If you use your CRM to manage more than one location, team, or business unit, you can now save time by packaging AI projects into snapshots and reusing them where needed. Instead of rebuilding the same setup again and again, you can copy proven AI workflows into other accounts in just a few steps.

📌 Why This Matters

For small business owners, consistency matters. If you have multiple locations or separate accounts for different services, recreating the same AI setup manually can take extra time and lead to mistakes. With snapshots, you can save a working setup once and apply it elsewhere, helping your team stay organized and get up and running faster.

✨ What’s New

• Save multiple AI projects in one snapshot: You can package several AI projects together instead of moving them one at a time.
• Reuse setups across accounts: Copy the same AI workflows into other accounts so your processes stay consistent.
• Create repeatable templates: Build a standard setup once and use it again for new locations, departments, or business units.
• Cut down on manual work: Spend less time rebuilding workflows and more time using them in day-to-day operations.

🛠️ How to Use It

1. Step 1: Open your main CRM dashboard.
2. Step 2: Go to the snapshots section from the sidebar menu.
3. Step 3: Create a new snapshot.
4. Step 4: Choose the account and select the AI projects you want to include.
5. Step 5: Save the snapshot, then import it into another account or use it when setting up a new one.

💡 Pro Tip

If one location already has an AI setup that helps your team respond faster or follow up better, copy that same setup to your other accounts so you can create a more consistent customer experience and protect revenue.