Nov 12 • Tips & Tricks
The best way to manage multiple snapshots and bots
Snapshots are a little bit of magic
Install them into your agency account and then push them through to a subaccount and you can magically have whole new workflows, forms, web pages and more.
But sometimes it can be confusing.
There's often a question about whether one snapshot will conflict with another and what will happen.
And sadly it is possible if you are getting snapshots from different places.
But I wanted to share some details about how I look/think about snapshots when I create them and build my bots.
- I identify what custom fields and values I need for the bot, like a field for conversation history, or the first message to be sent
- I create them with a naming structure that reflects the bot like "Reputation Convo History" or "Demo Tool - First Message"
- I create folders for the custom fields and values
- I repeat the same process for workflows - separate naming for each bot to minimise conflicts
This way, I can have multiple bots installed into the same subaccount for a client without any conflicts.
Hope it helps!
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The best way to manage multiple snapshots and bots
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