Create an Einstein bot template to share your bots. You can package bot templates and share them between orgs or on AppExchange.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To build and manage Einstein Bots: |
Customize Application OR Modify Metadata OR Manage Bots |
Note Starting August 17, 2026, Einstein Bots is in Maintenance
Mode. Existing Einstein Bots continue to be supported and can be used after August 17, 2026.
However, no new features or enhancements will be added, and we recommend using Agentforce
for new AI agent implementations. See Upgrade Bots to Service Agent
and Learn about
Agentforce.
A template is supported for either standard or enhanced bot types. To learn more about enhanced bots, visit Set Up Enhanced Bots.
Bot templates include system dialogs by default. Because enhanced bots use Omni-Channel Flow for routing, templates for enhanced bots are created without the Transfer to Agent system bot dialog and the Transfer to an Agent option in the Next Step section of a dialog.
- From the Einstein Bots main page, go to the Templates tab.
- To launch the template setup flow, click New.
- Specify your template’s name, primary language and any secondary languages, and the type of bot you want to create from your template. Optionally, you can add a permission set to your template so any bots created from your template have access to required resources, such as objects and flows. Then click Next.
- Update the welcome message and add optional menu items. Menu items can match your bot’s primary tasks and are dialogs in the bot template.
- To confirm the finishing touches to your bot, click Proceed, and then click Finish.
- Create a Template from an Einstein Bot
Use a bot as the basis for a bot template. You can package bot templates and share them between orgs or on AppExchange. - Package an Einstein Bot Template
Create a managed package to share your bot templates between orgs or on AppExchange.