Snapshots

Snapshots are the ultimate productivity tool for agencies and consultants. A snapshot is a comprehensive "Blueprint" of a workspace. Instead of manually setting up pipelines, forms, and automations for every new client, you can deploy a perfectly configured environment in seconds.

What is Captured in a Snapshot?

A snapshot is a deep clone of your workspace's structural DNA. You pick exactly which categories — and, within each category, which individual items — to include. Available categories:

• Account Settings & Branding — colors, logo, timezone, region, currency, default country code, lead field preset, custom fields.
• CRM — pipelines, stages, and pipeline-stage CAPI events.
• Forms — every form definition.
• Automations — workflows with all their steps.
• Bridge / Call Rules — routing rules plus matched cadence settings and hunt groups.
• Bridge Cadence Settings — attempts, intervals, business hours.
• Hunt Groups — outbound number rotations per rule.
• Webhook Endpoints — inbound webhook URLs (tokens regenerated on apply).
• Message Templates — email, SMS and call templates.
• Booking Settings — booking page configuration.
• Appointment Types — durations, colors, ordering.
• Calendars — round-robin / individual calendars (member assignments are not cloned).
• Card Field Config — visible fields on contact/lead cards.
• Lead Field Overrides — field labels, visibility, required flags, custom fields.
• Feature Visibility — which features the sub-account sees.
• Contact Settings — dedup rules, default sort and filter.
• Products — catalog items, pricing and tax.
• Coupons — discount codes (redemption counts reset).
• Invoice Templates — line-item presets.
• Payment Settings — invoice numbering, reminders, branding (no payment connections).
• Lead Source Aliases — canonical source + alias mappings.
• Social Brand Profile — tone, audience, themes, hashtags.
• AI Agents & Skills — agent instances and their custom skills.
• Meta CAPI Configs — pixel/dataset configuration (access tokens are stripped — reconnect on apply).

For each list-style category you can either include everything or tick individual items to pull only the ones you want.

Note: Personal data like Contacts, Conversations, Calls and Team Members are NEVER included in a snapshot.

Creating Your First Snapshot

1. Set up a "Master Workspace" and get it exactly how you want it.
2. Go to Settings → Snapshots.
3. Click Create Snapshot.
4. Select your "Master Workspace" as the source.
5. Give it a name (e.g., "Real Estate Lead Gen v1.0") and a version number.
6. The snapshot is now saved in your Snapshot Library.

Deploying a Snapshot

When you onboard a new client or start a new project:

1. Create a fresh, empty workspace.
2. Navigate to Settings → Snapshots and find your template.
3. Click Apply to Workspace.
4. The Pre-flight Check: The system will show a list of everything being added. You can untick specific items if you don't want them (e.g., "Apply everything except the Branding").
5. Click Confirm. Within seconds, the new workspace will be fully populated with your proven system.

Versioning and Updates

Snapshots are not static; they evolve as you improve your processes.

• Update Master: Make an improvement to a workflow in your Master Workspace.
• Refresh Snapshot: Go to the Snapshot Library and click "Update to New Version."
• Push Updates: You can then "Push" this update to all workspaces currently using that snapshot. The system is smart enough to only update the changed items without overwriting your clients' custom edits.

The Snapshot Marketplace

Myra features a built-in Marketplace where you can:

• Access Community Blueprints: Use proven setups for industries like E-commerce, Fitness, Legal, or SaaS.
• Share Publicly: If you've built a world-class system, you can publish it to the marketplace (either for free or for a fee).
• Private Sharing: Generate a "Share Link" to give a snapshot to a partner or friend without making it public.

Best Practices

• Generic Templates: In your master templates, use "Placeholders" (e.g., [Insert Company Name Here]) in your email templates so they are easy for the end-user to customize.
• Documentation: Always include a "Start Here" internal note or a video link in your snapshot to explain how the system works to the person receiving it.
• Modular Snapshots: Instead of one massive "Everything" snapshot, consider creating smaller, modular ones (e.g., a "Standard Support" snapshot and a "Sales Pipeline" snapshot) that can be combined.

FAQs

Does applying a snapshot delete existing data? No. Snapshots are "Additive." They add new pipelines and forms but do not delete existing ones. If a pipeline with the exact same name already exists, the system will ask if you want to "Skip" or "Overwrite."

Can I sell my snapshots? Absolutely. Many of our users run successful businesses selling "Business-in-a-Box" snapshots for specific niches.

Can I snapshot a workspace I don't own? No. You must have "Owner" or "Admin" permissions on the source workspace to create a snapshot of it.