Duplicate an Agent

Learn how to quickly clone an existing agent to save time on configuration.

SalesAi Resource Enablement
5 steps
35 seconds

Salesai

Duplicating an agent is a great way to quickly tailor messaging for multiple audiences while keeping a consistent foundation. Instead of building from scratch, you can reuse an existing agent and make only the necessary adjustments—saving time and minimizing prompt updates.

Navigate to SalesAi.

Click **My Agents** on the left-hand side.

Locate the agent your wish to duplicate. **Click the 3 little dots**, then choose **Duplicate.**

Review what duplicating an agent means. When ready, click **Duplicate Agent.**

**Duplicating agents will *not* duplicate phone numbers. You must assign a new phone number to the duplicated agent.**

Knowledge Assets are **not included** when duplicating an agent. After duplication, you'll need to **manually reassign any Knowledge Assets** to the new agent.

Your duplicated agent will then appear in the home screen of My Agents. To customize and assign a number to the duplicated agent, **click the 3 little dots** and choose Edit. Proceed customizing.