Import Agents

This is ideal for agencies managing multiple accounts or transitioning existing setups into a white-label environment.

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Steps to Import an Agent

1. Navigate to the Agent Import Section
   • Go to the Agents tab in your dashboard.
   • Click “Import Agent”.
2. Select Agent(s) to Import
   • A list of available agents will appear.
   • You can select one or multiple agents for import.
3. Optional Settings (Before Import)
   • Import all associated phone numbers
   • Import existing call logs
4. Review & Confirm
   • Review selected agents and settings.
   • Click “Import” to begin the process.

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Best Practices

• No Duplicate Imports
  You cannot import agents that already exist in your current account or are linked to another workspace.
• Only Core Data Is Imported
  The import will include the agent’s core setup and settings only.
• Manual Setup Required for Advanced Features
  After importing, you’ll need to manually configure:
  • Function Calling actions
  • Post-call event actions
  • Web widget setups or calendar integrations (if applicable)
• Use Naming Conventions
  Rename imported agents clearly to avoid confusion and align with your project or client structure.