Copy Model – RevOS Documentation & Support

Overview

The new Copy Model feature in RevOS allows users to duplicate an existing model within the same workspace. This provides an easy way to create new models with identical configurations without manually setting up all attributes again. This feature can also be useful if you want to do a quick experiment on the model but fear that changes could lead to the unexpected results.

The copied model retains all settings, views, and filters but does not include historical data. This ensures that the copied model starts as a fresh instance while preserving all essential elements of the original. Model copy will also copy data from the custom columns you created, however data from external systems, e.g. HubSpot, Intercom, Zendesk or any other system you integrated will not be copied / cloned.

When is it useful to copy a model?

The Copy Model feature is useful for:

Creating a new version of a model without affecting the original.

Experimenting with different configurations while keeping the structure intact.

Streamlining workflows by quickly duplicating existing models instead of setting up new ones from scratch.

Easily prepare a model for export by modifying columns, creating new views, and applying filters — without altering the original model.

How to Copy a Model

You can copy a model in RevOS from two locations:

From the Model View:

Open the model you want to copy.

Click on the three-dot menu (•••) in the top-right corner.

Select Copy Model.

Enter a new name for the copied model.

Click Confirm to create the copy.

From the Models List:

Navigate to the Models section where all models are listed.

Locate the model you want to copy.

Click on the vertial three-dot menu (•••) next to the model’s name.

Select Copy Model.

Enter a new name for the copied model.

Click Confirm to create the copy.

Key Characteristics of the Copied Model

The copied model does not include historical data. It starts as a fresh model from the moment it is created, meaning:

No historical changes from the original model are carried over.

Any previous modifications or updates to data records in the original model will not be reflected in the copied model.

The copied model will immediately appear in the CRM Card in HubSpot (if this feature is enabled by the customer’s pricing plan). Additionally, events from this model will be reflected in customer events.

The Webhook URL from the original model will be retained in the copied model.

Model settings will reset to default values, so that copied model will not appear in the HubSpot CRM cards, events from the model evaluation will not be pushed to HubSpot events, however newly copied model will be included in the Weekly Digest, as shown in the screenshot.

Everything else is identical to the original, including:

All added and hidden columns

All enrichments

All views and filters

The column order

Scores and Score Groups, including all thresholds and points assigned to each score

Data in external systems integrated in your RevOS model is not copied nor affected by the new copy.

Data on custom columns, if any, will be copied with the model.

Limitations

Historical data is not retained, meaning any trends or past records from the original model are not available in the copied version.

Integrations and data sources remain the same as the original model and cannot be modified during the copying process. However, once the model is created, new integrations can be added as data sources.