Duplicate Workflow and Agent

This guide will walk you through the steps to duplicate workflows and agents within the Phones platform. Use this feature to create reusable templates, assign new phone numbers, or test different agent setups efficiently.

Duplicating a Workflow

Follow these steps to create workflow templates that can be reused across different accounts or organizations.

Steps:

1. Navigate to the Workflows Tab

• Go to the Agent Design page on the left panel and select Workflows.

2. Select the Workflow to Duplicate

• Choose a workflow that you want to use as a template.

3. Save the Workflow as a Template

• Click Save as Template and follow the prompts:

• Name your template.

• Choose whether to make it public (available to others) or private (for internal use).

• Assign a category and tags to help organize your template.

• Provide a description for easy identification.

4. Using the Template

• Once saved, the template will appear when you create new workflows.

• Search for it by name or browse templates by category.

Duplicating an Agent

You can also duplicate entire agents to assign new phone numbers or test different setups.

Steps:

1. Go to the Agent Switcher Tab

• Use the Agent Switcher to view all available agents or create a new agent.

2. Create a New Agent

• Click New Agent to set up an additional instance.

3. Duplicate an Existing Agent

• Select the agent you want to duplicate by clicking the Duplicate button.

4. Assign to an Organization

• If you manage multiple organizations, select the one to assign the duplicated agent.

Note: If you only manage one organization, this step may be skipped.

5. Assign a New Phone Number

• Choose a new phone number for the duplicated agent.

This is useful if you have a new customer or want to route calls differently.

6. Modify the Agent as Needed

• After duplication, you can make changes to the agent’s settings and configurations.

Use Cases for Duplicating Agents

• New Customer Setup: Quickly create a similar agent with a new phone number for a new client.

• A/B Testing: Test different call flows with identical agents to measure performance.

• Alternative Routing: Assign different phone numbers to test call handling strategies.

Need More Help?

If you encounter any issues or need further assistance, visit our help desk at  help.phonely.ai .

Stay tuned for more tutorials to help you manage your AI agents effectively!