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You’ve spent weeks tuning your Support agent: the right instructions, a polished widget, a full knowledge base. Now you need a second agent for a different product line — almost the same, but not quite. Instead of rebuilding from scratch, Duplicate it and change only what’s different. Duplicating makes a full background copy of an agent under a new name. It’s the fastest way to spin up a variant — a staging version of a live agent, a per-region clone, or a new team’s starting point.

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Prerequisites

  • You must be an organization Admin. Duplicate is an admin-only action.
  • Your plan must have a free agent slot — a duplicate becomes a new, separate agent (see Credits & plans).
  • The source agent must already be set up and have at least one document in its knowledge base.

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What gets copied

When you duplicate an agent, the copy starts as a near-identical twin — with a few deliberate exceptions. Anything tied to money or an outside service is reset so you review it before the new agent goes live, and anything tied to the original’s real-world activity is left behind.
Included (copied)Reset on the new agentNot copied
All documents and knowledge basePaid access setupChat history
Prompts and agent settingsThird-party integrationsContacts
Customization and layout
Tools and skills
The new agent also gets a fresh, empty CRM (and, for a Medical agent, a fresh health-metrics schema) — the structure carries over, but no contact records do.
Paid access and third-party integrations are switched off on the copy on purpose. If the original agent charged for access or connected to an outside service, reconfigure those on the new agent before you share it. See Paid agents and Integrations.

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Duplicate an agent

1

Open the agent's menu

On the Agents dashboard, find the agent you want to copy and open its ⋯ (more) menu. You’ll see Share, Embed, Duplicate, Rename, and Delete.
Agent card overflow menu showing Share, Embed, Duplicate, Rename, and Delete
2

Choose Duplicate

Select Duplicate. The Duplicate Agent dialog opens, titled “Make a copy of [your agent].”
3

Name the copy

Enter a New agent name. A2V2 pre-fills a unique name with a (Copy) suffix — if that’s taken it suggests (Copy 2), (Copy 3), and so on. The name must be unique within your organization and 100 characters or fewer.The dialog also lists exactly what’s Included, Reset on the new agent, and Not copied, so there are no surprises.
Duplicate Agent dialog with the New agent name field and the Included, Reset, and Not-copied disclosure
4

Start the copy

Select Duplicate to confirm. Copying runs in the background, so you can keep working — you don’t have to wait on the dialog.
5

Watch it build

A Duplicating… card appears on your dashboard with a live progress percentage. When it finishes, you’ll see “[name] is ready” and the new agent appears in your list, ready to open and edit.
Large knowledge bases take longer to copy — usually a few minutes, since every document and its search index are re-created for the new agent. The progress card keeps you posted; there’s no need to refresh or wait on the page.

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Cancel a copy in progress

Changed your mind while it’s still building? Select Cancel on the Duplicating… card. A2V2 stops the job and removes the half-built new agent — you’ll see “Duplication cancelled and the new agent has been removed.” Nothing about the original is affected. Cancelling is admin-only, the same as starting a copy.

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Troubleshooting

The most common reason is no free agent slots: the menu shows the hint “No agent slots left.” A duplicate is a new agent, so it needs an open slot — remove an unused agent or upgrade your plan (see Credits & plans). Duplicate is also unavailable while the source agent is still being set up — wait for it to finish provisioning.
You can only run one active copy of a given agent at a time. Wait for the current Duplicating… card to finish (or cancel it), then start the next copy.
The source needs at least one document in its knowledge base, and its document count can’t exceed your plan’s per-agent document limit. Add a document to an empty agent, or check your plan’s limits, then try again.
Agent names must be unique within your organization. Accept the suggested (Copy) name or enter a different one (100 characters or fewer).
Duplicating is an Admin-only action. If you’re not an organization Admin, ask one to run the copy for you (see Members & roles).

Create an agent

Start a brand-new agent from scratch instead.

Knowledge base

The documents that carry over — and how to add more.

Paid agents

Reconfigure paid access on the copy (it’s reset).

Integrations

Reconnect third-party services on the copy (also reset).