Skip to main content
If you need a second assistant with similar settings — maybe for a different phone number, location, or slight variation in behavior — you can duplicate an existing one instead of starting from scratch. Duplicating copies all of the original assistant’s configuration into a new assistant that you can then customize.

​
How to duplicate an assistant

There are two places you can duplicate from:

​
From the assistants list

  1. Go to Assistants in your dashboard
  2. Find the assistant you want to duplicate
  3. Click the three-dot menu (the vertical dots icon) on the right side of the row
  4. Click Duplicate

​
From the assistant detail page

  1. Go to Assistants and click on the assistant you want to duplicate
  2. Click the three-dot menu in the top-right corner of the page
  3. Click Duplicate

​
Naming your copy

After clicking Duplicate, a dialog appears asking you to name the new assistant. By default, it suggests the original name with “(Copy)” appended — for example, “HVAC Receptionist (Copy).” Change the name to something descriptive, then click Duplicate. The new assistant is created and you’ll be taken back to the assistants list.

​
What gets copied

When you duplicate an assistant, the new copy includes:
  • System prompt
  • Greeting message
  • Voice selection
  • Tone and style setting
  • Smart questions configuration
  • Booking and calendar settings
  • Transfer configuration
  • Knowledge base connections

​
What does NOT get copied

  • Phone number — The new assistant does not get a phone number automatically. You’ll need to assign one separately.
  • Call history — The duplicate starts fresh with no call logs or activity.

​
When to use duplication

  • Multiple locations. You run the same business at two locations and want each one to have its own assistant with a different greeting or phone number.
  • A/B testing. You want to try a different tone or set of questions and compare the results.
  • Seasonal variations. You want a holiday version of your assistant with a modified greeting or hours, while keeping the original intact.
  • Team-specific assistants. You want separate assistants for sales and support, but they share most of the same configuration.

​
Tips

  • Rename it right away. A descriptive name makes it much easier to tell your assistants apart in the list.
  • Review the copy before going live. Open the duplicated assistant and check each tab to make sure everything looks right. Adjust anything that should be different from the original.
  • Locked assistants cannot be duplicated. If an assistant shows a “Locked” badge, it cannot be duplicated until the lock is resolved.