How to Duplicate an Automation

Duplicating an automation allows you to reuse existing workflows, saving time and effort while maintaining consistency across campaigns. Here’s how you can quickly clone an automation in Kea:

🛠️ Steps to Duplicate an Automation

✅ Step 1: Navigate to CRM

From the side menu, click on the CRM option.

Navigate to CRM screenshot

✅ Step 2: Open the CRM Panel

The CRM dashboard will open with all available tools.

CRM dashboard screenshot

✅ Step 3: Access Automations

Click on the Automation button to view your list of automations.

Automation list screenshot

✅ Step 4: Click on the Duplicate Icon

Find the automation you want to clone and click the Duplicate button next to it.

Duplicate icon screenshot

✅ Step 5: Confirmation Message

Your automation will be duplicated instantly, and a confirmation message will appear on the screen.

💡 Tip:

Rename and customize the duplicated automation to fit your new use case.