How do I duplicate or delete an AI agent?

Last updated: November 5, 2026

You can duplicate an AI agent when you want to reuse an existing configuration, or delete an agent when it is no longer needed. Review channel assignments and active workflows before deleting an agent.

Before you start

  • Confirm whether the agent is assigned to any phone channel, inbox, workflow, or sequence.

  • Use duplication when you want a safe starting point for a new version or variant.

  • Delete only agents that are no longer used in production workflows.

Duplicate an AI agent

  1. Open Agents.

  2. Find the agent you want to copy.

  3. Open the agent actions menu.

  4. Select Duplicate.

  5. Rename the duplicated agent so it is easy to distinguish from the original.

  6. Review instructions, tools, knowledge bases, channels, and settings.

  7. Save and preview the duplicated agent before using it live.

Delete an AI agent

  1. Open Agents.

  2. Select the agent you want to delete.

  3. Confirm the agent is not assigned to live channels or workflows.

  4. Open the agent actions menu or settings.

  5. Select Delete.

  6. Confirm the deletion.

Tips

  • Duplicate before making large experimental changes.

  • Rename duplicated agents immediately to avoid confusion.

  • Deactivate or unassign an agent before deleting it from production use.

  • Keep the original agent until the replacement has been tested.

Troubleshooting

  • You cannot delete an agent: Check whether it is still assigned to a channel or workflow.

  • The duplicated agent behaves unexpectedly: Review inherited tools, knowledge bases, and instructions.

  • A deleted agent was still needed: Recreate it from a duplicate or version history if available.