> For the complete documentation index, see [llms.txt](https://help.capriai.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.capriai.us/capri-portal/snapshots.md).

# Snapshots

## **Capri AI Snapshot Guide**

*Automate and share AI agents easily!*

***

### **What’s a Snapshot?**

A Snapshot is like a "copy machine" for your AI agent. It lets you:

* **Copy** an agent’s setup (prompts, triggers, actions)
* **Update** all copied agents at once
* Keep your **original agent** as the "master copy"

***

### **Step 1: Create Your Snapshot**

*(Make a master copy of your agent)*

1. Go to **Chatbots** > pick the agent you want to copy
2. Click the **3 dots** (...) at the top-right
3. Choose **“Create Snapshot”**
4. Name it (Example: “Main Support Bot”)
5. Click **“Create”** – done!

***

### **Step 2: Make New Agents from Your Snapshot**

*(Build copies fast!)*

1. Click **+ Chatbot** > **“Snapshot Build”**
2. Pick your Snapshot from the list
3. Name your new agent (Example: “Summer Sale Bot”)
4. Check **“Copy All Settings”**
5. Click **“Create Agent”**

**After creating:**

* Connect tools: Re-link calendars, phone numbers, or apps
* Turn on triggers: Go to **Triggers** > switch to “On”\
  \
  **Step 3: Update All Your Agents**

  *(Fix once, update everywhere!)*

  1. **Make Changes** Edit your original agent’s prompts, triggers, or settings
  2. **Update Your Snapshot**
  3. Go to **Snapshots**
  4. Click **“Sync with Original”**
  5. Check boxes for what to update: ☑ Prompts ☑ Triggers ☑ Actions
  6. Click **“Save to Snapshot”**
  7. **Send Updates to Agents**
  8. Click **“Sync Agents with Snapshot”**
  9. Choose which agents to update (check their names ✅)
  10. Pick what to change: ☑ Prompts ☑ Triggers ☑ Actions
  11. Click **“Sync Agents”** → Changes go live in 2 minutes!