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Create an Einstein Bot from a Template
Choose from a variety of templates designed for your cloud or for common use cases.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To build and manage Einstein Bots: | Customize Application OR Modify Metadata OR Manage Bots |
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. To
continue delivering knowledge content from your knowledge base and avoid disruption after
Article Answers retires, consider transitioning to Generative Knowledge
Answers.
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 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, Explore Einstein Bot Templates, 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 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.
- 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.
- From the Einstein Bots main page, launch the Guided Setup Flow. For your first bot, click Create a New Bot. Otherwise, click New.
- Select your bot template and follow the setup flow for specific instructions on your new bot.
- Get Started with the Intro Template Bot
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)
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
Learn about bot templates designed for specific clouds and use cases.
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