Agency

Import Products

Types of products

You can import products from your Agency library into your subaccounts. Products include:

  • Agents
  • Workflows
  • Phone Numbers
  • Actions (Custom Actions, Information Extractors, Call Transfers, Send SMS)

To import a product into a subaccount, follow these steps:

1

On the left-hand sidebar, click Agency.

2

On the navigation sidebar, click Products.

3

Click Import.

4

Choose the subaccount you want to import a product into. Next, select the type of product to import and then choose one from your library.

5

Click Import.

Depending on the product, you create a duplicate of it or transfer the product from your workspace to the corresponding subaccount.

Importing Agents

Importing an agent to a subaccount creates a duplicated version, leaving the original untouched.

All settings will be duplicated except for the post-call webhook and the actions attached to that agent

Importing Workflows

Importing a workflow to a subaccount creates a duplicated version, leaving the original untouched.

Importing Phone Numbers

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 phone numbers into subaccounts is not supported when your agency workspace has a custom Twilio integration. However, you can manage each subaccount’s Twilio credentials directly from the agency portal.

Importing Actions

Importing an action (Custom Action, Information Extractor, Call Transfer, or Send SMS) creates a duplicated version, leaving the original untouched.

Native Actions

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. Import Native Action