You can import products from your Agency library into your subaccounts. Products include:
To import a product into a subaccount, follow these steps:
Depending on the product, you create a duplicate of it or transfer the product from your workspace to the corresponding subaccount.
Importing an agent to a subaccount creates a duplicated version, leaving the original untouched.
Importing a workflow to a subaccount creates a duplicated version, leaving the original untouched.
Importing an agent to a subaccount transfers the phone number from the original workspace to the subaccount. This means the phone number becomes unavailable for the agency workspace. To bring it back, simply select the phone number and remove it from the subaccount in question.
For API instructions, refer to the API reference.
Importing an action (Custom Action, Information Extractor, Call Transfer, or Send SMS) creates a duplicated version, leaving the original untouched.
When importing an action, you can choose to have it automatically attached to newly created agents to streamline the creation of templated agents. To do this, check the box to make the action native.
