---
schema_version: "1"
id: f681a4d3496fe31511c77118a8fa0ab808ee94eb65945880288e2795dd72937a
title: Create a Template from an Einstein Bot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_create_template_bot.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_create_template_bot.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b74cf09e58148597928723bad4099f2131292fe459fd4f9d3a77f8c1ff63f1c2
description: Use a bot as the basis for a bot template. You can package bot templates and share them between orgs or on AppExchange.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# 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

<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="d59968e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d59968e57 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d59968e57 ">
              <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>

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](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.").

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.