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Duplicating a Workflow

Learn how to quickly duplicate a workflow and customize the new workflow to suit your evolving training requirements.

Scroll through the images/steps below to duplicate a workflow. 

 

Not a visual learner? No worries! Walk through the step-by-step instructions below. 
Steps:
  1. Navigate to SalesAi.
  2. Click Workflows from the left-hand menu.
  3. Locate the workflow you want to duplicate and click the three-dot menu.
  4. Select Duplicate.
  5. Review the confirmation message and click Yes, Duplicate.
What Happens Next?
  • A copy of the workflow will appear in the Workflows list.
  • The duplicated workflow will have “-1” added to the end of its name.
To Edit the New Workflow:
  1. Find the duplicated workflow.
  2. Click the three-dot menu.
  3. Select Edit.
  4. Customize the workflow as needed.

Note: Duplicating a workflow copies all existing settings and assigned agents into the new workflow, allowing you to make changes without affecting the original.