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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.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

A template is supported for either standard or enhanced bot types. When you create a template from an existing bot, the template can be used to create a bot of the same type only. To learn more about enhanced bots, visit Set Up Enhanced Bots.

Before a bot can become a template, you must remove unsupported elements from the bot version. These elements include:

  • Transfer actions: A bot can’t contain the Transfer to Agent Rule action. The Transfer to Agent system dialog is allowed.
  • Einstein Intent Sets: A bot can’t contain a dialog intent that is linked to an Einstein Intent Set.
  • Enhanced messaging components: A bot can’t contain inbound or outbound file attachments or messaging components, such as enhanced links.
  1. From the Einstein Bots main page, go to the bot you want to use to create a template.
  2. Click to expand the bot versions, and then select the dropdown next to the version of the bot you want to use to create a template.
  3. Click Create Template from Bot.
  4. Give your template a name, and set a primary language and any secondary languages.
  5. 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.
  6. Save your changes.
    The Bot Builder opens with your new template.