Prerequisites
- The
idof the agent whose campaign you are copying. - The
locationIdof the target project. It can be the same project. See Agencies, projects and sub-accounts. - The target project is connected. A
disconnectedproject cannot receive a campaign. - An API key with
agents:write.
Step 1: Choose what to copy
Pick
everything when in doubt. It costs nothing extra and keeps the two
clients’ agents apart.
Step 2: Pick the trigger tags
activeTags sets the trigger for the clone. One rule decides them: a tag
drives one campaign per sub-account.
- Cloning into a different sub-account: the same tags are fine, and usually what you want.
- Cloning into the same sub-account: use different tags, or the two campaigns would compete for the same contacts.
Step 3: Clone
Call Clone agent:mode applied, the new campaignId, the agentId
that owns it, and the full agent and campaign records. In campaign mode
the agentId is the source agent’s. In everything mode it is the new
agent’s.
The request accepts an Idempotency-Key header. Send one, and a retry after a
timeout returns the same clone instead of a second one.
Step 4: Re-point what does not travel
A copy is not a twin. Three things are per sub-account and need your attention before the clone goes live.- Phone numbers. The clone’s
fromNumbersis empty. Assign or buy one. See Phone numbers and caller ID. - Calendars, tags and fields. Ids are per sub-account, so a booking skill pointing at the source’s calendar, or a workflow node moving to the source’s pipeline stage, has to be re-pointed at the target’s. Look them up with GoHighLevel resources.
- Live state. The clone starts paused. Test it, then set
active: true.
Next steps
- Test your agent before the first lead does.
- Go live for the three things a campaign needs.
- Master Agent when copies must stay in step.
