Build a client setup once, reuse it forever
Capture a workspace's workflows, templates, sites, forms, calendars and agents, and apply it to a new or existing client in a click. Customer data never comes along.
Snapshots
Sample data
Home services starter
From Northwind Roofing · updated Oct 18
14 workflows
6 pages & funnels
4 forms
3 calendars
2 AI agents
22 email templates
Pipelines & stages
Custom fields
Contacts, conversations and payments are never included.
Snapshots is included.
So is every other module, in one app.
- $0 to self-host, forever
- Your own keys, no markup
- Sandbox mode: try it with zero keys
What you can do
Everything that matters
Every module contributes: workflows, pages, forms, calendars, agents and more.
New or existing
Spin up a new client from a snapshot, or apply one to a workspace that's already running.
Re-apply safely
Items that already exist are skipped, so applying a snapshot twice adds nothing.
Links rewired for you
Forms, calendars, payment links and chat widgets inside copied pages point to the new client's copies.
Secrets left behind
Keys, phone numbers and people are removed and listed as 'needs setup'. No customer data is copied.
Import report
See what was copied, updated or skipped, with history for every apply. Export a snapshot as a file.
Questions about Snapshots
Can agencies use Imago for clients under their own brand?
Self-hosted, you can run workspaces for your own clients today, with snapshots to clone your setup and Login as to support them. The Agency plan (Release 3) adds hosted sub-accounts, white label with your brand and domains, and rebilling clients for usage at your own markup through Stripe Connect.
Can I copy one client's setup to another?
Yes. Snapshots capture workflows, pages, forms, calendars and agents and apply them to a new or existing workspace. Links are rewired to the new copies and no customer data is copied.