---
schema_version: "1"
id: 8e4e7af55f188a9ea5349abeb9b842f237225a45b373a6a6d9161efcbdf6e659
title: Create an Einstein Bot 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_new_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_create_new_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6bb50fbcf0bb5732a289ae172b62f69927c9f6b59c901d89735139ec669ec52e
description: Create an Einstein bot template to share your bots. You can package bot templates and share them between orgs or on AppExchange.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Create an Einstein Bot Template

Create an Einstein bot template to share your bots. You can package bot templates and share them between orgs or on AppExchange.

### 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="d83075e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d83075e57 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d83075e57 ">
              <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>

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

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](https://help.salesforce.com/s/articleView?id=service.bots_service_asa_create.htm&type=5&language=en_US) and [Learn about Agentforce](https://trailhead.salesforce.com/content/learn/trails/design-and-implement-ai-agents-with-agentforce).

A template is supported for either standard or enhanced bot types. To learn more about enhanced bots, visit [Set Up Enhanced Bots](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced.htm&release=264.0.0&type=5 "Build more secure, more personalized conversational experiences with Enhanced Bots. Connect an enhanced bot to enhanced Messaging channels, including Enhanced Chat and enhanced third-party channels, and to Slack and the Einstein Bots API. Leverage the flexibility of Omni-Channel Flow and powerful business rules to route conversations to and from a bot. Plus, add rich content such as files to your bot conversations—no workarounds required.").

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](https://help.salesforce.com/s/articleView?id=service.bots_service_system_bot_dialog.htm&release=264.0.0&type=5 "Einstein Bots are built for conversation. To make setup a breeze, some of the most common dialogs are included with each new bot. These dialogs allow you to quickly transfer conversations to a service rep, or gracefully end a chat. You can customize each message to your company’s voice and tone.") and the Transfer to an Agent option in [the Next Step section](https://help.salesforce.com/s/articleView?id=service.bots_service_setup_dialog.htm&release=264.0.0&type=5 "After you add a dialog, set it up by adding steps (outbound messages, questions, actions, rules) and tell the bot what to do after the dialog finishes. If you’re using intents, train the bot to understand the customer intent associated with the dialog.") of a dialog.

1. From the Einstein Bots main page, go to the Templates tab.
2. To launch the template setup flow, click **New**.
3. 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**.
4. 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.
5. To confirm the finishing touches to your bot, click **Proceed**, and then click **Finish**.

- **[Create a Template from an Einstein Bot](https://help.salesforce.com/s/articleView?id=service.bots_service_create_template_bot.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=service.bots_service_create_package_template.htm&release=264.0.0&type=5)**  
    Create a managed package to share your bot templates between orgs or on AppExchange.

#### See Also

- [Understand System Bot Dialogs](https://help.salesforce.com/s/articleView?id=service.bots_service_system_bot_dialog.htm&release=264.0.0&type=5 "Einstein Bots are built for conversation. To make setup a breeze, some of the most common dialogs are included with each new bot. These dialogs allow you to quickly transfer conversations to a service rep, or gracefully end a chat. You can customize each message to your company’s voice and tone.")