Copy, Download, and Export Snapshots

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process. For more information on the enhancements, see Strategy One (March 2025) Enhancements.

You can continue to create bots, as well as edit and use bots created in previous versions. For an introduction, see Auto Bots: Customized Stand-Alone Bots (prior to March 2025).
To enable the new bots, contact Strategy support. For an introduction to the new bots, see Auto Bots: Customized Stand-Alone Bots. For steps to create a new bot, see Create a Bot.

You can copy, download, and export a bot snapshot.

Prerequisites

A snapshot must already be saved. See Add a Snapshot.

Display the My Snapshots Panel by clicking My Snapshots at the top right of the bot.
In the My Snapshots panel, click one of the following in the toolbar below the snapshot:
- To copy the snapshot as an image, click Copy as Image .
  Copy is only supported on HTTPS environments.
- To download the snapshot as a PNG image file, click Download .
- To export the snapshot to a comma-separated value (CSV) file, click Export to CSV .
  Beginning in Strategy One (August 2025), the export limit is increased to 100,000 rows so you export larger datasets. Data with different locales is correctly displayed in the exported file; however, certain formatting details, such as color, may be lost.
- To export the snapshot to Excel, click the Export to Excel icon .
  Beginning in Strategy One (August 2025), the export limit is increased to 100,000 rows and Excel reports retain column formatting. This means you can export larger datasets while preserving the original format, including data with different locales. Certain complex custom formatting may not be supported in Excel; the exported Excel file displays it as raw, unformatted data.