GoHighLevel Conversation AI Snapshot

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GoHighLevel Conversation AI Snapshot Guide

If you manage multiple workspaces across tools like ClickUp and GoHighLevel, being able to clone fully configured Conversation AI bots saves huge amounts of time. This guide walks you step by step through how to create a snapshot of a complete Conversation AI setup so you can reuse and share a proven bot configuration in other GoHighLevel accounts.

The process is handled entirely inside the Sub-Account and Agency views and lets you package up locations, configuration, and Conversation AI settings in a single reusable snapshot.

What is a GoHighLevel Conversation AI Snapshot?

A Conversation AI snapshot in GoHighLevel is a packaged copy of an existing Sub-Account that includes:

  • All Conversation AI agents and their settings
  • Locations and Conversation AI assignment rules
  • Associated configuration saved inside the Sub-Account

Once created, this snapshot can be imported into another account or sub-account so the same Conversation AI experience can be deployed quickly, without rebuilding it from scratch.

Prerequisites for Using GoHighLevel Conversation AI Snapshots

Before you snapshot a fully configured bot, make sure the following requirements are in place:

  • A working GoHighLevel Agency account
  • At least one Sub-Account with an active Conversation AI setup
  • Admin access to both the Agency view and the target Sub-Account

Ensure the Conversation AI bot you want to clone is completely configured and tested before creating the snapshot. The snapshot will copy the state of the Sub-Account at the time you create it.

Step 1: Open the Correct Sub-Account in GoHighLevel

Start by navigating to the Sub-Account that contains the Conversation AI configuration you want to snapshot.

  1. From the main Agency dashboard, open the Sub-Accounts list.

  2. Select the specific Sub-Account where your fully configured Conversation AI bot is active.

  3. Confirm you can see the Conversation AI section, locations, and any relevant automation or routing.

All of the core bot settings must live inside this Sub-Account; these are what the snapshot engine will copy for reuse across GoHighLevel workspaces.

Step 2: Verify the Conversation AI Configuration

Before you move to the snapshot tools, double-check that the Conversation AI bot is complete and working as intended:

  • Verify the bot is assigned to the correct locations and channels.
  • Review Conversation AI routing or fallback rules.
  • Test a few typical user flows to confirm responses are correct.

Any misconfiguration at this stage will be replicated in each new account where you import the snapshot, so it is essential to finalize the configuration first.

Step 3: Open the Agency View in GoHighLevel

Once the Conversation AI configuration is verified, you will create the actual snapshot at the Agency level.

  1. Click the profile or workspace switcher to move from the Sub-Account to the Agency view.

  2. In the Agency navigation, locate the section where snapshots are managed.

  3. Confirm that the Sub-Account you just checked is visible and selectable for snapshot creation.

The snapshot feature in GoHighLevel uses this Agency context to list all eligible Sub-Accounts that can be cloned.

Step 4: Create a New GoHighLevel Snapshot

With the Agency view open, you are ready to build the actual snapshot package.

  1. Go to the Snapshots area in your Agency menu.

  2. Click the option to Create New Snapshot or similar button available in your interface.

  3. When prompted, choose the Sub-Account that hosts the fully configured Conversation AI bot.

The system will now prepare to copy the selected Sub-Account, including the Conversation AI configuration and connected resources that are snapshot-compatible.

Naming and Describing Your GoHighLevel Snapshot

To keep your library organized, give each snapshot a clear and useful name.

  • Use a descriptive title that reflects the bot’s purpose (for example, “Real Estate Conversation AI – Lead Intake”).
  • Add a short description indicating key behaviors or use cases.
  • Include notes about any dependencies or manual post-import steps you expect to perform.

This helps you and your team quickly identify the right GoHighLevel snapshot when importing to new Sub-Accounts later.

Step 5: Confirm What Is Included in the Snapshot

During the creation flow, review what the snapshot will copy.

Typical components that can be included are:

  • Conversation AI agent configuration and global settings
  • Conversation routing and location assignment
  • Relevant Sub-Account settings that integrate with Conversation AI

Ensure you understand what may not be included (for example, items that are intentionally excluded by the snapshot engine) so you can recreate those manually after import if needed.

Step 6: Save and Generate the GoHighLevel Snapshot

Once you are satisfied with the configuration and naming, finalize the snapshot.

  1. Click Save or Create Snapshot in the snapshot wizard.

  2. Wait for the system to complete processing. The time required depends on the size of the Sub-Account.

  3. When processing finishes, confirm the new snapshot appears in your Agency snapshot list.

This new item now represents the fully configured Conversation AI bot and related settings that you can deploy in other GoHighLevel Sub-Accounts.

Step 7: Use the Snapshot in Other GoHighLevel Accounts

After the snapshot is created, you can import it wherever you need the same Conversation AI experience.

  1. From the Agency view, create or open a target Sub-Account.

  2. Navigate to the snapshot import function for that Sub-Account.

  3. Select the Conversation AI snapshot you just created and run the import.

When the import is complete, review the Conversation AI setup inside the new Sub-Account to confirm everything has transferred correctly and to update any account-specific credentials or settings.

Post-Import Checks for GoHighLevel Conversation AI

After using the snapshot in a new Sub-Account, perform these checks:

  • Update phone numbers, domains, or integrations unique to the new account.
  • Verify Conversation AI responses for that brand or client.
  • Run test conversations over each channel (SMS, chat, or others you use).

This ensures the cloned Conversation AI bot behaves correctly in its new GoHighLevel environment.

Best Practices for Managing GoHighLevel Conversation AI Snapshots

To keep your library efficient and reliable, use these ongoing practices:

  • Maintain a small set of master Conversation AI snapshots instead of many similar variants.
  • Update a snapshot when you significantly improve a bot so future imports reflect the latest logic.
  • Document which clients or Sub-Accounts are using which snapshot version.

Pairing these practices with solid project documentation in tools like Consultevo can help keep your GoHighLevel deployments consistent across agencies and clients.

Where to Find the Official GoHighLevel Documentation

For the latest interface changes, updated terminology, or feature notes, always review the official documentation. You can access the current support article on Conversation AI snapshot support directly here: GoHighLevel Conversation AI Snapshot Support.

Using that article together with this step-by-step guide will help you confidently snapshot and redeploy fully configured Conversation AI bots in any compatible GoHighLevel account.

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