agent templates in your main account for various industries (e.g., healthcare, legal, real estate) to quickly deploy relevant agents to new clients.
Test Before Deployment
Always test your template agents thoroughly in your main account before deploying them to client sub-accounts to ensure quality.
Document Your Templates
Keep clear documentation of what each template agent does and which clients or industries it's best suited for.
✅ Excellent! You've successfully deployed an AI agent to the client sub-account. Next, you can assign phone numbers to the agent.