Salesforce Docs Portal

Clone a Dialog or Dialog Step

Cloning a dialog is a quick way to build your bot. Dialog step cloning helps you set up similar dialog steps with fewer clicks.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

Bots that include similar tasks can benefit from dialog cloning. By building one time and then cloning, you can quickly customize dialogs to fit multiple automation paths.

To clone a dialog:

  1. Navigate to the Dialog tab in the Bot Builder and find the dialog to clone. Click the dropdown Clone a dialog in the action menu. next to the dialog.
  2. Select Clone Dialog in the dropdown.
    Click Clone Dialog to clone a dialog.
  3. Enter a new dialog name and API name. The bot requires a unique Dialog Name and API Name for the cloned dialog.
  4. If intent is enabled on your dialog, you can choose the destination of the intent data. You can choose to keep utterances and intent sets in the original dialog or move to the cloned dialog.
    Choose the location of your intent data.
  5. Save your work.

To clone a dialog step, hover over the Clone a dialog step. icon in the dialog step and click to clone. The cloned dialog step appears below the original dialog step.