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What is a snapshot, and how do I use the snapshot library?

A snapshot is a template of a complete setup for a type of business, such as its AI agents, automations, websites and funnels. Go to Library, then Snapshots, to see the snapshots in your account.

You can load a snapshot on your own account, on client accounts or on sub-accounts, and you can resell them. Using a snapshot in your accounts has no per use charge, and you can use it as often as you like. What runs inside it is billed as normal, for example an AI agent from a snapshot that answers the phone still has its normal per minute cost.

You can adapt any snapshot to other businesses. For example, a basement waterproofing snapshot is a home services setup you can apply to any type of home services company, or even outside home services. Another example is a personal injury law firm snapshot that follows up with clients once a week to make sure they attend their treatment.

Snapshots are battle tested, so you get something to demo and advertise that already works instead of building and optimizing it yourself over months.

Updated October 21, 2026More in White Label & SaaSAll FAQs