Voice AI Configuration Support for Snapshots
This article will show you how to use the new Snapshot feature for Voice AI in Chat To Clients CRM. With this enhancement, you can easily duplicate Voice AI setups — including agents, prompts, workflows, and actions — across different sub-accounts to streamline deployment and ensure consistency at scale.
TABLE OF CONTENTS
- What is Voice AI Snapshot?
- Key Benefits of Voice AI Snapshot
- How To Create and Apply a Voice AI Snapshot
- What’s Included in Voice AI Snapshots?
- Frequently Asked Questions
What is Voice AI Snapshot?
Voice AI Snapshots are a powerful tool that lets you clone your complete Voice AI setup and apply it to other sub-accounts within Chat To Clients CRM. It builds on our existing snapshot technology, extending it to include Voice AI agents, settings, workflows, and more — minus the assigned phone number. This feature is especially useful for agencies managing multiple client accounts or businesses scaling Voice AI across brands.
Key Benefits of Voice AI Snapshot
Snapshots enable fast, consistent scaling of Voice AI setups, minimizing setup time and ensuring best practices are maintained across accounts.
Clone complex Voice AI configurations instantly across sub-accounts
Maintain consistency in agent behaviors, workflows, and prompts
Save time by eliminating repetitive manual setup tasks
Reduce the risk of setup errors and misconfigurations
Scale your Voice AI setup quickly across multiple brands or clients
Enable rapid onboarding for new sub-accounts
How To Create and Apply a Voice AI Snapshot
Replicating your Voice AI setup with Snapshots takes just a few clicks. Follow these simple steps to ensure your setup is copied accurately across sub-accounts.
1. Navigate to Snapshots
From the Agency Dashboard, click on Snapshots in the main menu.
2. Create a New Snapshot
Click “+ New Snapshot.”
Select the sub-account that contains the Voice AI configuration you want to replicate.
In the components checklist, make sure to check “Voice AI.”
Click Create Snapshot to save.
3. Apply the Snapshot to Another Sub-Account
Select the sub-account you want to update.
Click Apply Snapshot and choose your previously saved Voice AI snapshot.
Confirm and wait for the setup to be copied.
Visit the Voice AI dashboard of the new account to assign phone numbers and fine-tune.
What’s Included in Voice AI Snapshots?
Voice AI Snapshots carry over your core Voice AI infrastructure while leaving out phone number assignments for flexible reassignment.
Included
Voice AI Agents and their configurations
Custom prompts and settings
Workflows that reference Voice AI actions (e.g., update contact info)
System and user-defined actions tied to the Voice AI logic
Not Included
Assigned Phone Numbers (must be added manually after snapshot application)
Frequently Asked Questions
Q: Do Voice AI snapshots include phone numbers?
No. Phone numbers are tied to specific accounts and must be manually assigned after applying the snapshot.
Q: Can I modify the Voice AI setup after applying the snapshot?
Yes. All components carried over by the snapshot can be customized as needed in the new sub-account.
Q: Are workflows using Voice AI preserved in the snapshot?
Yes. Workflows that include Voice AI triggers or actions are fully included and function the same way post-import.
Q: What happens if I apply the same snapshot to multiple sub-accounts?
Each sub-account will receive a clone of the Voice AI setup. You can then make sub-account-specific customizations.
Q: Is this feature available to all users?
Yes. Voice AI Snapshot functionality is included in the standard snapshot feature set and does not require additional licensing.
Next Steps
Assign phone numbers to your agents in the new sub-account
Customize Voice AI prompts for the sub-account’s audience
Reconnect automations or workflows unique to the new sub-account’s operations
Explore further Voice AI features like AI scheduling or voicemail drops for deeper integrations