Context

You want to create a copy of an existing template in AiPrise to customize it for different use cases, such as different customer segments, countries, or verification requirements, while maintaining the same basic structure.

Answer

You can duplicate templates in AiPrise using the Clone Template feature directly from the dashboard. Here's how to do it:

1. Go to dashboard.aiprise.com

2. Navigate to the Templates section

3. Find the template you want to duplicate

4. Click on "Clone Template"

After cloning, you can rename the template and customize it for your specific needs.

What if I can't see the "Clone Template" option?

If you don't see the Clone Template button, this is likely a permissions issue. You need the Template (Create/edit) permission enabled for your role.

To resolve this:

1. Contact any of your account's administrators

2. Ask them to go to Team > Roles > [Your Role] > Permissions

3. Have them toggle on the Template permission for Create/Edit

Once the permission is enabled, you'll be able to see and use the Clone Template feature.

Can I rename a cloned template?

Yes, you can rename cloned templates after creating them. Simply edit the template settings and update the name field as needed.