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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.

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

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

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

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

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

 to view all available agents or create a new agent.

	•	Select the agent you want to duplicate by clicking the 

	•	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.

	•	Choose a new phone number for the duplicated agent.

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

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

 Quickly create a similar agent with a new phone number for a new client.

 Test different call flows with identical agents to measure performance.

 Assign different phone numbers to test call handling strategies.

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

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

Workflows

Duplicate Workflow and Agent