# 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. - Source: https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-clone-and-share-agent-studio-agents-using-snapshots - Section: AI Employee / Agent Studio - Reading time: 4 min - Images: 10, each explained below - Modified on Fri, 26 Jun at 10:41 AM --- 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?](#what-are-agent-studio-snapshots) - [Key Benefits of Using Snapshots with Agent Studio](#key-benefits-of-using-snapshots-with-agent-studio) - [How to Create an Agent Snapshot](#how-to-create-an-agent-snapshot) - [How to Load Agent Snapshots into Sub-Accounts](#how-to-load-agent-snapshots-into-sub-accounts) - [Option 1: Load Into a Single Sub-Account](#option-1-load-into-a-single-sub-account) - [Option 2: Push Snapshot to Multiple Sub-Accounts](#option-2-push-snapshot-to-multiple-sub-accounts) - [Conflict Resolution During Import](#conflict-resolution-during-import) - [Snapshot Versioning and Refresh](#snapshot-versioning-and-refresh) - [Sharing or Selling Agent Snapshots](#sharing-or-selling-agent-snapshots) - [What Is Not Included in Snapshots](#what-is-not-included-in-snapshots) - [Permissions Required](#permissions-required) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#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 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066819121/original/HleAevJiPdYqrKr6yERei_HgxdWf0ItOwA.png) **Step 1: Go to Account Snapshots (image 1 of 10)** 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. - What to click: Switch to Agency View Navigate to Account Snapshots Click Create New Snapshot - Controls: Agency View, Account Snapshots, Create New Snapshot - Next: Enter a Snapshot Name Select the Sub-Account that contains your agent Click Next Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066819528/original/-3Nvfr6v8TfkHQUk8mvZX-TdVC2J8AiqVQ.png) **Step 2: Name and Select Source Account (image 2 of 10)** 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. - What to fill in: Enter a Snapshot Name Select the Sub-Account that contains your agent Click Next - Controls: Next - Next: 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. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066819942/original/SlEEvHp3IJoXKKHX2SHt6bdpcEMP-LjuDw.png) **Step 3: Select Agent Studio Assets (image 3 of 10)** 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…. - What this covers: The system will package the selected agents and assets into the snapshot. - Fields: Expand the Agent Studio category - Controls: Agent Studio, Create - Next: 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. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838299/original/awGX4bvcPjZjTuR9X__U2w4lnVrFoZQHVg.png) **Step 3: Select Agent Studio Assets (image 4 of 10)** 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. - What this covers: The system will package the selected agents and assets into the snapshot. - Fields: Expand the Agent Studio category - Controls: Agent Studio, Create - Next: After creation, you can view the snapshot details screen. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838348/original/b3ysmTJbUNGOoaztWYjLZTm_vmWP-0x0dw.png) **Step 1 of 5: Go to Agency View → Sub-Accounts** 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. - Where to go: Go to Agency View → Sub-Accounts - Controls: Agency View → Sub-Accounts, three-dot, Manage Client, Actions → Load Snapshot, Agent Studio - Next: Click the three-dot menu beside the account. Select Manage Client option. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838382/original/TY9XBjHiWjLqh5z1i1EhWozAjazwGEWjTA.png) **Step 2 of 5: Click the three-dot menu beside the account. Select Manage Client option** 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. - What to choose: Click the three-dot menu beside the account. Select Manage Client option. - Controls: three-dot, Manage Client, Agency View → Sub-Accounts, Actions → Load Snapshot, Agent Studio - Next: Choose Actions → Load Snapshot Full 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. Choose**Actions → Load Snapshot** ![Step 3 of 5: Choose Actions → Load Snapshot](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838434/original/1nJUggswqmXRs19WqKdwhOfQBO62tkAL0g.png) **Step 3 of 5: Choose Actions → Load Snapshot** 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. - What to choose: Choose Actions → Load Snapshot - Controls: Actions → Load Snapshot, Agency View → Sub-Accounts, three-dot, Manage Client, Agent Studio - Next: Select your snapshot. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838458/original/TDnGVjFheDThnS-zlInvlNm74t6egphrHA.png) **Step 4 of 5: Select your snapshot** 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. - What to choose: Select your snapshot. - Controls: Agency View → Sub-Accounts, three-dot, Manage Client, Actions → Load Snapshot, Agent Studio - Next: Select the Agent Studio category (or Select All). Confirm import Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838579/original/0RPunN1c3JMGsagchAbL1iJPIyxUvG1xFg.png) **Step 5 of 5: Select the Agent Studio category (or Select All). Confirm import** 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. - What to choose: Select the Agent Studio category (or Select All). Confirm import - Controls: Agent Studio, Agency View → Sub-Accounts, three-dot, Manage Client, Actions → Load Snapshot Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066838680/original/5HmXCmjbP5dgBLNWv7Loo3FNE4t4psGl_Q.png) **Option 2: Push Snapshot to Multiple Sub-Accounts (image 10 of 10)** 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. - What this covers: This method allows bulk deployment. - Fields: Proceed through conflict check - Controls: Account Snapshots, Push Snapshot - Next: If an asset with the same name already exists in the target account, GHL Customer Care will prompt you to resolve conflicts. Full 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. --- ## **Related Articles** - [Snapshots Overview](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview) - [Creating New Snapshots in GHL Customer Care](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-new-snapshots-in-ghl-customer-care) - [How to Share Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-share-snapshots) - [How to Load Snapshots into Existing Accounts](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/load-snapshots-into-existing-sub-account) - [How to Use the AI Agent Studio in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/overview-of-flow-agents-in-agent-studio) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com