---
schema_version: "1"
id: e356775012f1a7673dac6c05faf3a8278ec51275cc19862eab8a382d29716811
title: Create an Einstein Bot from a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_create_from_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_create_from_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f1771545c0481b7f83d8f7919e49742cc71ebc65bd4a5395e1f4e30456ac2ae
description: Choose from a variety of templates designed for your cloud or for common use cases.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Create an Einstein Bot from a Template

Choose from a variety of templates designed for your cloud or for common use cases.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73308e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73308e57 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73308e57 ">
              <p>Customize Application</p>
              <p>OR</p>
              <p>Modify Metadata</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Bots</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_important.png)

Important Article Answers for Einstein Bots retires on September 30, 2026. After this date, bots using Article Answers will no longer deliver content from your knowledge base. See [Article Answers for Einstein Bots Retirement](https://help.salesforce.com/s/articleView?id=005134861&type=1&language=en_US). To continue delivering knowledge content from your knowledge base and avoid disruption after Article Answers retires, consider transitioning to [Generative Knowledge Answers](https://help.salesforce.com/s/articleView?id=service.bots_service_action_knowledge.htm&release=264.0.0&type=5 "Integrate generative AI into your enhanced bot with the Generative Knowledge Answers. When a customer asks your bot a question, Generative Knowledge Answers uses the Answer Questions with Knowledge agent action to search for relevant information in your knowledge base. It then generates a conversational response.").

A template is supported for either standard or enhanced bot types. In the guided setup, when you choose to create a bot from a template, you see the templates available for your bot type and current licenses.

The [Intro Template](https://help.salesforce.com/s/articleView?id=service.bots_service_template.htm&release=264.0.0&type=5 "Take a deep dive into the Einstein Bot Intro Template. You can learn how to create great bots by reviewing building tips, conversation design strategies, and bot flow. Create a bot to connect with sales, report an issue, and check the status of an issue or an order.") isn’t available out-of-the-box for enhanced bots. You can’t create an enhanced bot from the Intro Template, but you can clone a standard bot created from the Intro Template as an enhanced bot.

- Some bot templates come preinstalled in Einstein Bots depending on your licenses.
- Specific bot templates have unique permissions, can attach to custom Flows and Apex, or include intent model data. To confirm the specific instructions for your bot, visit [Create a New Intro Template Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_create_template.htm&release=264.0.0&type=5 "The intro template includes popular Salesforce actions such as creating a case, creating a lead, looking up an order, or adding a case comment to an existing case. To kickstart conversational experiences, the template also includes intent data."), [Explore Einstein Bot Templates](https://help.salesforce.com/s/articleView?id=service.bots_service_template_directory.htm&release=264.0.0&type=5 "Learn about bot templates designed for specific clouds and use cases."), or the details page for your bot.
- You can download bot templates from AppExchange. After installing a bot template package, your template will show up when you create a bot.
- If you download an AppExchange template and create a bot from a template, that bot reflects the contents of the package at the point of creation. If you upgrade the package, any bots created before the upgrade aren’t upgraded.
- Bots created from a template don’t automatically enable smart features such as Article Answers, but they can include dialogs relating to these features. If your bot requires Article Answers, enable it. Visit your bot’s post installation instructions for more information.
- Some templates can include translations. When you create a bot from a template that includes support for multiple languages, you’re prompted to select a primary language and any secondary languages you want your bot to support. To learn more about the multi-language capabilities of your template, review the help topic related to your template. After you create your bot, see [Define Languages for Your Einstein Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_language_define.htm&release=264.0.0&type=5 "Your global customers expect your bots to understand their native language. To know what your customers are saying, your bots must know how a language works. Bots use natural language understanding (NLU) and named entity recognition (NER) to understand language and local details such as dates, currency, or number formatting. Einstein Bots that use a specific language can better understand the customer and route them to the correct dialog.") to set up support for additional languages.
- Some templates can include permission sets. When you create a bot from a template that includes a permission set, you’re prompted to add the permission set to your [bot user profile](https://help.salesforce.com/s/articleView?id=service.bots_service_add_profile.htm&release=264.0.0&type=5 "Expand a bot’s capabilities with a Custom Chatbot User. By default, each bot is assigned to the Basic Chatbot User. If you want a bot to use features or objects that require additional permissions, assign it to a custom user.").
- Bots created from a template don’t include transfer actions. After you create your bot, make sure you connect the Transfer to Agent dialog to your channels and queues. See [Transfer Bot Conversations](https://help.salesforce.com/s/articleView?id=service.bots_service_transfer_bot_conversations.htm&release=264.0.0&type=5 "Einstein Bots are team players. They’re great at passing conversations to the team member that is most likely to solve a customer issue. Whether you program your bot to transfer to a service rep or to another bot, the following steps show you the best way to set up bot conversation transfers.").

1. From the Einstein Bots main page, launch the Guided Setup Flow. For your first bot, click **Create a New Bot**. Otherwise, click **New**.
2. Select your bot template and follow the setup flow for specific instructions on your new bot.

- **[Get Started with the Intro Template Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_template.htm&release=264.0.0&type=5)**  
    Take a deep dive into the Einstein Bot Intro Template. You can learn how to create great bots by reviewing building tips, conversation design strategies, and bot flow. Create a bot to connect with sales, report an issue, and check the status of an issue or an order.
- **[Create a Bot from Your Data (Beta)](https://help.salesforce.com/s/articleView?id=service.bots_service_create_bot_from_data.htm&release=264.0.0&type=5)**  
    You can create a bot using your data from Einstein Conversation Mining (beta). Using your conversation data, build Einstein Conversation Mining reports and then build a bot with the top results from those reports.
- **[Explore Einstein Bot System Templates](https://help.salesforce.com/s/articleView?id=service.bots_service_template_directory.htm&release=264.0.0&type=5)**  
    Learn about bot templates designed for specific clouds and use cases.