How to import touchpoint configurations

Copy configuration settings between widgets to jump start the configuration of your new widget.

You can easily copy the configuration settings of a touchpoint from another touchpoint. This allows you to test a touchpoint and then seamlessly migrate it to a widget in a live environment.

  1. In the Bold360 AI platform, go to Touchpoints > Widgets.
  2. Click Personalize under the widget type that you want to update.
  3. Select a knowledge base or URL to update.
  4. Click Import Settings above the touchpoint settings.
  5. Select the knowledge base or URL of which settings you want to copy.
  6. Click Import.