Snapshots

Capri AI Snapshot Guide

Automate and share AI agents easily!

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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"

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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!

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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!

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