> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thinkrr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# V4 Snapshot Setup

> Learn how to install the thinkrr Demo Snapshot (v4) in GoHighLevel, explore its included assets, and use it to quickly jumpstart your workflows.

## Overview

<iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/1h-pF5T3QwY" title="YouTube video player" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

In **GoHighLevel**, a snapshot is a saved template of a complete account setup. It includes funnels, workflows, pipelines, calendars, tags, triggers, and other configurations. Snapshots are designed to quickly and consistently replicate setups across multiple subaccounts.

Thinkrr provides the **thinkrr Demo Snapshot v4** as a starting point for agencies and clients. This snapshot installs a preconfigured package of assets designed to demonstrate thinkrr’s integration with GoHighLevel and give you a strong head start.

This guide covers:

1. Installing the thinkrr Demo Snapshot into your agency account
2. Loading the snapshot into a subaccount
3. Reviewing the included assets after installation

***

## Setup Guide

<Steps>
  <Step title="Install the thinkrr Demo Snapshot">
    * Begin by clicking the installation link provided by Thinkrr: [**Snapshot V4**](https://affiliates.gohighlevel.com/?fp_ref=thinkrr-ai69\&share=LaYcHjJTgqZMsAwO8tT9)
    * Once installed, the snapshot will appear under **Imported Snapshots** in your GoHighLevel account.
    * If you created the snapshot yourself, it will appear under **My Snapshots**.
    * Look for **thinkrr Demo Snapshot V4**

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/Snapshots.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=2fa0c53c9987717541943ccbf8c21f11" alt="Imported Snapshots Pn" width="3336" height="1128" data-path="Snapshots.png" />
    </Frame>
  </Step>

  <Step title="Switch Into a Subaccount">
    * By default, you’ll start in **Agency View**.
    * Click **Subaccounts** in the sidebar menu.
    * Select the subaccount you want to work with (for example, *John Doe Enterprises*).

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/Sub-Accounts.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=567aa23741f776ad7676be8c67a2775d" alt="Subaccounts Pn" width="3342" height="1072" data-path="Sub-Accounts.png" />
    </Frame>
  </Step>

  <Step title="Open Actions Menu">
    * Inside the chosen subaccount, click the **Actions** button in the top right corner.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/1US3RfwxVfhZN5Pa/images/ExampleSub.png?fit=max&auto=format&n=1US3RfwxVfhZN5Pa&q=85&s=5e72810f8caafd93aab1abca67e5d2b2" alt="Example Sub Pn" width="3340" height="1274" data-path="images/ExampleSub.png" />
    </Frame>
  </Step>

  <Step title="Select Load Snapshot">
    * From the dropdown, select **Load Snapshot**.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/Click-Load.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=174b880b5436e8f599af42c77821b644" alt="Load Snapshot Pn" width="614" height="500" data-path="Click-Load.png" />
    </Frame>
  </Step>

  <Step title="Choose Snapshot Version">
    * From the list, choose **thinkrr Demo Snapshot v4** (or the most up-to-date version available).
    * Then click **Proceed**.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/1US3RfwxVfhZN5Pa/images/ChooseV.png?fit=max&auto=format&n=1US3RfwxVfhZN5Pa&q=85&s=8a5d10d540a36c95288447f32db20594" alt="Choose V Pn" width="1132" height="780" data-path="images/ChooseV.png" />
    </Frame>
  </Step>

  <Step title="Review Snapshot Assets">
    * Next, you’ll see a **summary of assets** to be imported with the snapshot.
    * Review the list of funnels, workflows, pipelines, calendars, and other components.
    * You may skip assets you don’t want to import by deselecting them.
    * The exact list of assets will vary depending on the snapshot version.
    * Once you’re satisfied with the selection, click **Proceed** again.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/1US3RfwxVfhZN5Pa/images/Summary.png?fit=max&auto=format&n=1US3RfwxVfhZN5Pa&q=85&s=0f67dfb800b63de63d90c5a6ced9bc05" alt="Summary Pn" width="1122" height="1434" data-path="images/Summary.png" />
    </Frame>
  </Step>

  <Step title="Resolve Conflicts (if any)">
    * You’ll see a **Checking for Conflicts** screen.
    * If there are **no conflicts**, the snapshot won’t overwrite anything in your account.
    * If conflicts appear, review and resolve them before proceeding.
    * After resolving, click **Proceed**.
    * You’ll receive a notification once the snapshot is fully loaded — this usually happens quickly.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/conflicts.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=dd5a5bf43d54da7e9637b8af928709e1" alt="Conflicts Pn" width="1136" height="830" data-path="conflicts.png" />
    </Frame>
  </Step>

  <Step title="Confirm Installation">
    * Switch back into your subaccount and confirm that the assets have been installed.

          <Frame>
            <img src="https://mintcdn.com/thinkrrai/GdGvuTnawSlfJITy/images/confirm.png?fit=max&auto=format&n=GdGvuTnawSlfJITy&q=85&s=42ff169d44bb7cf0491ae59729a8e465" alt="Confirm Pn" width="1873" height="758" data-path="images/confirm.png" />
          </Frame>
    * Continue below to review what’s included in the thinkrr Demo Snapshot v4.
  </Step>
</Steps>

***

## Assets Included After Installation

### Calendars

* A demo calendar is included for **testing and demonstration purposes**.
* We strongly recommend connecting your own calendar for real use, but this sample calendar is provided by default.

<Frame>
  <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/calendars.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=960a68c5532a3cf3239e82bf9fb6c735" alt="Calendar Demo Pn" style={{ width:"100%" }} width="1920" height="1080" data-path="calendars.png" />
</Frame>

### Opportunities

* Prebuilt **pipelines** are provided to help track lead progress across different sales or support stages.
* These give you a ready-made structure to begin managing leads and client opportunities.

<Frame>
  <img src="https://mintcdn.com/thinkrrai/4UL4C-uG_ypsO0Ua/pipelines.png?fit=max&auto=format&n=4UL4C-uG_ypsO0Ua&q=85&s=964b30376bdb4180658d98eca85a8759" alt="Pipelines Pn" width="1920" height="1080" data-path="pipelines.png" />
</Frame>

### Automations

* A dedicated folder contains **preconfigured workflows**.
* These workflows include:
  * Outbound call sequences
  * Inbound call triggers
  * A demo form connected to one of the preset funnels

<Frame>
  <img src="https://mintcdn.com/thinkrrai/4UL4C-uG_ypsO0Ua/workflows.png?fit=max&auto=format&n=4UL4C-uG_ypsO0Ua&q=85&s=1baee2fdcd39f53f8fbddf78bcc4c088" alt="Automations Demo Pn" width="1920" height="1080" data-path="workflows.png" />
</Frame>

### Funnels

* Funnel templates are available under the **Sites** section.
* These funnels are designed to plug directly into the automation flows provided in the snapshot.

<Frame>
  <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/funnels.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=2d8b417199484c9d15d53ff9f9960088" alt="Funnels Pn" width="1920" height="1080" data-path="funnels.png" />
</Frame>

### Settings

* The snapshot also installs a large set of **custom fields** and **custom values**.
* These fields allow you to capture and manage data throughout your workflows with flexibility.

<Frame>
  <img src="https://mintcdn.com/thinkrrai/u29ezDnV_RlpqyBy/customfields.png?fit=max&auto=format&n=u29ezDnV_RlpqyBy&q=85&s=34242559ff6ae3be52ec884f04511b8f" alt="Custom Fields Pn" width="1920" height="1080" data-path="customfields.png" />
</Frame>

***

## Notes & Recommendations

* **Snapshots are versioned.** Always choose the most recent version (e.g., thinkrr Demo Snapshot v4).
* **Test first.** The demo assets are provided to help you experiment. Replace demo calendars and sample values with your own for live use.
* **Conflicts.** If conflicts appear during installation, review them carefully to avoid overwriting existing setups.

***

## FAQs & Troubleshooting

### General Questions

<Accordion title="What is a snapshot in GoHighLevel?" icon="message-question" iconType="duotone">
  A snapshot is a complete package of funnels, workflows, pipelines, calendars, and configurations. It allows agencies to replicate account setups quickly across subaccounts.
</Accordion>

<Accordion title="Which version of the thinkrr Demo Snapshot should I install?" icon="message-question" iconType="duotone">
  Always install the latest available version (currently v4). Newer versions may include updated assets or fixes.
</Accordion>

### Configuration

<Accordion title="Do I have to import every asset in the snapshot?" icon="gear" iconType="duotone">
  No. During installation, you can review the list of assets and deselect any you don’t want to import.
</Accordion>

<Accordion title="What if there are conflicts during installation?" icon="gear" iconType="duotone">
  If conflicts appear, review them carefully. You can skip overwriting existing assets or adjust as needed before proceeding.
</Accordion>

### Usage and Results

<Accordion title="What should I do after installing the demo snapshot?" icon="book-open" iconType="duotone">
  Replace demo calendars, funnels, and values with your own production assets. The demo setup is for testing and demonstration only.
</Accordion>

<Accordion title="Where can I find the assets once installed?" icon="book-open" iconType="duotone">
  * Calendars appear in the **Calendars** section.
  * Pipelines are under **Opportunities**.
  * Workflows are in **Automations**.
  * Funnels are in the **Sites** section.
  * Custom fields and values are listed in **Settings**.
</Accordion>

***

For additional questions or guidance, try using our [**Virtual Support Agent**](/Thinkrr-Support-Agent)! Available 24/7 to help resolve most issues quickly at [thinkrr.ai/support](https://thinkrr.ai/support).

If you still need assistance, visit our support site at [help.thinkrr.ai](http://help.thinkrr.ai) and submit a [Ticket](/Support-Ticket-System) or contact our team directly at [hello@thinkrr.ai](mailto:hello@thinkrr.ai).
