Agency

Import a product into a subaccount

You can import products from your Agency library into your subaccounts. Products include agents, teams, workflows, phone numbers, custom actions, information extractor actions, call transfer actions and send SMS actions.

When you import a product, you create a new instance of it. For example, this means that if you import an agent into a subaccount, you create a new agent that isn’t connected to the original.

1

On the left-hand sidebar, click Agency.

2

On the navigation sidebar, click Products.

3

Click Import. Import a product

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.