Snapshot for Conversation AI | Clixio Changelog

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Introduction

We’ve introduced Snapshot for Clixio Conversation AI, allowing users to seamlessly replicate their Conversation AI configurations across subaccounts. This enhancement builds on our existing snapshot functionality, making it easier than ever to scale and manage Conversation AI setups efficiently.

Enhanced Snapshot Feature for Conversation AI Bots

Additionally, we’ve enhanced the snapshot feature for Conversation AI bots, enabling users to efficiently replicate their fully configured bots across subaccounts. This update simplifies bot management, reduces setup time, and ensures consistency in bot performance.

  • Conversation AI Bots – Replicates all bots present in a subaccount
  • Settings – Transfers all settings except the assigned business name
  • Prompts & Actions – Ensures AI interactions remain intact
  • Workflows & Triggers – Automatically transfers workflows linked to the AI
  • Custom & Standard Fields Handling – Ensures data consistency
  • Primary Bot Handling – If no primary bot exists in the new subaccount, the primary bot from the snapshot will be set as the primary bot
  • Knowledge Base & FAQs – Included as separate components
  • Conflict Handling – Provides options to overwrite or skip agents with existing configurations

Handling Conflicts & Edge Cases

  • Bot Name Conflicts – If the target subaccount has a bot with a conflicting name, users must resolve the conflict manually
  • Missing Calendars – The system will prompt users to reconfigure settings for appointment booking
  • Primary Bot Exists – If a primary bot is already active, the system will not override it

Error Handling & Notifications

If any components fail to transfer, users receive clear messages to reconfigure settings:
Errors will be visually highlighted with red font, an error tag, and an alert symbol

  • Faster Deployment – Set up Conversation AI across subaccounts in minutes
  • Consistency – Maintain uniform AI behavior and performance
  • Simplified Management – Reduce manual configuration efforts
  • Streamlined Adoption – Encourages greater use of AI by making setup easier and more scalable

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