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            Package an Einstein Bot Template

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            Package an Einstein Bot Template

            Create a managed package to share your bot templates 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

            Bot templates are supported for standard bots. You can’t create a template from a bot with transfer action dialog steps or Einstein Intent Sets. Instead, create another version of your bot without the transfer action dialog steps or Einstein Intent Sets. To include intent data in a bot template, add utterances manually to your bot. See Import Intent Data to a Bot.

            When creating a managed package, you can choose to create a first- or second-generation managed package. To understand the difference between these approaches, see Comparison of First- and Second-Generation Managed Packages.

            To create a first-generation managed package, see Create a Package in the First-Generation Managed Packaging Developer Guide. To create a second-generation managed package, see Before You Create a Second-Generation Managed Package in the Second-Generation Managed Packaging Developer Guide.

            1. To create a package, choose a packaging type and follow the corresponding guide.
            2. Add your bot template.
            3. If you’re including variables, entities, Flows, or custom Apex code, add them to the package.
             
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