How to Load a Snapshot into your GoHighLevel Sub-Account

Understand the steps for loading the SalesAi Voice snapshot into your GHL account.

  • Make sure you are in the Agency View, then, Select Sub-Accounts

  • Find the Sub-Account you would like to add the Snapshot to. Click on the Triple Dots at the bottom right of the Sub-Account.
  • Click on Manage Client
  • Click on Actions
  • Select Load Snapshot
  • Select the Imported - Master SalesAI Snapshot. It will be under Imported rather than Own for you.
  • Select Proceed
  • Select All Assets and click on Proceed
  • There should not be any conflicts for new accounts. If there are, you may skip those options. Click Proceed

  • It will now copy the data over to your Sub-Account!