Make it yours

IntermediateLabBlueprintsAccountsAutomationsSet up every client with Blueprints · Step 4 of 7

Estimated time · about 15 minutes|Required · Partner Center admin access, An account you can use as a model, with the products your setup needs active on it

Outcomes

✓Choose a model account to hold your setup, and keep it as the Blueprint's source

✓Decide which automations arrive on and which arrive switched off

✓Create your own Blueprint from the model account, with the components you choose

✓Update the Blueprint when the setup changes

Your best setup, captured

A Blueprint Template is a strong start for an industry. Your own Blueprint is the setup you have shaped and tested yourself: your AI Receptionist instructions, your follow-up timing, your forms. You build it on one account, and the Blueprint captures what it finds there. That account is the Blueprint's source account.

The same move covers an industry the library does not have. Set up one account for that industry the way you want it, and capture it the same way.

Build on a model account

A Blueprint captures its source account each time you update it. Keep the source as a model account: an account that exists only to hold the setup. Change it only when you mean to change the Blueprint.

Keep one model account for each industry you serve, so each Blueprint has one place where its setup lives.

Two ways to fill a model account:

1. From a template. Apply a Blueprint Template to the model account, then shape it: sharpen the AI Receptionist's instructions, adjust the automations, and add your own forms.
2. By hand. Build the setup directly on the account, component by component.

Test the setup on the model account before you capture it. Chat with its AI Receptionist the way a customer would, and run through the forms. Every account that receives the Blueprint gets what you tested.

Decide what arrives on

Automations are set to the state they have on the source account. An automation that is on in the model account is set to turn on for every account that receives the Blueprint. An automation that is off arrives Inactive, waiting for someone to review it.

Set each automation on the model account to the state you want every client to start in. Anything that speaks to your client's customers works best switched off, so you can add each business's details before it runs.

Create your Blueprint

Labcreate a Blueprint from your model account

Go to Partner Center → Accounts → Blueprints, and select Create blueprint.

1. 1.In the Create Blueprint dialog, choose Blank Blueprint, then select Next. To start from a template instead, choose the template here.
2. 2.Fill in Name, add Tags such as the industry it serves, and write a Description of what the Blueprint sets up. A Blueprint carries up to 10 tags.
3. 3.Select Add components. In the Add components panel, choose your model account as the Source account, then select Add components.
4. 4.Select the components to include. Leave out anything specific to that one account.
5. 5.Select Create.

Your Blueprint appears in My blueprints, with your model account as its source.

A few components follow rules of their own:

• Field layouts are captured only when they are customized. On the target account, the Blueprint's layout replaces that object type's layout.
• Campaigns are created once on each account and never updated by a later apply.

Knowledge Check

Three quick questions on the model account, automation states, and what a Blueprint captures.

Congratulations, you completed this step!

Set up every client with Blueprints · Step 4 of 7

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