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.
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